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Business succession planning for shareholders, unitholders and partners
Published on 02 May 02 by VICTORIAN DIVISION, THE TAX INSTITUTE
This seminar paper discusses asset protection strategies and structures, structuring a business succession plan, managing the impact of CGT on the disposal of equity interests, funding an exit by insurances, integrating a business succession plan into an estate plan.
Author profile
Tony Riordan
Tony Riordan, CTA, is a Tax Partner at Riordans Lawyers in Melbourne, a boutique commercial law firm. He has degrees in Law and Commerce and a Masters in Taxation Law from Melbourne University. His areas of practice include SME structuring, estate planning for high wealth individuals and transaction structuring. - Current at 23 April 2014
This was presented at SME Tax Intensive Case Studies: Session Two .
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Business succession planning for shareholders/unitholders
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