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Recorded Webinars
Recorded Webinar: Business Succession Planning – Protecting Your Retirement Nest Egg from the Taxman
Business owners are often too involved in the day-to-day operation of their businesses to give much thought to succession planning. Even where owners and their advisers have considered their exit strategies they seldom consider whether their plans are effective from a tax perspec
PRESENTED BY
Frank Hinoporos
Partner, Hall
Date/Time
About the Webinar
Business owners are often too involved in the day-to-day operation of their businesses to give much thought to succession planning. Even where owners and their advisers have considered their exit strategies they seldom consider whether their plans are effective from a tax perspective. This session aims to outline the tax issues and possible concessions that practitioners need to be aware of when their clients are exiting their businesses. It covers:
- CGT issues (e.g. Inter-vivos vs testamentary transfer of assets, buy/sell agreements, put/call options)
- Tax and insurance (e.g. “key man” insurance, cross life insurance policies)
- Practical scenarios and strategies (e.g. share buybacks, management buy-outs, vendor financing, intergenerational transfers, arm’s length sale)
- CGT and restraints of trade
Presented By
Frank Hinoporos
Partner, HallWho Should Attend?
This webinar is suitable for accountants advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge. CERTIFICATE
CPD Information
CERTIFICATE
Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD/Training hour. FASEA – category “Technical Competence” – 1 hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]