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 Recorded Webinar: Business Succession Planning – Protecting Your Retirement Nest Egg from the Taxman

17th March 2021
Duration:  approx. 1 hour

 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
 PRESENTER
Recorded Webinars,Taxation,Recorded Webinar:  Business Succession Planning – Protecting Your Retirement Nest Egg from the Taxman

Frank Hinoporos, Partner, Hall & Wilcox, Melbourne

Frank’s clients include private and public companies, small-to-medium enterprises, high-net-worth individuals, family groups and not-for-profit organisations.

Frank advises his clients on direct taxes, international structuring and taxation, business transactions, corporate restructuring, taxation disputes and the not-for-profit sector.

His clients include private and public companies, small-to-medium enterprises, high-net-worth individuals, family groups and not-for-profit organisations.

Frank is a member of the Law Institute of Victoria and a Chartered Tax Adviser of The Tax Institute.

Frank is a director of the trustee company of the Findex Community Fund (a public ancillary fund) and Cool Australia Education.

 WHO 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.

 CPD 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: lisa@tved.net.au



© Television Education Network Pty Ltd 2022

Product Code: WBJMAR21
 Price:  $264.00 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.