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79153
Individual Podcasts

Handing Over to the Next Generation: Tax Consequences of the Succession Plan

Succession planning may involve passing control of business or investment entities over to the next generation. This may be during the lifetime of those passing the control or by way of estate planning on death. Either way, consideration of the tax implications should be a signif
PRESENTED BY Adrian Bailey Principal - Cleary Hoare , Sydney

Date/Time

About the Podcast

Succession planning may involve passing control of business or investment entities over to the next generation. This may be during the lifetime of those passing the control or by way of estate planning on death. Either way, consideration of the tax implications should be a significant part of the process. This podcast explores these issues.

Featuring: Adrian Bailey, Cleary Hoare Solicitors, Sydney, NSW

33 minutes / 0.55 CPD hours

Presented By

Adrian Bailey
Principal, Cleary Hoare Sydney, NSW

Adrian lives in Sydney and is the Managing Principal of Cleary Hoare. He joined Cleary Hoare in 2007 and became a Principal in 2011.

Adrian holds a Masters of Taxation and is a Chartered Tax Adviser with the Taxation Institute of Australia. He has had involvement with a number of committees for the Taxation Institute of Australia, NSW Law Society Revenue Committee as well as the Board of Taxation small business working group in relation to tax reform. He regularly gives presentations directly to clients, accountants, financial planners and lawyers on all areas of the law that Cleary Hoare practice in and is a preferred speaker for CPA Australia.

Adrian particularly enjoys working in structuring client's and dealing with their estate & succession planning as well as commercial law issues.

CPD Information

0.55 CPD Hours

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