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Recorded Webinars

Recorded Webinar: Dealing with the Family Business in the Estate Plan

Having an involvement in a business can create challenges when it comes to estate planning. However, some forethought as to the future intentions for the business now will assist in avoiding knee jerk decision making down the track. This session explores the tax issues to consider
PRESENTED BY David Marschke Principal - DBM Horizons , Brisbane

Date/Time

About the Webinar

Having an involvement in a business can create challenges when it comes to estate planning. However, some forethought as to the future intentions for the business now will assist in avoiding knee jerk decision making down the track. This session explores the tax issues to consider, including:

  • When a partnership may continue as a “reconstituted partnership” on the death of a partner, including the tax benefits of maintaining the deceased’s partner’s estate as a partner in a family partnership
  • Estate planning for a business conducted in a company, including whether the CGT small business concessions can be used if inherited shares are subsequently sold
  • Estate planning for a business conducted in a discretionary trust, including:
    • whether a pre death change in structure would assist with succession
    • what the impact is on the death of a test individual from a previous family trust election
  • Can the small business restructure roll-over be used for estate planning purposes?
  • How the small business CGT concessions are applied to a deceased estate
  • Strategies to avoid potential conflict post death for a business in one entity and the business premises in another
  • Practical examples of comparisons of the tax impact of conducting a business sale pre death or by the LPR

Presented By

David Marschke
Principal, DBM Horizons Brisbane, Queensland

David is a specialist tax and legal adviser who acts for listed and private corporate groups, and their owners, in all areas of tax and related law including GST and state taxes. David’s tax expertise spans a wide range of industries and sectors including property development, motor vehicle industry, investment funds, professional services, technology and intellectual property.  David has significant experience dealing with capital raising and capital management issues including restructuring for IPOs, rights issues, financial instruments and hybrid securities, share buybacks, and capital reductions. David has been involved in a wide range of M&A transactions acting for listed and unlisted groups as well as private equity transactions.

He is a specialist adviser on trust law and taxation of trusts.

In addition, David has significant experience assisting taxpayers and their advisers in dispute matters including tax reviews, audits and complex tax negotiations, and settlements with the ATO and the State revenue offices.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looing to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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]

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