Failing to plan is planning to fail. This presentation looks at common issues encountered by family businesses including succession planning and tax risk management, and provide practical strategies which can be adopted for your clients.
This presentation covers:
- planned and unplanned exits from business – succession, sale and death
- interaction of succession planning with estate planning
- tools to achieve your client’s goals:
- buy/sell agreements and funding considerations
- shareholder and Unitholder Agreements
- will clauses
- corporate and trust governance issues
- tax risk management:
- ATO hotspots
- practical strategies to improve client’s position should audit occur
- strategies to defend ATO audits.