Estate planning Succession 2015

Passing assets/control pre-death

Source: South Australia

Published Date: 13 Nov 2015

 

This presentation covers:

  • importance of passing assets/control pre-death
  • KPMG & FBA 2015 family business survey findings re disruptive technology impacts
  • characteristics of top performing family businesses
  • why is this topic to you as an advisory?
  • preparing for leadership transitions
  • what other non-tax client objectives do we need to consider?

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Individual Session

Business (and family office) restructuring pre-death

Author(s): Sonia Mascolo

Details

  • Published By: Sonia Mascolo
  • Published On:13 Nov 2015
  • Took place at:Stamford Plaza, Adelaide

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Estate planning Succession 2015

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