Estate and Business Succession Planning
A practical and strategic guide for accountants, financial advisors and lawyers
A new Taxation Institute publication - available now
Secure your copy today!
By Bernie O'Sullivan FTIA
If you are an accountant, financial planner or lawyer, you are on the precipice of one of the most exciting times in succession planning, and your client will look to you for current advice and consultation.
A unique and pragmatic resource
This new publication for 2008 is like no other text on the market. It offers you a practical format with tricks and traps, case studies and examples for identifying planning outcomes, pitfalls and implementing remedies.
Much more than simply making a will, estate and business succession planning extends to any period of incapacity or planned handover and encompasses a range of areas such as tax considerations, testamentary trusts, superannuation as a succession asset and much more.
Each business is unique and the laws that affect succession planning are constantly evolving such as:
- The abolition of compulsory superannuation cashing laws
- The increase in small and medium businesses operating through family trusts
- The fact that more clients are owning assets in multiple jurisdictions
A practical and strategic guide
Written by Bernie O'Sullivan FTIA who has almost 30 years of succession planning experience, this practical guide deals with the broad strategic topics associated with succession planning, including wills, family trust succession, superannuation death benefit, business succession planning, powers of attorney, international estate succession planning, tax issues and much more.
Buy the book or the Online Professional Package
Secure a hard copy of the book or purchase our Online Professional Package (includes a hardcopy and online book, Online Learning Module and 2.5 CPD hours with annual update)
Want to find out more?
Take advantage of our free 14 day online trial of the book. Register your interest at www.successionplanningonline.com.au.
