Recorded Webinar: Estate Planning Using the Small Business 15-Year Exemption

 

29 October 2019
Duration:  approx. 1 hour

 ANNOUNCING ONE HOUR LUNCHTIME WEBINARS
You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions. And, for most of you the webinars will be held at lunchtime - the ideal time for attending live webinars.
 ABOUT THE WEBINAR
The small business 15-year exemption is a highly potent estate planning tool - when available, it can enable the disposal or transfer of CGT assets tax-free. This session uses case study examples to consider how and when the 15-year exemption can be used for the purposes of transferring assets from one entity to another. It covers:

  • What types of assets may be eligible?

    • active assets

    • passively held assets

    • partnership and partner’s assets

  • Which taxpayers are eligible for the exemption?

    • small business entity

    • CGT concession stakeholders

    • 55+ yrs or permanently incapacitated

  • Consequences when the exemption applies

 PRESENTER
Recorded Webinars,Taxation,Recorded Webinar:  Estate Planning Using the Small Business 15-Year Exemption

Susan Young, Principal, Susan Young Tax Training, Brisbane

Susan runs a business based in Brisbane that provides training on income tax, capital gains tax, GST and FBT issues.

With almost 30 years of specialized tax knowledge, Susan has extensive experience as a presenter and adviser on taxation issues.  She has made many presentations to the various tax bodies and of course to her clients who are in the main, accounting and law firms.

Susan has degrees in Commerce and Law from the University of QLD and the University of Sydney and is admitted as a Solicitor of the Supreme Court of QLD. 

 WHO SHOULD ATTEND?

This webinar is suitable for accountants and lawyers advising in taxation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 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: lisa@tved.net.au
Recorded Webinars,Taxation,Recorded Webinar:  Estate Planning Using the Small Business 15-Year Exemption



© Television Education Network Pty Ltd 2020

Product Code: WBQOCT19
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.