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BBY NW CPA Business Succession Planning

October 17, 2015

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Burnaby New Westminster CPA Chapter - Part II Business Succession Planning

Seminar Outline:

1. When is the Right Time to Implement the Family Business Succession Plan?
2. What do you need to get started?
3. Why Should Your Clients be Motivated to Act?
4. Planning Considerations for Family Business
5. Benefits of an Inter Vivos (Family) Trust
6. Check-up for Existing Family Trusts
7. Using a Family Trust to Multiply the CGE
8. Benefits of Alter Ego and Joint Partner Trusts
9. Principal Residence Trusts
10. The Benefits of Multiple Wills
11. Family Shareholders’ Agreement
12. Crystallize CGE by Triggering Disposition
13. Holdco Spin Out
14. Estate Freeze/Family Trust Option
15. Wasting Freeze 


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