An exclusive TAG Webinar
Exit and Transition Planning:
Tax Implications for Your Business Clients
About us
Who is TAG Financial Services
We are a financial services business committed to delivering practical solutions in every situation. We pride ourselves on our client oriented approach, built on a foundation of quality service, technical excellence, teamwork and a drive for making a real difference to our clients’ lives.
About
Planning for a business exit or transition is a critical step in ensuring long-term success for business owners. Whether it's a sale, succession, or restructuring, tax implications can significantly impact the financial outcome.
Join us for this insightful webinar, where we’ll explore key tax considerations in exit and transition planning. Learn strategies to help your business clients minimise tax liabilities, maximise value, and navigate the complexities of ownership changes.
What you will learn in this webinar
• Understand capital gains tax (CGT) and small business concessions
• Structuring for a tax-efficient exit or succession plan
• Managing tax risks in business sales and transfers
• Practical insights on estate planning and asset protection
Who should attend
• Accountants working with clients who own a business.
• Financial advisers looking to stay ahead of the latest changes.
• Business professionals who want to provide value-added guidance to clients preparing for ownership transition.
Don’t miss this opportunity to enhance your expertise and support your clients in making informed financial decisions.
About Tony Rule
Tony is a seasoned business advisor and taxation expert, and Partner of the Business Advisory & Taxation division. Tony specialises in business development, profit improvement, and strategic structuring to optimise tax planning for business groups. With a practical approach to business strategy implementation, Tony helps clients navigate complex financial landscapes and achieve sustainable success.