An exclusive TAG Webinar

Exit and Transition Planning:

Tax Implications for Your Business Clients

Hosted by
TAG Financial Services
T
Tony Rule and
T
TAG Financial Services

Broadcast has ended. You may watch the replay!

March
19
Wednesday
March 19th
1:00 pm AEDT

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

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.

March
19
Wednesday
March 19th
1:00 pm AEDT