May

Recent Speaking Engagement: Tax Effective Use Of Trusts In Succession Planning

Posted By: Sunita D. Doobay on May 23, 2014 at 4:04:29 in News

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Sunita Doobay recently spoke on how a family trust can offer the owner/manager tax planning opportunities in the context of a business succession. Topics covered included:

  • Types of trusts used for succession planning;
  • Potential for income splitting;
  • Key succession tax planning opportunities using trusts;
  • Tax implications of use of alter ego and joint partner trusts; and
  • The reversionary trust attribution rule

Find out more at: Federated Press Bulletin

 

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