Session 1: Succession planning part 1 – Navigating a smooth business succession plan
Speaker: Linda Tapiolas, CTA, Cooper Grace Ward
Session 2: Succession planning part 2 – What happens when the planned exit doesn’t go to plan
Speaker: Andy Milidoni, CTA, Johnson Winter Slattery
Session 3: Ethics and integrity
Speaker: Peter de Cure AM, Tax Practitioner Board Representative
Session 4: Tax Governance Panel
Panel: Belinda Cheesewright, CTA, KPMG, Glenn Cooper, Australian Taxation Office
Facilitator: Elizabeth Allen, Macpherson Kelley
Workshop 1: Trusts and succession planning
Workshop Coordinator: Peter Bardos, HLB Mann Judd
Workshop Leaders: Peter Cohilj, Kelly Partners, John Elliott, CTA, Strategic Edge Business Services, Peter Glindemann, Australian Taxation Office, Michelle Hartman, CTA, Morag Ingham, CTA, Findex, Nicholas McCann, WRP Legal & Advisory, Mark Molesworth, CTA, BDO, Sally Preston, CTA, Smart Solutions Tax and Business Advisory
Session 5: Navigating the whole new world of Part IVA disputes involving trusts
Mark Macrae, CTA, EY
Convention networking function