Overview    

For business owners and high-net-worth individuals, estate planning and business succession planning are deeply interconnected. Failure to coordinate these plans can lead to operational disruption, family disputes, unintended tax consequences, and loss of wealth.

This webinar provides a holistic framework for integrating estate and business succession strategies. Attendees will gain practical insights on structuring their personal and business affairs to ensure continuity, protect stakeholders, and achieve their long-term objectives.

Learning objectives   

Attending this webinar will equip you with the following skills:  

• Understand the link between estate planning and business succession planning

• Identify risks from poorly coordinated succession plans

• Structure succession plans that ensure business continuity and wealth preservation

• Align wills, trusts, and shareholder agreements with succession objectives

• Mitigate tax, liquidity, and governance challenges

Content   

The webinar will cover the following topics:  

• Overview of estate planning and business succession planning

• Identifying key stakeholders and succession objectives

• Aligning wills, trusts, and business structures

• Shareholder agreements and buy-and-sell arrangements

• Liquidity planning and funding mechanisms

• Tax considerations and efficiency

• Governance, control, and continuity planning

• Common pitfalls and practical solutions

• Case study examples of integrated planning

Obtaining your CPD certificate  

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA.  

All attendees are issued with a CPD certificate available in an online profile.  

Who should attend?  

The following persons will benefit from attending this webinar:  

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA.  

• Registered auditors.  

• Audit managers.  

• Trainee accountants.  

Price 

• R 450.00 - Online admission - Individual.  

• Group Price 1 - From R337 per person (up to 5 users)   

• Group Price 2 - From R260 per person (up to 10 users)   

• Group Price 3 - From R224 per person (over 11 users)  

Steps to register for the event:   

If you already have a profile, login and register for the webinar.  

If you don’t have a profile, create a free profile then login and register for the webinar.  

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).  

Click here to find out about the Technical Resource Centre & CPD Subscription options.  

Additional material  

By attending this webinar you will be provided with:  

• A summarised slide presentation.  

• Reference documents and/or course material where available.  

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.  

Corporate training solutions  

At the Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.  

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.  

Interested in a bespoke corporate training experience? Reach out to us at corporate@accountingacademy.co.za or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals.  

Contact us   

Have any questions or need any assistance? Contact us today!  

• Online chat through our website.  

• WhatsApp: Start chatting (+27635026114)  

• Phone: 010 593 0466  

• E-mail: ticket@accountingacademy.co.za