Wealth engineering for business leaders - Part II
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Training in Wealth Engineering for Business Owners - Part 2 VI. Optimizing transfer rights: Dutreil Pacts for Business Transfers A. - Companies 1. Securities concerned 2. Collective commitment to conservation 3. The transfer 4. Individual commitment to conservation 5. How to secure the pacts. B. Holdings and Dutreil Pact When to contribute to a holding company? Active or passive? What powers can be granted to the donor? VII. Chronology of sales, donation, and contribution transactions Chronology of transactions to optimize the taxation of the business owner. Risk of abuse of rights? Tax doctrine and case law. Part 2 - Legal organization of business transfers 1. The importance of the matrimonial regime: civil, tax 2. Unorganized succession Examples of devolution according to family situations. 3. Reserve and available shares Calculation. Reduction and civil report of gifts. 4. Donations of securities Donation with usufruct reserve, at term, gradual, residual, sharing Clauses to be inserted in the deed of donation or the attached pact Part 3 - Optimizing the taxation of the business manager, tax strategies How to optimize the taxation of the business manager? 1. Optimizing the taxation of the free transfer of the company Scheme to avoid: donation of the bare ownership of the company's securities Transferring the company to a child: the pitfalls of the family LBO Transferring the company to several heirs, equally or not. 2. Optimizing the taxation of the transfer for consideration of the company Optimizing the sale to third parties or to oneself: civil partnership or quasi-usufruct? 3. Combining donation and sale under the best tax conditions Retaining powers; obtaining tax-free capital. Conclusion of the training course Wealth engineering for business managers. Wealth engineering for business leaders involves designing the wealth strategy, organizing, structuring, and arranging the various components of wealth in order to best meet the expectations of each business leader. Wealth engineering requires cross-disciplinary knowledge - wealth and business law, corporate law, personal taxation, corporate taxation, and human sciences - and a vision of the client's overall situation and environment. The "Wealth engineering for business leaders" training aims to strengthen the skills needed to advise business leaders in organizing, managing, and transferring their private and professional wealth. Managers and their advisors can also be supported to define and implement the most appropriate solutions.
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