Tax & Financial Planning Workshop for Lawyers in Melbourne: Maximise Your Tax Returns This Financial Year
- Tuesday 17 March 2020
- 7.30 AM - 9.00 AM
- 40 River Boulevard, Richmond 3121
- FREE
Join Wilson Pateras’ FREE tax minimisation and financial planning workshop.
Whether you’re setting up a law practice, becoming an equity partner or already have your own law practice, this workshop will provide you with insights and actionable tips including but not limited to taxation strategies.
What You Will Learn
As specialised accountants for legal professionals and as Accounting Firm Of The Year 2019 Australia Wide, Wilson Pateras can help you create clear road-maps to help you achieve your financial goals. In this workshop, we will cover:
- General discussion on the ‘tax life of a lawyer’ including tax minimisation strategies available to lawyers
- Discussions in relation to family trusts and the pros and cons of setting up such structures
- Tax implications involved when setting up a law practice or becoming an equity partner
- The do’s and don’ts and how to best protect you assets when in a high risk profession or setting up a practice
- Investment alternatives for Lawyers making investing easy to understand and help you achieve REAL financial returns
There are only 20 seats in this workshop so reserve yours before it’s too late.
Event Agenda
07:15 AM
Registration and Breakfast
07:30 AM
Introduction
07:35 AM
Mark Forte – Tax Minimisation
08:05 AM
Andrew Huyton – Financial Planning
08:30 AM
Tax Workshop – Q&A
09:00 AM
Workshop Ends
Event Location
Our Speakers
Mark Forte
Principal
With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to lawyers, partners and barristers.
A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.
About Us
Wilson Pateras are an award-winning accounting firm supporting Australian lawyers to achieve both their immediate financial goals and to create wealth for a secure financial future with our tailored services. Having worked with hundreds of lawyers, barristers and partners we have established our role as the specialist practice of choice for legal professionals.
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