사진 확대 Kim Hyung-guk, Singapore’s Azimut asset management partner, is giving a lecture during the first period of asset management and household succession.
#Mr. A, the representative of a small and medium-sized company that runs a business with his son, is struggling with stock gifts these days. I want to sell my son’s stocks so that he will take over the business becomes the largest shareholder, but it is difficult to buy all the stocks with his son’s income. Even if you try to proceed with inheritance by using the family business inheritance deduction system, you will have to run your son, who is the heir, for 10 to 30 years in the same industry. A said, “In the rapidly changing market situation, we have no choice but to change the business or reorganize the business, and in this case, we are worried about whether we can get a family business inheritance deduction.”
#B, an asset who succeeded in investing in real estate, also has a lot of concerns about the inheritance method. Most inherited assets are real estate, but there is a high probability that children will have to dispose of the real estate they inherited to pay inheritance tax. B said, “With real estate prices in downtown Seoul exceeding KRW 1 billion, if we inherit real estate in kind, we will have to pay more than 40% of inheritance tax alone.”
Maekyung Media has opened the “Chief Executive Officer (CEO) Course of Asset Management and Household Succession” with YOON & YANG LLC for entrepreneurs and asset owners who are struggling with inheritance and donation. The move is aimed at providing customized inheritance and gift solutions to owners of small and medium-sized companies, private businesses, and real estate asset owners amid the increasing tax burden, such as strengthening pre- and post-verification of family business inheritance deduction requirements and the taxation of small buildings through the National Tax Service’s own appraisal.
The second asset management and household succession CEO course, which will open on March 19, will provide lectures by experts in various fields such as law, tax, accounting, asset management, and global investment to help asset owners and corporate owners solve problems. The first course, which was first opened in October last year, received high response and completed the completion ceremony in December, and the second course consists of more strengthened instructors and curriculum, raising expectations from wealthy people, corporate owners, and next-generation managers. Lee Myung-soo, CEO of YOON & YANG LLC, said, “Recently, the retirement and management rights succession of small and medium-sized business owners and second-generation managers are rapidly progressing, and gift, inheritance, tax, and household succession are becoming major issues that are directly related to corporate survival.” “The second process aims to present customized strategies for experts with long working experience to solve real problems.”
Lawyer Jeon Wan-kyu, head of the Hwau Asset Management Center, will lead the entire process with Maekyung Biz. Lawyer Jeon is a tax and international tax lawyer who serves as a member of the Korean Bar Association’s Tax Committee and a director of the Korea International Tax Association, and lectures students on “happy asset management and family business succession strategies.”
Starting with lawyer Jeon, many experts from YOON & YANG LLC, including Yang So-ra, head of the asset management team, Cho Hyung-rae, executive director of Tax Group, Heo Si-won, head of the tax advisory team, Bae Jeong-sik, chief expert at the family office, Park Hyun-jung, a family office expert, and Lee Han-jong, advisor, will participate. In addition, top experts in family offices and asset management, investment, and management consulting, including Seo Jae-young, managing director of NH Investment & Securities, Hwang Sung-joon, vice chairman of Alder Investment, Hong Chun-wook, CEO of Prism Investment Advisory, Lee Dae-beom, author of “Best Class of Management Succession,” and Kim Se-hoon, S&I Corporation Asset CM, will participate. Special lecture instructors include Yeo Hyun-duk, head of KAIST’s G School, Lee Jae-kyung, a professor at Konkuk University, and Choi Young-il, head of the Forest Workshop.
Cho Hyung-rae, a U.S. accountant who served as the general manager of WM Tax Advisory at SC First Bank, teaches how to effectively manage various assets. S&I Corporation CM Kim Se-hoon, an LG-affiliated building management company, will inform office building management, brightness, and development strategies based on actual cases. Lee Han-jong, a tax accountant from the National Tax Service’s investigation bureau, lectures on tax audit case analysis. In the area of alternative investment, top-level experts in each field, including experts in the art and coin fields, provide practical training.
In addition, the second course examines the family business succession tax system and succession strategy on a case-by-case basis, and learns how to respond to tax audits and various measures to prevent inheritance disputes. In particular, lawyer Yang So-ra, an expert in inheritance disputes and trust, will give a lecture. In addition, the method for maintaining and managing the assets to be inherited and donated will be examined on a case-by-case basis. It also prepared special lectures on how to use artificial intelligence (AI) for overseas investment, art investment, and wealthy people who have recently attracted attention.
Education will open on March 19 and run for nine weeks every Thursday at 6 p.m. at the Maekyung Education Center in Jung-gu, Seoul, where simple meals will be provided before the start of each lecture. The second period of Maekyung, Hwawoo Asset Management, and Family Succession CEO courses will be held with a total of 30 people, and the tuition fee is 3.4 million won. Just like in the first period, workshops will be held in the second period. Participants and instructors will play golf together and exchange at Gapyeong Benest GC on April 17. Like the first phase, the second phase of the course offers discounts to subscribers and huawoo customers. Detailed information can be found through the Maekyung Education Center.
[Reporter Seo Jeongwon]