Local and Global Changes: Impact and Solutions for Advisors and Clients

“Change is the law of life. And those who look only to the past or present are certain to miss the future.” John F. Kennedy

Overview

Globally, the tax and client advisory industry is dynamic and subject to continuous change which requires a persistent search for knowledge and trusted networking partners. Local and international changes in law and general trends highlight the reason for the annual Cross-border Considerations for the Global Client event. Various articles have been published about changes in domestic and international laws and conflicting views have been expressed. A client’s current advice document might be subject to outdated views. 

This workshop will introduce you to presenters from different jurisdictions with multidisciplinary skill sets. They will share their experience and knowledge relating to diverse aspects of international trends and legal and practical principles, including dealing with topics that deal with domestic realities. Advisors must comply and manage the twists and turns of foreign and local rules and the impact of non-compliance.

Course Content

The workshop will proactively deal with the following topics:

• Global sharing of financial information: Trends and updates
• Cross-border tax planning and technical update
• New SA tax rules for offshore trust distributions – implications and solutions
• Impact of OECD BEPS Actions and EU Code of Conduct:
  • Substance requirements for low tax jurisdictions (with a focus on Jersey)
  • Blacklists and abolition of “harmful tax practices” (with a focus on Switzerland)
• Tax charges for non-resident owners of UK property: SA and UK considerations
• Private client tax impact for South Africans with international exposure
• Immigration and emigration: Practical options and challenges
• Getting ready to exit or simply making sure you comply: Exchange control know-how
• Obtaining your US green card based on the EB-5 investor visa program: What are the trends and possible challenges?
• International tax principles
• Sharing of information
• Local tax changes and update
• Exchange Control know-how
• Immigration and Emigration: where are we and where to from here: will we break local emigration records?
• Planning options available for local and global clients and advisors

Click here to view the full programme

CPD

This event and successful completion of the online assessment will secure 8 hours verifiable output Tax CPD points.

Event Dates

25 June 2019: Sandton, Johannesburg

Venue name: FNB Conference Centre and Learning

27 June 2019: Cape Town

Venue name: FNB Portside

Event Pricing

^{This event does not form part of any CPD subscription package.}

Other members: R1 980.00

SAIT Members: R1 584.00

Payments & Cancellations

• All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
• Kindly note that should payment not been received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment at that point in time has not been reflected on SAIT's bank account.
• Only written notice of cancellation will be recognised.
• Conditions:
  • If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• SAIT's liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.