Overview

This webinar explores the strategic choices available after a tax objection is disallowed. It focuses on appeals, alternative dispute resolution (ADR), and litigation pathways, highlighting approaches to maximise outcomes while managing costs, risks, and precedent exposure.

Webinar Content

Participants will engage with key topics including:

• The appeal structure under the Tax Administration Act (TAA)
• Determining when ADR is appropriate and when it is not
• Preparing effectively for ADR, including documents, arguments, and concessions
• The role of settlement and compromise in tax disputes
• Strategic decision-making between Tax Board and Tax Court pathways
• Managing precedent risk for clients with repeat exposures
• Practical insights from both resolved and ongoing disputes

Competencies Developed

By attending this webinar, participants will enhance their ability to:

• Navigate post-objection tax dispute options strategically
• Assess the suitability of ADR versus formal litigation
• Prepare persuasive submissions and manage concessions in disputes
• Evaluate settlement opportunities and their implications
• Understand procedural and strategic nuances between different tax dispute forums
• Anticipate and mitigate risks related to legal precedent
• Apply practical lessons from real-world dispute scenarios to client matters

Presenter

Nico Theron

CTA (SA) (BCom Law (cum laude), LLM (Tax); BCom Honours Taxation; MCom Taxation (SA and International Tax)

Nico is the founder of Unicus Tax Specialists SA, Unicus Tax Academy, and author of Lexis Nexis’ Practical Guide to Handling Tax Disputes. He is an industry-recognised expert in the tax dispute resolution realm, lecturing on tax dispute resolution at various universities across South Africa at postgraduate level and to other tax professionals in practice. Nico also has a 100% success rate in resolving tax disputes in favour of taxpayers through the objection and appeal remedy.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hour of Tax CPD.

Event Investment

Free for Tax Technicians, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price:  R460.00
• Group booking discounts available when you register for a group.

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 be received 2 days after the event, legal action will be taken
• Proof of payment will be requested at registration, if payment does not reflect on Tax Faculty's bank account.
• Cancellations:
  • Only written notice of cancellation will be recognized.
  • 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.
• Tax Faculty`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.