Navigating Death and Taxes: A Focus on VAT, CGT, Estate Duty and Income Tax


Date: Aug 16, 2023 - Aug 16, 2023

CPD hours: 2 Hours

Time: 15:00 - 17:00

Event Type: Webinar

Presenter: Wessel Smit

This practical two-hour webinar will focus on refreshing technical and taxation aspects of the different taxes on death such as VAT, CGT, Estate Duty and Income Tax.

#WATCH This practical two-hour webinar will focus on refreshing technical and taxation aspects of the different taxes on death such as VAT, CGT, Estate Duty and Income Tax.


Overview

Navigating the intricate intersection of death and taxes is often fraught with complexity. In this webinar we will examine the latest legislative amendments, developments and trends. The webinar will focus on the following key themes:

  • Practical implications of SARS private binding rulings affecting a deceased taxpayer.
  • Strategic ways to utilise corporate rules to mitigate adverse tax consequences that can arise.
  • Leveraging restructuring opportunities for clients.

Webinar content

This webinar will look at some practical examples and provide a critical analysis of the different taxes applicable at death to assist tax practitioners and advisors to confidently advise clients on the intricacies, tax consequences, and planning opportunities with reference to:

  • Estate Duty
  • Capital Gains Tax
  • Income Tax
  • VAT

Competencies developed in this webinar

  • Refresher on the different tax types triggered upon death.
  • Confidence to advise clients how to legally minimise tax liabilities.
  • Proficient to calculate Estate Duty, Capital Gains Tax, Income Tax and VAT upon death.
  • Practical knowledge of the corporate rules available to limit tax exposure upon death on income assets.

Presenter

Wessel Smit

BCompt (Hons) HDip Tax MCom (Taxation) CA(SA)

Wessel is an independent tax consultant and director at Core Tax (Pty) Ltd. He has extensive experience in presenting taxation courses, advising on taxation issues and experience in writing and reviewing technical learning material. As a tax practitioner, Wessel is advising various organisations – which differ in size – on tax-related matters including drafting tax opinions. Previously he was a senior tax lecturer at the University of the Free State and lectured taxation to the CTA students at the University of Johannesburg.

Through the professional bodies and other stakeholders, Wessel has played an active role in influencing the drafting of new tax legislation over the years. In presenting seminars, Wessel has been able to turn complicated tax legislation and amendments into easily understandable examples that practitioners can link and apply to their own real-life experiences. To date, Wessel has presented more than 200 tax-related seminars.


CPD

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


Event Investment

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

Regular price: R495.00

SAIT member special discounted rate: R395.00

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.

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