Overview

This webinar explores tax disputes from a litigation perspective, demonstrating how decisions made during the early stages—particularly audits and objections—can significantly influence the ultimate outcome in the Tax Court. It emphasises the importance of approaching every dispute with a litigation-ready mindset from inception, ensuring that positions taken and records created can withstand judicial scrutiny.

Webinar Content

The session will cover the following key areas:

• Why most tax disputes are effectively won or lost before litigation begins
• Identifying litigation risks during SARS audits
• Managing audit correspondence with future cross-examination in mind
• Creating a litigation-ready factual record
• Handling damaging admissions and inconsistent statements
• Strategic use (and misuse) of tax opinions in litigation
• Case examples illustrating how early missteps can prove fatal in court

Competencies Developed

Attendees will develop the ability to:

• Evaluate tax disputes through a litigation-focused lens from the outset
• Identify and mitigate litigation risks during audits and objections
• Apply best practices in drafting and managing SARS correspondence
• Build and maintain a defensible factual record
• Recognise and avoid common pitfalls that weaken a case in court
• Critically assess the role and impact of tax opinions in dispute resolution

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.