Overview

Success within the Tax Court environment is not solely dependent on a mastery of substantive tax law. Instead, procedural compliance and the quality of trial preparation are frequently the decisive factors in a case.

This webinar offers a practical, step-by-step roadmap for tax practitioners and legal professionals to navigate the complexities of tax appeals. Drawing on real-world Tax Court experience, the session aims to help professionals manage risk, avoid the pitfalls of last-minute non-compliance, and present cases with maximum persuasiveness.

Webinar Content

The session provides a comprehensive look at the lifecycle of trial preparation, specifically covering:

• Pleadings: How to structure them to define and narrow the core issues of the case.
• Discovery: Navigating documentary preparation and formal discovery obligations.
• Witness Management: Identifying and preparing both factual and expert witnesses.
• Procedural Readiness: Managing pre-trial conferences and ensuring all procedural boxes are checked.
• Trial Presentation: Compiling trial bundles for a professional, court-ready presentation.

Competencies Developed

Upon completion of this webinar, participants will have developed the following professional competencies:

• Regulatory Knowledge: The ability to apply the procedural framework of the Tax Administration Act and Tax Court Rules.
• Strategic Evaluation: Effectively evaluating how pleadings frame issues and dictate overall trial strategy.
• Evidence Management: Competence in managing discovery processes, including the preparation of affidavits and organized documentary evidence.
• Witness Coordination: Expertise in selecting, managing, and preparing factual and expert witnesses while adhering to ethical and strategic considerations.
• Dispute Management: Providing technical support to pre-trial conferences to promote procedural efficiency.
• Risk Mitigation: Applying a structured approach to reduce procedural risks, costs, and non-compliance.

Presenter

Louise Swart

Louise has been practising as an attorney since 2006 and has specialised in tax law since 2013, when she joined SARS’ Tax Court Unit.

During her time at SARS, she represented the organisation in tax court appeals in both the Tax Court and the High Courts. She handled a wide range of matters, including corporate income tax, VAT, personal income tax, and employee tax disputes.

Louise was also seconded to SARS’ Illicit Economy Unit, where she provided legal support to investigative teams.

In addition to her legal career, Louise has lectured part-time at the University of Pretoria, Tshwane University of Technology, and Varsity College.

She is currently in private practice, offering consultancy services to audit and law firms.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 1.5 hours of Tax CPD.

Event Investment

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

Regular price: R345.00

Group booking discounts available when you register for a group.

Payments and 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 Taxfaculty`s bank account.
• Only written notice of cancellation will be recognized.
• 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.
• Taxfaculty`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.