Overview

The nature of workforces has shifted to a globalized model and working abroad has transitioned from being a rare exception to a common reality. Consequently, expats face confusion around their tax obligations, leading to mistakes or reliance on poor advice. The complexities of managing taxes across multiple countries - each with its own laws, treaties, and exemptions - can be overwhelming.
 
During this session, Carmen Westermeyer aims to provide a clear, high-level overview of the tax implications for individuals living and working abroad. She will cover key topics such as double taxation, tax treaties, foreign earned income exclusions, as well as the treatment of foreign tax credits.
 
By the end of the session, attendees will gain an understanding of their tax liabilities, including the risks of non-compliance. Tax practitioners and expats will also learn how to avoid common pitfalls, such as failing to report worldwide income. Additionally, participants will be provided with resources for further assistance, including where to find reliable tax advice and how to stay updated on international tax regulations.

Webinar Content

• Residency: Separating fact from fiction
• Understanding how the tax consequences vary depending on:
  • The nature of the income earned
  • Employment status (employee vs independent contractor)
  • The impact of double taxation agreements
  • Foreign tax credits and how they work

Competencies Development

After attending this webinar, you will:

• Understand residency and how it impacts your tax return
• Be aware of the exemptions available to residents and non-residents
• Understand the impact of foreign taxes paid

Presenter

Carmen Westermeyer

BCom(Honours Accounting) [UND] CA(SA)

Carmen Westermeyer graduated in 2001 from the University of Natal, Durban (now UKZN), with a BCom Honours degree in Accounting and completed her articles with PwC, where she remained until 2006. She has been a member of SAICA since then.

In 2008, she started her academic career at UKZN, where she performed a number of functions, taking on the role of Academic Leader for Taxation. On leaving academia in 2013, Carmen has been providing training and consulting services to the profession. She has presented on behalf of various professional bodies, such as SAICA, FASSET, CSSA as well as providing in-house training to numerous accounting firms. The topics covered include all aspects of income tax, VAT, estate duty as well as the health levy (sugar tax). In addition, she regularly consults on tax matters as well as assisting with SARS disputes.

She is also the Chair of the SAICA Eastern Region Tax Committee, a member of the SAICA National Tax Operations Committee and is an Accounting Member of the Tax Court.

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

• Regular price:  R460.00
• Special rate for SAIT members:  R368.00
• 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.