Overview

In today’s complex tax landscape, the line between tax efficiency, legal compliance, and ethical responsibility is increasingly difficult to define. Tax practitioners are not only expected to interpret intricate legislation and meet demanding client expectations, but also to act in accordance with ever-tightening regulatory and societal standards.

This practical and thought-provoking webinar addresses the real-world ethical challenges faced in tax engagements. Using the IFAC Code of Ethics as a foundation, we’ll explore SARS’ expectations, common grey areas, and the pressures tax professionals face when balancing client interests with professional integrity.

Participants will gain clarity on how to recognise ethical red flags, apply sound judgement, and uphold core ethical principles—ensuring both legal compliance and reputational protection in a demanding professional environment.

Webinar Content

• Core ethical principles applicable to tax professionals (integrity, objectivity, confidentiality, competence, professional behaviour)
• Common ethical dilemmas in tax engagements: aggressive planning, grey areas, and client pressure
• SARS and stakeholder expectations: balancing advocacy and professional responsibility
• Ethical decision-making frameworks and documenting professional judgement
• Handling suspected non-compliance with laws and regulations (NOCLAR) in tax contexts

Competencies Developed

• Apply fundamental ethical principles to everyday tax practice scenarios
• Identify and assess ethical risks, including client pressure and conflicting expectations
• Exercise professional judgement when navigating moral grey areas or complex tax arrangements
• Use decision-making frameworks to guide and document ethical responses
• Understand ethical obligations under the IFAC Code and NOCLAR principles in tax practice

Presenter

Caryn Maitland

Caryn is a qualified CA (SA and RA), who has lectured extensively at the University of KwaZulu-Natal (and other institutes) where she lectured Advanced Financial Accounting. Since then, Caryn has specialised in facilitating ethics conversations, keeping assurance practitioners up to date and unpacking legislation for the financial sector.

She has conducted independent workshops and seminars for professional accountants since 2006 on various topics and has consulted on several technical issues. Since January 2011, she has focused on her own business as technical freelance consultant and trainer to those working within the accounting profession. Caryn is a technical advisor to various SAICA Eastern Region Districts as well as serving on various SAICA committees, such as the SAICA Eastern Region Council.

Since 2018, Caryn has worked extensively with commerce and industry, assisting analysts, directors, and other users of financials to interpret, prepare, analyse and forecast based on the results of financial statements.

CPD

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

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested at registration if payment does not reflect in The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than four 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.
• The 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.