Overview

Are you feeling stuck with technical tax questions or unsure where to find answers? The TaxCafé Discussion Forum offers an interactive, workshop-style session where you can "Ask Me Anything." Carmen and the delegates collaborate to provide practical solutions and insights. Content is driven entirely by participants, ensuring a tailored experience focused on the most pressing issues tax professionals face. Topics include current eFiling challenges, tax return complications, and complex legal matters.

Webinar Content

In this session, we explored a range of important tax topics, including:

• Managing Clients with Multiple Outstanding Returns
  Practical considerations and steps to take when clients have several unfiled returns.

• Timeframes for Objections
  Clarifying how days are counted when lodging and following up on tax objections.

• Taxation of Retirement Fund Withdrawals on Divorce
  Understanding who bears the tax liability when retirement funds are split upon divorce.

• RAV01 Status and Non-Residency
  How often should updates or comments be made regarding a taxpayer’s residency status?

• SA Trusts with Non-Resident Beneficiaries
  Implications when beneficiaries of a South African trust become non-residents.

• Principal vs. Agent (Commission vs. Sales)
  Differentiating between these roles and the resulting tax and VAT treatment.

• Intergroup Loans and Interest Rates
  An overview of the tax rules governing loans between related parties.

• Requests for Remission of Penalties
  When and how to request the waiver of penalties, and what SARS requires.

Competencies Developed

After attending this discussion forum webinar, participants were:

• Informed about the best solutions to resolve taxpayer issues.
• Competent to efficiently and proactively address issues experienced in their practice.
• Able to guide staff to effectively assist/support clients with systemic tax issues.
• Informed about available resources for resolving taxpayer issues.
• Guided on where to find relevant guides and FAQs on SARS-related concerns.

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.