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Tax Laws – Tax Flaws: Income tax liability, capital gains tax, estate duty and donations tax

Nov 6 @ 8:30 am - 1:00 pm

R1790
estate duty and donations tax

Wills

Presenter

Prof Linda Schoeman-Malan is an Emeritus Professor of Law of the University of Pretoria. She has presenter numerous seminars and papers at various universities worldwide. She is the author of more than 50 articles published in accredited legal journals and co-author of several textbooks. She is continuously busy with further research in the Law of Succession and in presenting short courses on the subject.

Wills & Intestate Succession – Recent Developments

Approximately 70% of all estates reported at the Master’s Office are intestate estates or partially intestate. As an estate practitioner, do you have a clear understanding of the principles of the Intestate Succession Act 81 of 1987 that guide intestate succession?

Concerning the remaining 30% of estates, you should be equally competent to assist your client with an accurately drafted and valid will in line with his or her wishes and in accordance with the requirements of the Wills Act 7 of 1953.

In this seminar, we’ll discuss relevant and contentious issues – some of these topics have recently been the subject of several estate disputes and Constitutional judgments. The content includes discussions on the drafting and proper formulation of a will with examples of a simple, joint and mutual will and a mortis cause trust, intestate succession and division of estate.

Estates

Presenter

Jannie Rossouw is a Chartered Accountant (SA) and a registered auditor and an expert practitioner on estate planning, administration of estates and taxes. With his practical knowledge on the administration process and the taxes, he has often made discoveries that were of immense worth to the estate administrator, whether it be the discovery of estate assets, bringing about tax savings, or helping not to underestimate tax liability. He has presented various seminars on the subject.

The Practical Administration of Estates

This seminar will guide you in the practical aspects of the administration of deceased estates, with special focus on the day-to-day problems that executioners often run into.

The content includes discussions on

  • Documents and information needed for the taking on and reporting of an estate to the Master
  • Identifying the deceased’s assets and liabilities
  • The liquidation of assets
  • Compiling the Liquidation and Distribution account and handling objections against it
  • Disputes and conflict between heirs or beneficiaries
  • Testamentary trusts
  • Life policies, pensions and annuities
  • Office procedures with regards to SARS and e-Filing
  • Etc.
Tax Laws – Tax Flaws: Income tax liability, capital gains tax, estate duty and donations tax

Deceased estates and their taxes is a topic worth standing still at. In this seminar, the presenter will provide practical guidance in steering clear of all the potholes related to income tax, capital gains tax, estate duty and donations tax.

Calculating the capital gains tax aspect of income tax can be a complicated affair and the necessary expertise is required. Some administrators leave it out completely whilst others perform incorrect calculations. This often leads to objections raised by SARS against the Liquidation and Distribution account, which in turn leads to delays with the Master in placing the advertisement. And on top of that, the tax liability in turn influences the calculation of estate duty. One miscalculation can have a big ripple effect.

See our website for the complete seminar content of each seminar.

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Event details

Dates:

Wills & Intestate Succession – Recent Developments
1 October or 6 October 8:30-13:00
The Practical Administration of Estates
9 October 8:30-13:00
Tax Laws – Tax Flaws: Income tax liability, capital gains tax, estate duty and donations tax
6 November 8:30-13:00

Costs:

Fee per seminar:
Each seminar fee includes a four-hour presentation and comprehensive reference manuals.
R1,790 | R1,590 for early registration* (incl. VAT)
*See our website for early registration cut-off dates
10% discount on each of the above price levels for two or more people from the same firm or company

Registration and enquiries

Step 1: Fill out the online registration form at https://www.gawieleroux.co.za/seminars/register/wills-estates
Step 2: Make EFT payment
Step 3: Send proof of payment to [email protected]

CLICK HERE TO REGISTER

Organizer

Gawie le Roux Institute of Law
Phone:
012 361 1715
Email:
michelle@gawieleroux.co.za
Website:
https://www.gawieleroux.co.za