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2020 Understanding Trust Taxes

August 19 @ 9:00 am - 4:00 pm

The taxation of trusts is an area that is often poorly understood. For many years, this did not negatively impact taxpayers, as taxpayers had a lot of freedom to structure trusts in such a way to obtain a tax advantage through effective estate planning. This is certainly no longer the case. The aim of this webinar is to look at the fundamental principles of trust taxation and how these impact the donors, beneficiaries and any other impacted parties. We will explore the tax consequences that could unexpectedly arise for donors and what donors should consider when donating to a trust. We will also discuss the risk areas and how these risks should be mitigated in order to protect the relevant parties involved, especially when financing is provided to trusts.

This webinar will cover the following areas:

  • The principles of trust taxation
  • Income
  • Expenses
  • Distributions
  • Anti-avoidance and trusts
  • Attribution rules related to trusts (income and capital rules)
  • The impact of section 7C
  • Tax consequences for beneficiaries
  • Tax consequences for donors
  • Tax consequences of offshore trusts

 

PRESENTER:

Carmen Westermeyer
BCom (Honours Accounting) CA(SA)

COSTS:

Webinar:
SAIT member: R480
Other members: R575
Company Price: R950
CPD Subscribers: Free

 

CPD:

This webinar and successful completion of the online assessment will secure 5 hours verifiable output Tax CPD

 

DATES:

19 August 2020

Time: 09:00 – 14:00

Details

Date:
August 19
Time:
9:00 am - 4:00 pm
Website:
https://www.thesait.org.za/events/EventDetails.aspx?id=1407804&group=

Venue

Online Webinar
South Africa

Organizer

Tax Faculty
Phone:
0129410400
Email:
cpd@taxfaculty.co.za
Website:
https://sait.site-ym.com/events/EventDetails.aspx?id=947838&group=

Details

Date:
August 19
Time:
9:00 am - 4:00 pm
Website:
https://www.thesait.org.za/events/EventDetails.aspx?id=1407804&group=

Venue

Online Webinar
South Africa

Organizer

Tax Faculty
Phone:
0129410400
Email:
cpd@taxfaculty.co.za
Website:
https://sait.site-ym.com/events/EventDetails.aspx?id=947838&group=