Local and Global Changes: Impact and Solutions for Advisors and Clients
Globally, the tax and client advisory industry is dynamic and subject to continuous change which requires a persistent search for knowledge and trusted networking partners. Local and international changes in law and general trends highlight the reason for the annual Cross-border Considerations for the Global Client event. Various articles have been published about changes in domestic and international laws and conflicting views have been expressed. A client’s current advice document might be subject to outdated views.
This workshop will introduce you to presenters from different jurisdictions with multidisciplinary skill sets. They will share their experience and knowledge relating to diverse aspects of international trends and legal and practical principles, including dealing with topics that deal with domestic realities. Advisors must comply and manage the twists and turns of foreign and local rules and the impact of non-compliance.
The workshop will proactively deal with the following topics:
Global sharing of financial information: Trends and updates
Cross-border tax planning and technical update
New SA tax rules for offshore trust distributions – implications and solutions
Impact of OECD BEPS Actions and EU Code of Conduct:
Substance requirements for low tax jurisdictions (with a focus on Jersey)
Blacklists and abolition of “harmful tax practices” (with a focus on Switzerland)
Tax charges for non-resident owners of UK property: SA and UK considerations
Private client tax impact for South Africans with international exposure
Immigration and emigration: Practical options and challenges
Getting ready to exit or simply making sure you comply: Exchange control know-how
Obtaining your US green card based on the EB-5 investor visa program: What are the trends and possible challenges?
International tax principles
Sharing of information
Local tax changes and update
Exchange Control know-how
Immigration and Emigration: where are we and where to from here: will we break local emigration records?
Planning options available for local and global clients and advisors
SAIT members: R1 584.00
Other members: R1 980.00
This event does not form part of the CPD subscription package.
verifiable output Tax CPD
25 June | Johannesburg
27 June | Cape Town
Time: 08:00 – 16:00