Seminar: Basic principles applicable to shareholder transactions and restructuring – 4 CPD hours – Jun 2015

Overview 

Every taxpayer or tax advisor is likely to encounter a transaction between a company and its shareholder or a restructuring at some point in time. In many instances the tax implications of such transactions do not necessarily drive the transaction, but play an important role in which it is structured to achieve the desired outcomes. Taxpayers and advisors need to have a working understanding of the basic concepts and principles to consider from a tax perspective.

Course content

This seminar covers the following basic principles that would be relevant to advisors and taxpayers entering into transactions between shareholders or restructuring activities:

  • Share issue and buy-back transactions
  • Company distributions and loans
  • Restructuring and write-off of loans
  • Capital gains tax principles relevant to the sale of business or shares
  • Using roll-over relief to achieve tax efficient restructuring

Continuing Professional Development (CPD)

This event and successful completion of the online assessment will secure 4 hours verifiable output CPD points/units.

Cost

OPTION 1 – Seminar

  • SAIT members: R 885.00
  • Non-members: R 985.00

OPTION 2 – Webinar broadcast 

  • SAIT members: R 370.00
  • Non-members: R 450.00

OPTION 3 – DVD and electronic course notes

This CPD event will be recorded and available to purchase on DVD from 1 July 2015.

  • SAIT members: R 595.00
  • Non-members: R 650.00

Click here to purchase the DVD.

When and where

All seminars will run from 09h00 to 13h00.

  • 08 June 2015 – Johannesburg
  • 09 June 2015 – Cape Town
  • 10 June 2015 – Webinar

Click here for more information and bookings.