Death of a Taxpayer 2019 - 12 November 2019 (On Demand)

Description

Income tax issues arising on death and how to plan for them

An individual’s death can trigger onerous and often unexpected tax liabilities. This webinar will provide attendees with an understanding of the tax consequences that arise from asset transfers made upon an individual’s death. The webinar will also provide attendees with the ability to ensure that their clients have structured their affairs to minimise the tax impact of their death.

Topics covered will include:

  • Income tax consequences of asset transfers on the death of an individual and when a market value disposal is deemed to arise
  • Whether tax relief is available depending on the nature of the assets in the estate and how the terms of a will can affect this
  • Various practical issues including the effect of death on a company’s shareholding continuity, providing for debt forgiveness on death and tax compliance issues for estates
  • Latest IRD views regarding the tax consequences of receiving an inheritance payment from a deceased estate

ORIGINAL BROADCAST DATE

12 November 2019

LEARNING OUTCOMES

The death of an individual can have wide-reaching effects on their financial and business interests with flow on taxation consequences.

This webinar will provide attendees with a broad understanding of the income tax rules applying to the transfer of assets upon death. More importantly, it will enable attendees to more effectively advise their clients in relation to estate and succession planning prior to death.

SUITED TO

  • Accountants of all levels, particularly those advising individuals on estate and succession matters or acting for deceased estates
  • Lawyers advising on wills, trusts, succession and other estate matters
  • Other professionals providing executor, trustee or other estate related services

PRESENTER

Greg Neill, Partner - Tax Advisory, Findex presenting on behalf of TEO

1 CPD Hour

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $170.00 excl. GST

Coming Soon

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.