Join this practical webinar to uncover the hidden tax traps in related party transactions—and learn how to help your clients avoid costly surprises
As practitioners we deal with people’s personal and business affairs on a regular basis. On most occasions people do not even consider tax outcomes or consequences but it is surprising how many things are impacted by taxation.
Often the temptation with such transactions is to consider that because of the closeness of the relationship an informal arrangement between them is acceptable and yet when things go wrong between close groups the consequences are often greater and the fallout wider.
This webinar will look at taxation consequences arising from related party transactions as they apply to individuals, partnerships, trusts and companies, and the things to look out for when assisting clients in putting together arrangements/transactions. In particular, the webinar will look at practical situations relating to the following:
An understanding of the taxation rules that apply when dealing with interactions and transactions between close companies, partnerships, relationship property, employer/employee transactions, close family groups and trusts.
Accountants with a client base that requires regular advice and guidance as to employee/employer transactions, relationship property settlements, close family relationship transactions including use of trusts, business succession, company incorporation, use of trusts, and transfer of assets.
Lawyers preparing agreements for sale and purchase of assets and business for close groups such as close companies, trusts, partnerships, close family groups and individuals.
Daniel Gibbons, Partner – Tax Advisory, Findex/Crowe NZ (presenting on behalf of TEO)
Daniel Gibbons is a Queenstown based Tax Advisor for Findex/Crowe. He advises on a wide range of tax matters, including property transactions and ongoing investment, international taxation matters and business/asset structuring.
Daniel specialises in advising clients on property transactions and the structuring of ownership, international taxation issues, including assisting on overseas investment office matters, and assisting with the restructuring of business and family groups.
1 CPD Hour
