Description
Join our webinar for expert insights on tax strategies for high-wealth clients, common traps, the 39% rate, audit focus, and the potential impact of a proposed capital gains tax.
This webinar covers tax planning for high-wealth individuals and successful clients including:
- Patterns of wealth creation including development and sale of businesses, shares, real property and efficient investments.
- Tax planning employed, (incl. transitional residence, use of trusts and companies, use of transparent entities for ventures, funding of capital assets, roll-over reliefs, losses, gifting, charitable giving etc.).
- Tax traps and Inland Revenue’s audit focus for 2026.
- A proposed capital gains tax – scope.
Join this webinar for a one stop discussion of tax issues and tax planning relevant to high-wealth and successful clients.
LEARNING OUTCOMES
A broad understanding of the taxation of high wealth and successful clients, including the means of wealth generation and the ways that current tax settings contribute to that wealth.
SUITED TO
Business owners, Accountants and Lawyers.
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PRESENTER
Maurits van den Berg, Senior Manager, Taxation Services, Baker Tilly Staples Rodway
Maurits has a special interest in cross-border business and the associated GST and income tax issues. Maurits is also a co-author of the popular CCH publication “A Practical Guide to Taxing Property Transactions”.