Description
Stay ahead of Inland Revenue scrutiny—gain practical insights into high risk shareholder dealings, overdrawn loan accounts, and the latest Budget 2026 tax changes impacting close companies
Inland Revenue’s tax reviews continue to focus on overdrawn loan accounts and other shareholder dealings with close companies. This webinar will focus on:
- Close company taxable dealings with shareholders & shareholder employees, (including a summary of FBT changes affecting shareholder employees).
- Militating tax risks associated with overdrawn loan accounts, (dividends, FBT, RWT, repayment terms).
- Budget 2026 – new rules for loans and companies in liquidation applying from 4 /12/2026.
- Other Inland Revenue data-driven risk areas relating to shareholder dealings including deemed dividends, share repurchases etc.
Join this webinar for a practical discussion on the tax rules applying to dealings between close companies and shareholders.
LEARNING OUTCOMES
A good understanding of the tax rules applying to overdrawn loans and other shareholder dealings with close companies.
SUITED TO
Accountants, lawyers, advisors and owners of small to medium businesses.
PRESENTER
Maurits van den Berg, Senior Manager, Taxation Services, Baker Tilly Staples Rodway
Maurits is a Senior Manager Taxation Services at Baker Tilly Staples Rodway Auckland. Maurits is a co-author of the popular CCH publication “A Practical Guide to Taxing Property Transactions”.
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