The Davis Tax Committee has identified potential amendments to wealth taxes
that could result in increased tax revenue for the fiscus. The 2015 Taxation
Law Amendments to the taxation of deceased estates will result in the more
efficient collection by SARS of taxes triggered both at the death of a taxpayer
and during the subsequent winding up of the estate. The maintenance of
accurate documentation will be essential in order to respond to the increased
verification expected from SARS.

As a myriad of taxation legislation becomes applicable both at the date of
death of a natural person taxpayer and thereafter, an understanding of the tax
consequences of all the legislation, old and new, is vital to ensure efficient tax
planning and sufficient liquidity.

Join us as we address the tax legislation applicable, inter alia:Davis tax committee and 2016 Budget speech

• Proposed amendments to wealth taxes

Taxation of deceased

• CGT

1. New spousal rollover rules
2. New asset valuation rules
3. Excluded assets
4. Calculation of CGT liability

• Tax consequences for heirs

Deceased Estate

• New rules for valuation of assets
• Tax consequences of disposal of assets vs distribution of assets
• New rules on taxation of income in the deceased estate
• Taxes payable: VAT, Income Tax, CGT

Estate Duty

• Value of dutiable estate

1. Property and deemed property

• Allowable deductions
• Use of portable spousal rollover
• Use of usufructs and trusts for tax planning
• Liability for Estate duty

WHO SHOULD ATTEND

• Tax practitioners
• All business owners and managers
• Advisors, auditors, accountants, bookkeepers
• Tax academics
• Anyone else involved in business management and/or taxation.

PROGRAMME
08h00 â€" 08h30 Arrival and registration
08h30 â€" 10h30 Presentation 1st half
10h30 â€" 11h00 Tea break
11h00 â€" 13h30 Presentation 2nd half

PRESENTER
Di Seccombe (B Com, LLB, LLM(Taxation)) is an admitted attorney with a Masters degree in taxation and, has been involved in tax for over 10 years. Di is currently the National Head of Tax Training and Presentations with Mazars and, in this capacity provides tax training to Mazars partners, staff and clients. Di also consults on Income Tax matters including, Corporate, Individual and International tax as well as VAT. Di presents tax seminars on a national basis for amongst others, the SA Institute of Tax Practitioners, the SA Institute of Professional Accountants and the UCT Graduate School of Business focusing on general as well as specialised tax topics. Di still lectures part-time for the National School of Accounting to assist up and coming CA’s with passing the UNISA CTA (Hons) programme and for Varsity College in Cape Town. Di started her tax career as a full time academic with the University of KwaZulu-Natal before moving into practice. She has presented numerous tax seminars with great success to attendees ranging from JSE corporate advisers to smaller tax practitioners and is a popular lecturer amongst her students. Di’s primary focus in any presentation is that attendees find the material relevant and presented in an understandable and accessible manner.

COST
R1 140 per delegate (incl. of VAT)

Payments by EFT
Banking details:
Please note that the banking details have changed as follows:
Bank FNB Cheque Account (Swift - FIRNZAJJ)
Account Holder MyActive
Branch Name Melrose Arch
Branch code 254405
Account No 62362559787

Please make use of your ID number as reference when making payment. Confirmation of payment to be sent to the relevant event organiser to secure your seat.  Please note that fees are non-refundable and not transferable to other seminars.

MAZARS ACADEMY
This training is brought to you in conjunction with Mazars Academy.

Mazars Academy, a campus of Mazars University, is a professional education, training and development institution established by Mazars South Africa to support capacity development in the financial management profession. The education, training and development programmes aim to support private and public sector
development priorities through the development of broader access to quality learning opportunities that enhance employability and performance impact.

Leveraging Mazars’ extensive global and local technical and business leadership expertise, the academy is well placed to design tailored training programmes, delivered in association with subject matter experts, tuition partners and supported by innovative learning methodologies and technology.

Click below link to view the MAZARS ACADEMY SEMINAR for the regions:
Seminar Schedules for the regions.pdf - 138.8 KB