7 April 2016
From 09:00 until 13:00
Webinar online session
Presented live from
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Good tax research and opinion writing is both tricky and extremely important for any tax professional. It is tricky because it requires a complex mix of competencies, including subject-matter knowledge, an ability to grasp the facts of a particular case accurately, and a range of domain-general research and writing skills. It is important because a well-written and thoroughly researched opinion is a valuable service to clients under a wide set of circumstances, including for example to mitigate tax penalty risk in terms of section 223(3)(b) of the TAA. The course is aimed at junior and mid-level professionals
In this 4 hour and highly practical webinar, two of the country’s foremost tax experts, Prof. Keith Engel and Piet Nel, will equip you with the skills and techniques required to research and write a professional tax opinion. Engel and Nel will provide practical research advice, guidelines for discerning the essential facts of a case, how to apply the law accurately to the facts, and how to bring your research to a successful conclusion in a well-structured and professional document.
- Part I
- Importance of quality tax research (a rare skill)
- Legislative history and process
- SARS interpretation
- Judicial decisions
- Treatises, journals and articles
- International research
- Part II:
- Tax opinions as a service to clients
- The purpose, structure, style and content of tax opinions
- How to apply the law to the facts
- Do’s and don’ts of tax opinion writing
- A practical worked example of writing a tax opinion
- Practical matters
- Expressing your conclusions
Keith Engel, Chief Executive Officer, South African Institute of Tax Professionals
Keith Engel is the Chief Executive Officer for the South African Institute of Tax Professionals. As part of his core duties managing the Institute, he is heavily engaged in tax at a policy, legislative and interpretative level (e.g. with National Treasury, Parliament, SARS, the Davis Tax Committee and the private sector). His role also includes presentations and participation in regional African tax issues. Outside of the Institute, he regularly teaches at the University of Johannesburg and is an honorary adjunct professor at the University of Cape Town, North Western University and Rhodes University. Keith is well known for his leading roles in the formulation of tax legislation at the National Treasury from 2000 to 2013.
Piet Nel CA(SA)
Piet is the Head of the recently established School of Applied Tax at the SA Institute of Tax Professionals (SAIT). He formerly lectured in taxation at UNISA and the University of Pretoria and acted as study supervisor on post graduate level. Prior to joining SAIT, Piet was the project director for tax at SAICA. Over a period of more than a decade, Piet presented numerous tax seminars and workshops to tax practitioners. Piet is also well known in the media, regularly appearing on radio and TV talk shows. He actively contributes to the tax thought in South Africa and regularly publishes articles in professional journals and magazines
This event and successful completion of the online assessment will secure 4 hours verifiable output CPD points/units.
Including the following professional bodies. (SAICA, CIMA, SAIPA, SAIBA, ACCA, FPI, CSSA, LSSA, FISA, ICBA, IAC, AAT)
Free to Tax Advisory Subscription Package holders ( Please use your promo code to register)
Company Price: R850.00
Payments & Cancellations
- All payments must be made by EFT or by credit card, at least 3 working days before commencement of an event.
- Kindly note that should payment not been received 2 days after the event, legal action will be taken
- Proof of payment will be requested at registration, if payment at that point in time has not been reflected on SAIT's bank account.
- Only written notice of cancellation will be recognised.
- If the cancellation occurs more than 4 working days prior to the event no cancellation fee will be charged.
- If the cancellation occurs less than 4 working days prior to the event a 100% cancellation fee will apply.
- Delegates who book and fail to attend will be liable for the full event fee.
- SAIT's liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
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