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2019 Webinar: #Tax2020: Processes and treaty considerations
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 Export to Your Calendar 2019/11/28
When: 28 November 2019
From 10:00 am until 12:00 pm
Where: Online Webinar
South Africa
Contact: Thabelo Raivhogo
0129437002


Online registration is available until: 2019/11/26
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Overview

#Tax2020 is effective as of 1 March 2020, leaving us very little time to communicate, consider and plan for the anticipated tax impact. As of South African tax year 2021, expats will be facing an additional tax on their now tax-exempt foreign earned income, yet their tax year 2020 and 2019 ITR12 returns may need special care and attention.

This two-hour webinar will attempt to explore practical issues facing expats and their South African tax advisors, the new SARS rules, and more importantly, specific double tax treaty rules. Focus areas will include the issues facing tax practitioners who assist clients, and we will briefly touch on the issues facing employers of expat employees.

The webinar will not only attempt to unpack the Act as it was promulgated in December 2017 (effective as of 1 March 2020), but will also attempt to provide practical examples on a country-by-country basis. The presenters will also provide guidance on the process of financial or formal emigration, and the steps to be taken prior to filing with SARB and SARS.

We invite attendees to forward their specific questions and practical issues to taxmigration@taxforum.co.za no later than close of business on Monday, 18 November.


Course Content

  • Why is it important to communicate the changes and impact with your expat clients?
  • The exit tax and other tax consequences, i.e., estate duty and the need to amend the client’s will or draft a second will
  • Tax resident vs tax non-resident: How this is achieved for taxpayers residing in and availing to tax treaties between South Africa and:
    • United States of America
    • United Kingdom
    • Spain
    • United Arab Emirates
    • Qatar
    • Saudi Arabia
    • Singapore
    • Hong Kong
  • The role of tax residency certificates, certificates of residence and/or domicile certificates
  • How do we deal with clients employed in countries where there is no tax treaty in place?
  • How to manage tax credits – treaty rules vs section 6quat rules
  • Once tax non-resident, what next? FICA and CRS impact
  • Can we now ask SARS to close the tax number?
  • The SARB FinSurve (exchange control) rules in respect of foreign earned income held abroad or remitted into or out of South Africa

Presenter

Hugo van Zyl

CA (SA) TEP MTP(SA) MCom (Tax)

Hugo van Zyl is a Chartered Accountant and Master Tax Practitioner who is passionately committed to clients facing tax challenges. He is keen to assist either the resident or migrated taxpayer, his trusted accountant, auditor, his tax lawyer or the trustee of the family office or trust. Since qualifying and joining SAICA as CA(SA) some 30 odd years ago, Hugo joined SAIT as Master Tax Practitioner and STEP as Trust and Estate Practitioner. Since 1994 his focus has been on migrant taxpayers, be it the returning exiles, or those departing for Perth, London, New York, Tel Aviv or Buenos Aires and Los Angeles. He is therefore closely involved in #Tax2020 facing expats and succession and estate planning for diasporic families.


CPD

This webinar and successful completion of the online assessment will secure 2 hours verifiable output TAXCPD points/units.


Event Investment

Free for all to 2019 CPD subscribers. (Not yet a subscriber? Please click here for more information).

Member: R395.00

Non-member: R475.00

Company Price: R950.00

Please note the company price applies whenever more than one person will be watching a webinar concurrently from one connection, e.g. if a group is watching the webinar together in a boardroom


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.

  • Conditions:

    • 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.

  • Please click here for the full terms and conditions.

 

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Section 240A of the Tax Administration Act, 2011 (as amended) requires that all tax practitioners register with a recognized controlling body before 1 July 2013. It is a criminal offense to not register with both a recognized controlling body and SARS.

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