18 Taxation of Trusts (Webcast + Webinar Recording)
Prices NZD and ex GST - 3 October 2018 On Demand recording of the Taxation of Trusts webcast + webinar
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Product Description
Trusts remain a popular vehicle for holding clients’ assets and investments. There have been several changes to tax laws that affect trusts over the last few years and further changes are included in the tax bill that is before Parliament. This year has seen the release of Inland Revenue’s comprehensive 130-page interpretation statement on the taxation of trusts.
This course will use a case study approach to examine the taxation treatment of trusts, including:
- The changes to the definition of complying trusts
- What happens when a settlor, trustee or beneficiary becomes a non-resident
- Foreign trusts disclosure obligations
- CRS due diligence and reporting obligations
- Proposed changes to the tax rules applying to trusts in the latest tax bill
- GST implications of making distributions to beneficiaries
Upon satisfactory completion of this activity you will be:
- Updated on recent and upcoming tax law changes affecting trusts
- Identify the tax implications of settlors, trustees or beneficiaries becoming non-resident
- Aware of foreign trust disclosure obligations
- Aware of CRS obligations of trusts
CPD Hours: 3
Suited to...
This course is intended for accountants and lawyers who act for trusts or who are trustees of trusts and want to ensure the trust is meeting its tax obligations.
Presenter:
Stephen Richards, National Technical Director - Tax Advisory, Crowe Horwath
Stephen Richards is the National Technical Director of Tax Advisory for Crowe Horwath, the largest accounting firm in New Zealand specialising in the SME/HNWI space.
Stephen has been practicing in tax advisory for 20 years and is a sought-after speaker on tax topics, including for CCH and TEO Training courses.
Stephen is renowned for making complex topics understandable.