Product Description
This webinar will address the important tax considerations and common pitfalls that advisors and their clients need to be aware of when a personal relationship ends.
The webinar will address the following topics:
- The tax considerations of when a personal relationship ends
- What is a Relationship Property Agreement (RPA)?
- What is a “settlement of relationship property”?
- Income tax implications of asset transfers under a RPA, including land, personal property and depreciable assets
- Implications for shareholder continuity and losses of companies
- Tax planning and avoidance considerations
Upon satisfactory completion of this webinar you will be able to:
- Identify the issues to consider when a personal relationship ends
- Advise clients whether a RPA is appropriate for their circumstances having regard to the tax implications
- Provide tax input to clients and other professional advisors involved in the preparation of RPAs
Total CPD Hours: 1
Suited to:
- Accountants with a client base that requires regular advice and guidance regarding ending personal relationships
- Lawyers regularly preparing and providing advice in relation to RPAs
PRESENTER
Rochelle Roddick, Partner - Tax Advisory, Findex
Rochelle is a tax advisor and a partner with Findex. She provides advice on the full spectrum of tax matters, ranging from individual issues through to complex corporate or financing transactions. She has advised a number of clients with advice in respect of ending personal relationships.