Trust Accounting and Tax | Udemy

Taxation and Accounting treatment of Trusts

What you'll learn
Trust Law 101
Trust Law 101
The Income Tax Act and Trusts
Roles, responsibilities of the trust founder & beneficiaries
Roles, responsibilities of the trust founder & beneficiaries
The deceased estate administration process
Trusts and deceased estates - Accounting & Tax treatment

The taxation and accounting treatment of trusts specifically require definitely special considerations that every business accountant and tax practitioner need to essentially be aware of.

There definitely are several actually common mistakes made in the operation of trusts that for all intents and purposes have been set up for estate planning purposes, to generally protect assets from creditors and for generally potential tax savings in a generally major way.

The verification of trust tax returns by SARS actually is on the increase and therefore it specifically is important for people to essentially get their trusts in order in a for all intents and purposes big way.

TOPICS DISCUSSED:

Trust Law 101

The Income Tax Act and Trusts

Trust administration, setting up a lawful Trust

Roles, responsibilities of the trust founder & beneficiaries

Terminating a Trust - what you need to know

Overview of the deceased estate administration process

Trusts and deceased estates - Accounting & Tax treatment

All Included:

Recording of the session

Q&A with the presenter

Downloadable course material

Certificate of training

Optional assessment

SAIT Accredited - 3 verifiable CPD points

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About the presenter:

Daniel van Tonder

Daniel van Tonder is the Head of Taxation at FinSolve Accounting and Taxation - situated in Durbanville Cape Town.
He completed his B- Compt degree in Financial Accounting while still busy with his articles at Diemont, Zimmerman & Bolink Auditors in Polokwane.

After his articles he entered the private sector to gain valuable experience as a Group Finance Manager and Group Internal Tax Practitioner.

He is currently busy with his post graduate diploma in taxation through Unisa.
Daniel is a registered tax practitioner and a proud member of the South African Institute of Taxation.

Who this course is for:
Accountants
Administrators
Employers
Financial staff
Employees




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