Deceased Estates - Estate Duty
Why take this course?
🏡 Deceased Estates - Estate Duty: A Deep Dive into Compliance and Calculation
Course Overview:
This comprehensive session is designed to delve into the intricacies of Estate Duty, a crucial aspect of managing deceased estates. While previously touched upon during the administration process, this course offers an in-depth exploration of SARS' procedures and compliance requirements, ensuring you are well-equipped to handle estate matters confidently.
What You Will Learn:
📑 Topics Discussed:
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Outstanding Returns of Deceased:
- Filing all returns up to the date of death.
- Creating a new Income Tax profile for the Estate.
- Handling after-death income and expenses.
- Deregistering the deceased’s personal SARS profile.
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Estate Duty and Calculation:
- Understanding the implications of section 4q regarding the surviving spouse’s inheritance.
- Addressing maintenance payments and their impact on Estate Duty.
- Navigating the treatment of policies paid directly to third parties.
- Managing administration costs, including the calculation of these expenses.
- Identifying other exemptions that may apply.
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Transfer Duty:
- Understanding its role and how it differs from Estate Duty.
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Tax as an Administration Cost:
- How to account for any SARS tax within the estate’s administration costs.
Course Features:
- Video Presented Course: Engage with high-quality video content that brings complex topics to life.
- Downloadable Course Material: Access comprehensive study guides and reference materials.
- Certificate of Training: Receive formal recognition of your commitment to learning with a certificate upon course completion.
- SAIT Accredited - 4 Verifiable CPD Points: Boost your professional credentials with verifiable Continuing Professional Development (CPD) points from the South African Institute of Taxation (SAIT).
About the Presenter:
👩💼 Lize Muller - Your Expert Guide
Lize Muller has over two decades of experience in the Administration of Deceased's Estates, making her an expert in her field. With a Diploma in Insolvency Law and a certificate in Administration of Deceased's Estates from AIPSA, Lize also holds certifications in Continuing Legal Education and is authorized by the Law Society of South Africa.
Her extensive career includes over 220 appointments as an Executor in both Testate and Intestate Estates, acting as an advisory in estate administrative matters, handling complex estates, successful High Court Litigation in relation to heir disputes, PIE Applications, international estates, drafting of Wills, and more.
Lize's achievements reflect her deep understanding of estate administration and her ability to navigate the legal and financial complexities involved. Her knowledge is not just academic; it is honed through practical experience and a commitment to staying at the forefront of the industry.
Join Us on This Journey:
Embark on the journey to mastering the intricacies of deceased estates and Estate Duty with Lize Muller's guidance. This course is tailored for professionals looking to expand their knowledge and enhance their skills in estate administration and compliance. With this accredited training, you will be well-prepared to manage estates effectively, ensuring that all legal obligations are met and that the estate’s interests are protected.
📅 Enroll Now to secure your spot and take the next step in your professional development. 🚀
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