Description

Current Individual Taxpayer Issues 2024

Overview

Our presenter, Diane Seccombe, will not deal with the actual operational side of filing the return, but rather with the contents of the return, and how to navigate the questions to limit the verification questions
Taxpayers need to understand the content of their tax returns. What do the questions really mean, and depending on their answers, what are the verification questions they could expect? Once that hurdle is overcome, it is equally important to understand what information and documentation will be required to discharge the burden of proof placed on the taxpayer to satisfy SARS that the information disclosed has been substantiated.

Webinar Content

• • • Trust distributions
    • Cessation of residence
    • Employment
    • Foreign income
    • Disposal of offshore assets
    • Disclosure and taxation of SA sourced amounts paid to non-residents

After this session, you will be

• • • Updated with the current law and SARS practice impacting taxpayers during the 2024 filing season.
    • Competent to advise clients on the compliance and documentary evidence requirements applicable to the 2024 filing season.
    • Confident to train your staff about the current law and SARS practice applicable to the 2024 filing season.
    • Informed about topics to include in a client communique to alert your clients about current law and practice impacting 2024 filing season obligation

Face-to-face workshops & Webinar presented by Diane Seccombe
Diane Seccombe is an admitted attorney with a master’s degree in taxation and has been involved in tax for well over ten years. Currently the National Head of Taxation with the Mazars Academy, Di provides tax training to Mazars partners, staff, and clients. She also consults on income tax matters including, corporate, individual, and international tax as well as VAT. Di presents tax seminars on a national basis for, amongst others, Sanlam, ABSA, Old Mutual, and various professional institutes. She started her tax career as a full-time academic with the University of KwaZulu-Natal before moving into practice.

14 August 2024 Johannesburg	15 August 2024 Pretoria	16 August 2024 Durban	19 August 2024 Somerset West	Webinar
The Seven Villa Hotel & Spa, 160 Helen Rd, Strathavon, Sandton, 2031	The Capital Menlyn Maine, 194 Bancor Ave, Menlyn, Pretoria	The Capital Pearls, 6 Lagoon Drive, Umhlanga Rocks, Durban	Seven Sisters Vinyard, Off Annandale Road, Lynedoch, Stellenbosch	20 August 2024- Part 1 21 August 2024 – Part 2
Click here to view the map. Duration: 09:00 – 13:00	Click here to view the map. Duration: 09:00 – 13:00	Click here to view the map Duration: 09:00 – 13:00	Click here to view the map. Duration: 09:00 – 13:00	Duration: 09:00 – 11:00
R1 380 incl VAT	R1 380 incl VAT	R1 380 incl VAT	R1 380 incl VAT	R595 incl VAT

 

 For further enquiries please contact us on:
+27  86 123 SAGE (7243)
[email protected]