Available Course

(Afrikaans) Taxation of Deceased Estates

>> Click here to book this training as an In-House course <<

Duration: 2.50
CPD Hours: Attendance at this seminar will secure 2.5 hour/s verifiable CPD points including other professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc)
Course Facilitator: Corlia Faurie
T:  0118861395
E:  gillian@probetatraining.co.za
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Whoever thought taxes would let one rest upon death, think again. Deceased estates become another taxpayer having to report to SARS on taxes after the passing of an individual, for both income taxes as well as estate duties. ProBeta offers a dedicated session to deal with the various provisions governing the taxation and administration of deceased estates.

This session will address matters including, but not limited to, the following: • Income taxes for the deceased, their deceased estate as well as the beneficiaries of the estate • Estate duties o What constitutes an estate? o How should property be valued for estate duty purposes? o What rebates are available? o At what rate will the estate be taxed? o How does other taxes impact the estate duty obligation? o How does the administrative process for submitting the returns work? • Administration of deceased estates o Reporting a deceased estate o Wills and inventories o Curators and executors o Distributions from the estate

Executors or those in charge of administrating deceased estates, tax practitioners and other professionals might benefit from this course.