Available Course

Deceased Estates: Income Taxes, Estate Duty and Administration

>> 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
Back

"As deceased estates become taxpayers in their own right after the passing of an individual, it is imperative for trustees and executors who take over the responsibility for these estates to understand the working of income taxes for the deceased and their estate, as well as estate duties itself. Join us for a dedicated session to discuss the various provisions governing the taxation and administration of deceased estates."

"• Income tax implications for the deceased upon passing • Income tax implications for the deceased estate • Income tax implications for the beneficiaries in relation to income and assets distributed from 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 work for submitting the returns? • 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.