Tax Red Flags for Everyday Practice

Everyday practice isn’t always plain sailing. Add in a myriad of tax considerations, and the risks for you and your clients increase. Tax in respect of property, trusts and relationship property matters, to name a few, is a complex area. The bright-line area alone is complicated, due to successive legislative changes over the past few years. 

Presented by a panel experienced in all things tax, this webinar will raise your awareness, and give you a better understanding, of a range of tax-related issues – and provide guidance about when you need to seek specialist advice.

Who Should Attend?

Those practising in the areas of property, commercial, trusts and relationship property.

  • Become better attuned to the obvious and not-so-obvious tax issues of which you need to be aware when advising clients on property, trusts and relationship property matters.
  • Through realistic case studies, dealing with everyday transactions and tax topics (such as the zero-rating regime, land transactions including bright-line considerations, and trust distributions), gain a better appreciation of the issues and the practical implications of getting it right or wrong.
  • Gain insights into where practitioners make errors about tax-related issues.
  • Become better apprised of when you should seek specialist tax advice.


Presenters

Terry Baucher
Click here to read profile

Terry Baucher has worked in New Zealand tax for over 30 years now. After spells with Deloitte and EY, he founded boutique tax consultancy Baucher Consulting in 2004. The firm provides advice on a range of issues including GST and cross-border issues for individuals, trusts, SMEs and accounting and law firms, particularly in relation to UK tax matters.

Terry is a regular presenter for the New Zealand Law Society, CCH and CAANZ special interest groups. He is also the host of the podcast Te wiki o te tāke – The New Zealand Tax Podcast and is the co-author with Deborah Russell MP of Tax and Fairness.

https://www.bwb.co.nz/books/tax-and-fairness

0a772302-8594-ee11-be37-00224893b6d3
Shelley-ann Brinkley
Click here to read profile

Shelley-ann is a Tax Director at Nexia New Zealand’s Auckland office. Shelley-ann has over 20 years’ experience in the provision of tax consulting services to high-net-worth individuals, trusts and SMEs, through to large multinational companies and professional accountancy firms. 

She regularly presents to professional accountancy firms through the Knowledge Shop to provide continuing education on current tax issues and to keep them up to date with legislative changes. She has been a co-author of Thomson Reuters’ Tax Examples and Scenarios since 2008 and has been a co-author of Thomson Reuters’ Staples Tax Guide since 2022. 

216f2315-8594-ee11-be37-00224893b6d3
Riaan Geldenhuys
Click here to read profile

Riaan is a barrister and advises a number of high-profile companies, individuals, accounting and law firms on income tax, GST and Customs issues.
Before joining the bar, Riaan was a tax dispute specialist for PwC, and worked in senior roles in Inland Revenue. 
Prior to immigrating from South Africa, Riaan practiced as a solicitor and was a litigation partner from 1999. 

2750e62e-8594-ee11-be37-00224893b6d3

Chair

Tammy McLeod
Click here to read profile

Tammy is the managing director at Davenports Law Limited and leads their Trust Team. She is a trust and asset structuring specialist with over 20 years’ legal experience specialising in the areas of trust law, asset planning and Property (Relationships) Act.

She advises clients on a broad range of issues involving the duties of trustees and the management and administration of trust funds, the structuring, establishment and review of asset plans and the interpretation of trust deeds.

Tammy is a past president of the Auckland Woman Lawyers’ Association and is the vice-president of the North Harbour Club.

043aea96-50e2-ed11-8847-00224893e7e7

Details

Pricing Details

Ticket Price

Member: $190 GST

Non-Member: $270 GST

Registration

Registration Close Date

19/03/2024
Loading...