Overview   

There is a general misconception that estate planning is a once-off activity that is mostly centred around the making of a last will! Estate planning requires annual review considering the growing trend of South Africans to invest in offshore assets, crypto-assets, provision of liquidity of the estate, tax consequences, and future growth of assets.  

Accounting professionals are well-placed to provide this value-added service to their clients. An annual review of clients' estates provides an opportunity for growth of the accounting professional's practice. Accountants can expand their service offering to support clients to plan for the future to ensure their businesses become multi-generational enterprises.  

Join Jako Liebenberg CA(SA) on 20 September 2022 from 9:00 a.m. to 11:00 a.m. as he shows you how to increase your service offering by becoming an estate planner for your clients. 

Competencies developed in this webinar 

By attending this CPD webinar you will develop the following competencies: 

• Be conversant with the basics of estates and estate planning. 

• Know and understand the various Acts that regulate estate planning, including the taxation of estates.  

• Gain the knowledge and skill required to become a competent and professional estate planner.  

• Have a strong appreciation of estate planning as an additional source of income for your practice.  

• Successfully implement estate planning as an additional service offering in your practice.  

Content 

The webinar will cover the following topics:  

• What is estate planning? 

• The law in estate planning: 

  • The Administration of Estates Act. 

  • The Wills Act. 

  • The Intestate Succession Act. 

• Estate duty and capital gains tax. 

• How to perform an estate planning process. 

• Creating an estates planning practice.  

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAIBA, SAICA and SAIPA. 

 All attendees are issued with a CPD certificate available in an online profile.   

About the presenter 

Jako Liebenberg CA(SA) 

Jako became a Chartered Accountant and Registered Public Auditor in 2001. His entire career has been in public practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012. 

Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development. He serves as an assessor in the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees.  

Who should attend? 

The following persons will benefit from attending this webinar: 

• Professional accountants including: CA(SA), Professional Accountant (SA), BAP(SA), ACCA, AGA(SA), FCCA, and BA(SA). 

• Registered auditors. 

• Tax practitioners. 

• Accounting officers. 

• Trainee accountants. 

Price              

• Individual Booking: R450.00  

• Company Booking: 

  • R950.00 - Group Price 1 (Maximum of 5 attendees). 

  • R1 850.00 - Group Price 2 (Maximum of 10 attendees) 

  • R2 650.00 - Group Price 3 (Maximum of 15 attendees) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar.