Overview  

Integrated Estate and Business Succession Planning is essential to prevent business collapse, reduce tax leakage, and ensure sufficient liquidity when a business founder or key shareholder passes away. Many businesses fail not because they are unprofitable, but because succession and estate structures were not properly aligned with tax, ownership, and governance requirements. 

This webinar provides accounting and advisory professionals with a practical framework for integrating estate planning, tax planning, trust structures, and business succession strategies into a cohesive advisory approach. Participants will gain insight into how death taxes, ownership structures, and liquidity planning impact both private estates and operating businesses, and how proactive planning protects wealth across generations. 

Join Jako Liebenberg CA(SA) on 23 April 2026 from 10:00 am to 12:00 pm as she explores the tax, legal, and strategic considerations involved in aligning estate planning with business succession planning, enabling practitioners to support clients in achieving continuity, tax efficiency, and long-term sustainability.  

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Understand the tax impact of death on business owners and shareholder structures. 

• Learn how to structure estates and ownership arrangements to minimise tax exposure 

• Apply practical succession planning strategies to ensure business continuity 

• Enhance strategic advisory capabilities beyond compliance services 

• Identify new advisory and revenue opportunities within estate and succession planning 

Content 

The webinar will cover the following topics:  

• South African Death Taxes and Estate Planning Framework 

o Estate Duty Act implications 
o Capital Gains Tax triggered on death 
o Interaction between estate duty and CGT 
o Tax efficiency considerations in estate structures 

• Trust Structures and Estate Planning Techniques 

o Inter vivos trusts and testamentary trusts 
o Asset protection strategies 
o Estate freeze planning techniques 
o Section 7C compliance and trust loan implications 

• Business Succession Planning and Ownership Structures 

o Shareholder agreements and governance frameworks 
o Buy-and-sell agreements funded by life insurance 
o Business valuation methodologies (EBITDA, DCF, maintainable earnings) 
o Integrated ownership models using trusts and holding companies 

• Estate Liquidity and Risk Planning 

o Funding estate duty liabilities 
o Preventing forced sale of business assets 
o Liquidity planning strategies for estates 

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, SAICA and SAIPA. 

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

About the presenter    

Jako Liebenberg CA(SA)  

Jako was born in Port Elizabeth and matriculated in 1993 from Grey College in Bloemfontein. He became a Chartered Accountant and Registered Public Auditor in 2001 after completing his training period. Jako’s 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.  

Jako serves as an Assessor the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees. He also serves on the executive committee of the SA Bisley Union and is very active in the promotion of shooting sport through the development of young shooters. 

Who should attend? 

The following persons will benefit from attending this webinar: 

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

• Independent reviewers. 

• Registered auditors. 

• Compilers. 

Price 

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R337 per person (up to 5 users)  

• Group Price 2 - From R260 per person (up to 10 users)  

• Group Price 3 - From R224 per person (over 11 users) 

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 

Corporate training solutions 

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.   

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.   

Interested in a bespoke corporate training experience? Reach out to us at corporate@accountingacademy.co.za or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals.   

Contact us 

Have any questions or need any assistance? Contact us today!    

• Online chat through our website.    

• WhatsApp: Start chatting (+27635026114)    

• Phone: 010 593 0466    

• E-mail: ticket@accountingacademy.co.za