Overview

Does it feel like the tax rules are changing by the minute and that it’s difficult to keep abreast of changes? It’s crucial for tax professionals to be informed and well-rounded. Our monthly tax update will bring you up to speed with the recent developments in the tax environment. Each monthly tax update brings you the latest tax news, highlighting:

• The latest case judgments.
• The most recent changes in tax legislation.
• The key aspects of recent SARS documents published such as rulings, interpretation notes, notices, etc.
• Relevant tax news.
• And any other recent developments.

This monthly update will specifically focus on:

• Tax court case: ITC 24918 (IT) [2021] (Johannesburg) (18 March 2021) dealing with a capital gain in a trust.
• SARS matters.
• 2021 filing season and EMP501 reconciliations.
  • Tax type transfers.
  • Changes to tax directives.
  • Recent publications.
  • Draft Interpretation Note: Deduction of medical aid lump sum payments.

Course content

The monthly tax update webinars unpack the latest developments, taking a practical approach to help you understand how these changes and developments may affect you and your clients and keeping you on the cutting edge of tax law and practice in South Africa.

Who should attend?

• The monthly tax update webinars will benefit all persons involved in taxation, such tax accountants, tax managers, tax advisors and those running a tax practice.
• Furthermore, persons involved in the finance functions of businesses would also need to have an awareness of recent tax developments as this could impact decision-making. This includes accountants, bookkeepers, financial managers, financial directors.
• Business owners will need to stay abreast of changes in the tax environment to properly structure and plan transactions.
• Lawyers and attorneys, directly or indirectly involved in taxation, will benefit from staying up-to-date with the monthly tax update sessions.
• The monthly tax update webinars will cover all developments across taxes covering individual taxpayers, corporate taxpayers, value-added taxation, estate duty, payroll taxes, etc.

Presenter

Professor Jackie Arendse 

B Acc (Wits) M Acc (Tax) (UKZN) Chartered Accountant (SA) PhD (Accounting) (Rhodes)

After completing her training at Deloitte and qualifying as a Chartered Accountant, Jackie was Group Financial Accountant for a top-100 listed company before moving to academia where she developed her skills as an academic – authoring, lecturing and researching on a wide range of tax areas – and also completing her Masters and PhD qualifications.

She served as Project Director: Tax at the South African Institute of Chartered Accountants (SAICA) between 2004 and 2006, managing relationships with key stakeholders (especially SARS and National Treasury), enhancing SAICA members’ tax competence and representing SAICA in discussions with Government on tax policy and legislation.

Jackie was Head of the School of Accountancy at Wits University from 2009 until 2013 and has been Head of the Department of Accounting at Rhodes University from 2014 until 2020. She now works as an independent consultant, trainer and tax specialist and is a sought-after presenter of tax seminars and webinars.

Jackie has presented tax training to tax practitioners, entrepreneurs and businesses around the country for many years and has authored numerous books, articles and publications in the field of taxation including Silke on South African Income Tax. She is the managing author of Silke on Tax Administration, published by LexisNexis and updated annually.

CPD

This event and successful completion of the online assessment will secure 2 hours verifiable output Tax CPD points.