Annual Review: Your Clients' Estate Plan and Strategy
CPD Hours: 2
Price: R450.00
Annual Review: Your Clients' Estate Plan and Strategy
Presenters : Jako Liebenberg CA(SA)
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.
Competencies developed in this webinar
By attending this CPD webinar you will develop the following competencies:
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Be conversant with the basics of estates and estate planning.
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Know and understand the various Acts that regulate estate planning, including the taxation of estates.
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Gain the knowledge and skill required to become a competent and professional estate planner.
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Have a strong appreciation of estate planning as an additional source of income for your practice.
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Successfully implement estate planning as an additional service offering in your practice.
Content
The webinar will cover the following topics:
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What is estate planning?
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The law in estate planning:
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The Administration of Estates Act.
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The Wills Act.
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The Intestate Succession Act.
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Estate duty and capital gains tax.
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How to perform an estate planning process.
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Creating an estates planning practice.
