Death and Taxes
An overview of the impact of death on the tax position of the deceased, the deceased estate and beneficiaries. A detailed action plan from death through the final winding up of the estate.
Stream this recording multiple times at your convenience.
- $180.00 incl. GST
- PD hours: 1
The two events that can be predicted with absolute certainty are death and taxes, as the old saying goes. This webinar combines both, to provide the ultimate guide to the tax implications of death. We look at the tax position of the deceased, the executor or legal personal representative and the beneficiaries of the deceased estate, offering a practical, example-driven overview of how tax laws impact on all the parties to the deceased estate.
The webinar will include the following topics:
• The deceased estate
• Administering taxes for the deceased
• Death and CGT
• Death and the small business concessions
• Death and the family home
• Death and superannuation
• Death benefit employee termination payments
Webinar Learning Outcomes:
Participants will gain a better understanding of how the rules apply, both in theory and when applied to common client situations affecting deceased estates, the families of deceased relatives and taxpayers who wish to plan their tax affairs prior to death.
Tax Agents, accountants, solicitors, financial planners and others who advise deceased estates and the families of deceased relatives.
Mark Chapman is the author of Life and Taxes: A Look At Life Through Tax published by Wolters Kluwer in July 2017. He has over 25 years’ experience as a tax professional in both the UK and Australia, specialising in tax for small business and individuals. He is a member of the Institute of Chartered Accountants in England and Wales, the Chartered Institute of Taxation and is a fellow of CPA Australia. He holds a Masters of Taxation Law with the University of New South Wales.
Since 2015, Mark has been Director of Tax Communications with H&R Block Australia. He writes regularly on tax issues for numerous media outlets and presents on topical tax topics at seminars and other events. He broadcasts frequently on radio and television and writes a regular column for Money Magazine and Yahoo7 Finance. As a tax practitioner in the UK, he occupied a number of senior positions before moving to Australian in 2007 to join the Australian Taxation Office (ATO) as a senior director.
You will be provided with:
• PowerPoint Presentation slide deck
• Any Supporting Documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter