This webinar is Part 2 in a two part series, to view the details of Part 1 please click here.
Both these webinars cover this topic from a practical perspective, it is important to realise that undertaking such an exercise in an effective way requires a network of professionals to provide:
• specialist tax advice;
• specialist legal advice;
• accounting & commercial advice;
• financial planning
Also to cover all estate planning issues in an effective way, good communication between, taxation, legal, accounting and financial planning professionals is required. Given that there are a significant number of issues to be covered in this area, a two part webinar series will be run, with Part 2 covering;
The tax and related issues arising on death, including income tax reporting for executors and administrators.
The webinar also covers the CGT and stamp duty implications on assets passing upon death and the creation of life estates in a will and related CGT implications.
This session also deals with how to establish and administer testamentary trusts, as well as the treatment of superannuation benefits upon death.
Accounting, taxation and legal professionals, as well as those working in the financial planning sector (at all levels) that require a practical understanding of asset protection and estate planning.
Crowe Horwath is the largest provider of practical accounting, audit, tax, business and financial advice to individuals and businesses from a network of over 80 offices throughout the country.
The firm’s team of 300 Principals (approx.) and professionals deliver a full range of accounting including, audit and taxation, business advisory, corporate finance and wealth management services from offices in the cities of Sydney, Melbourne, Brisbane, Canberra, Perth, Auckland, Wellington and major regional centers in Australia and New Zealand.
You will be provided with:
• PowerPoint presentation slide deck
• Supporting documentation
• Webinar Recording to view multiple times for up to 6 months
• An opportunity to ask questions to the presenter
Learn the tax and related issues arising on death, including income tax reporting for executors and administrators.