Deceased Estates: Capital Gains Tax Course

Explore how Capital Gains Tax applies when an individual passes away

What you'll learn

Bequeathing assets to your spouse vs other heirs

Rebates and annual exclusions available in the year of death

Tax Treatment of Capital Gains in Late Estates

Documents required for Capital Gains Tax Purposes

Deemed disposal of Assets for CGT purposes

Capital Gains Tax vs Estate Duty

Requirements

No prerequisites

Any level

Description

*Please note that this course is based on South African Tax*In this session, we will explore how Capital Gains Tax applies when an individual passes away, specifically focusing on the taxation of assets within the deceased estate and in the year of death for the individual taxpayer. We will cover key concepts such as the valuation of assets, the disposal of assets by the executor, and the tax implications for beneficiaries.By the end of the seminar, you should have a clear understanding of how to navigate CGT obligations in the context of deceased estates.Topics Discussed:Bequeathing assets to your spouse vs other heirsRebates and annual exclusions available in the year of deathTax Treatment of Capital Gains in Late EstatesDocuments required for Capital Gains Tax PurposesDeemed disposal of Assets for CGT purposesCapital Gains Tax vs Estate DutyAll Included:Recording of the sessionQ&A with the presenterDownloadable course materialCertificate of trainingAbout the PresenterGalanies VonofakidisGalanies presently serves as the Tax Team Manager at Finsolve Accounting and Taxation Solutions in Durbanville. She is currently pursuing her B-Compt in Financial Accounting at UNISA, with a cumulative experience of three years in the accounting industry.Galanies is proficient in bookkeeping, completion of VAT returns, generation of management reports, and payroll management. She is presently engaged in a taxation role and is enthusiastic about sharing her knowledge through upcoming webinars!

Overview

Section 1: Deceased Estates: Capital Gains Tax

Lecture 1 Part 1

Lecture 2 Downloadable Course Material

Lecture 3 Part 2

Lecture 4 Part 3

Lecture 5 Part 4

Professional Individuals,Tax Administrators, Tax Advisors, Tax Managers,Financial Managers,Finanacial and Accounting Staff,Business Owners