Understanding Tax Implications of Wills and Partnerships
Making a will is something that is often overlooked. And when a will is made, tax considerations are often not taken into account.As a result, the death of a taxpayer can have wide-reaching and unexpected taxation consequences. The consequences can be even wider if the deceased was also a partner in a partnership.
Topics covered in this webinar will include:
The webinar will be a mix of the technical rules that apply and practical examples to highlight the interplay of some of the relevant tax rules that need to be worked through to assess the tax outcomes for all concerned, including not only the rules applying to the death of an individual but implications and considerations if the deceased was also a partner in a partnership.
This course will be suited to:
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Senior Manager at Findex/Crowe
Nola is a Senior Manager for Findex in the Dunedin Tax Team. Nola has been with Findex for over 15 years, where she advises on a wide range of tax matters, including property transactions and property ownership structures, structuring opportunities for businesses including relationship property considerations, providing advice on the tax treatment of transactions for clients and other professional advisory firms and managing Inland Revenue Department queries, disputes and debt relief applications.
