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Monthly Tax Update Series 2023-24 - On Demand


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The aim of these webinars is to equip participants with the latest information on changes to tax law and proposed changes that will affect them and their clients.
The series includes 10 recorded sessions (July 2023 - May 2024) and a upcoming live session (June 2024).

These Monthly Tax Update webinars will provide you with the information you need to stay up to date with the tax changes that will affect you and your clients.

The series includes 10 recorded sessions (July 2023 - May 2024) and a upcoming live session (June 2024).

Each month we will consider the latest changes to the tax rules – legislative, case law, and Inland Revenue statements. We will use practical examples to highlight their potential impact.

These webinars are a must for practitioners wanting to ensure they are aware of the latest tax changes and the effect they will have on them and their clients.

Click on ‘Agenda’ and you will be able to see the upcoming schedule for each month.

Learning outcomes

Upon satisfactory completion of this webinar series, you will be able to:

  • Define key tax changes by illustrating the differences between the old and new
  • Understand the potential effects of tax changes on your clients by recommending the appropriate course of action

Benefits

You will know what changes have occurred to the tax rules allowing you to ensure the work and advice you provide to clients reflects these changes. You will also have knowledge of upcoming changes to the tax rules allowing you to plan for their effect.

SessionTopics discussed
July 2023
  • GST & directors providing services via company
  • GST on court award damages and out-of-court settlements
  • GST on grants and subsidies
  • Income tax treatment of government payments to business
August 2023
  • Changes to interest rates
  • IR1261
  • Investing in US limited liability companies
  • When are gifts included in assessable income
  • GST group registration
  • Disposal of trading stock below market value
  • R&D loss tax credits
  • Taxation of trusts
September 2023
  • Taxation Principles Reporting Act
  • Further cyclone tax measures
  • Digital Services Tax
  • Donations tax credit regime
  • Directors and GST Registration
  • SaaS configuration & customisation costs
  • Forfeited land sale deposits
  • TDS – Input Tax and Taxable Activity
  • TDS – Amalgamation and Liquidation
October 2023
  • Tax Policies of Potential Coalition Partners
  • New Multilateral Convention
  • TDS – Changing FIF calculation methods
  • TDS – Private Foundation
  • Public Work Programme
November 2023
  • Draft QWBA's
  • FIF Calculation Methods & Non-compliance
  • Subdivision & taxable activity
  • New interpretation statements
  • GST & Unit title body corporates
  • R&D loss tax credit
  • Deductibility of land holding costs
December 2023
  • Coalition Government Tax Policy
  • Tax Bill Update
  • Double Tax Agreement Updates
  • FTC & BSTC Increases
  • IRD Personal Services Income Review
  • Trust Distributions
  • Expenditure deductibility – renting to flatmates
  • When a gift is income
  • Deductibility of Retention Payments
February 2024
  • Mini-Budget
  • Increase in trustee tax rate
  • Statement on taxation of trusts
  • Taxation Principals Reporting Act repeal
  • New CRS jurisdictions
  • 2023 tax return filing date
  • Employee share schemes
  • Forfeited Land Sale Deposits
  • Charity Business Income Exemption
  • Renovation Work on Recently Acquired Property
  • Interest-Free Loans and Dividends
March 2024
  • FEC Report Back on Tax Bill
  • Key measures
  • Trustee tax rate change
  • Amendment Paper to Bill
  • Residential interest deductions
  • Bright-line test
  • Other Measures
  • Other legislative activity
  • TDS - FBT and discounted goods
  • Draft IRD statements
April 2024
  • New Tax Act
  • Family Boost
  • Drought Support
  • Balance Date Changes
  • GST Grouping
  • TDS:
  • One-off Payment
  • Sale of bare land
  • Bright-line test
May 2024
  • International Tax Disclosure
  • Exemption from Electronic Filing
  • Case – Nominee entitled to input claim
  • Case – whether SOP issued within time
  • TDS – Suppressed Income
  • TDS – Right to receive shares
  • TDS – Whether transfer gave rise to income
  • In Brief
June 202420 June 2024
Stephen Richards, Partner – Tax Advisory
Findex/Crowe

Stephen Richards is Partner with Tax Advisory for Findex/Crowe, the largest accounting firm in New Zealand specialising in the SME/HNWI space.

Stephen has been practising in tax advisory for over 23 years and is a sought-after speaker on tax topics, including for CCH and TEO Training courses and lecturing at the University of Otago.

Stephen is renowned for making complex topics understandable.

EVENT DETAILS


Topic: Tax

Sub-Topic: Business Tax, Employment Taxes - PAYE, PAYG & FBT, GST, Income Tax, Income Tax (inc CGT), Tax Administration

Format: Live Webinar

Proficiency Level: Intermediate, Advanced

CPD: Upto 16.5 hours