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Tax Update Webinars

2018 Tax Webinar March - 1.5 hours

Update Topics

Labour's Tax Changes
  • A review on changes made so far, including Brightline changes, and other changes to come
Landlord Considerations for End of Year
  • A refresh on the treatment of tax issues for landlords, including capital contributions, expenditure on earthquake strengthening, and GST considerations when there is a change of use or mixed use.
Overseas Expenditure
  • Travelling for work (to and from NZ) and determining what is and is not deductible, entertainment, and employers treatment of employee's overseas travel
Penny Hooper vs. Attribution
  • An outline of these rules covering when they apply and how they differ. How do losses factor into the calculation and how and when to apply subvention payments
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2018 Tax Webinar February - 1.5 hours

 Update Topics

Part 1: 
  • Leaky building R&M and IRD on the Warpath!!
  • Concessional Interest Prov Tax Rules: Recurring practical issues crossing our desks including a brief recap of high points
Part 2:
  • Relationship property agreements - clever tax planning tool
  • What you get when you mix Trustee & Beneficiaries Income with Listed and Multi Rate PIEs
  • GST going concerns with 2-vendor entities
  • Debt Remission where shareholders and creditors are a mix of trusts and individuals
  • What is "dividend avoidance" - IRDs new target
Part 3:
  • Excessive Remuneration - End Game?
  • GST and racing syndicate
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2017 Tax Webinar November - 1.5 hours

 Update Topics

FBT and Motor Vehicles
  • A review of the recently released interpretation statement from IRD on when FBT arises on a motor vehicle, exemptions and FBT calculations. We will comment on some of the more interesting interpretations by IRD.
Family Scheme Income
  • A refresh on the rules and what "other payments" are included.
Donations, gifts and other Christmas Issues
  • As we move into the Christmas season, get an update on what is deductible, what is a donation and when does FBT apply.
Cashing out Research and Development Costs
  • Ensure you are on top of your R&D claim, a review of the rules and requirements, understanding what is allowable and how to make the claim.

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2017 Tax Webinar October 1.5 hours

 Update Topics

Part 1:
  • Land developments: When the client changes their mind and wants to hold a part of the development for their own home or rental.
  • Bees, apiarists and honey - all the tax issues you can think of for this buzzing industry
Part 2: Brandt Segedin Top 40
  • QWBA: Income tax - whether full or partial disposal where a person contributes an asses to a partnership as a capital contribution
  • LTC and associated Loss Co - amalgamation and loss utilisation? Why not?
  • New provisional tax rules - Interest concession where P1 and P2 is zero in prior year(s) because:
    • Standard option was zero
    • Entity is a "New Provisional Taxpayer"
  • Rental income vs. board - taxable or not?
  • And anything else of interest between now and then
Part 3: Audit Issues & Trends
Our ongoing updates on IRD Audit Cases, Trends and Risks
  • Another excessive salary audit
  • GST refunds and "spin offs"

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2017 Tax Webinar September - 1.5 hours

Update Topics

Company - Tainted Capital Gains
  • Stepping through the rules with scenarios to illustrate how past and future transactions can be managed
Non-Deductible Expenditure
  • A review of types of non-deductible expenditure such as legal fees, ACC, entertainment expenditure and start-up costs
LTC Changes
  • What you need to remember about the LTC changes for 1 April 2017
Group Company Transactions
  • Common tax issues when dealing with group company transactions, including advances to other companies, interest implications, deemed dividends, RWT, and grouping rules for losses, GST and FBT

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2017 Tax Webinar August - 1.5 hours

Update Topics

Part 1: Business Sales: Traps and Tips
  • Forestry/Farming/Agriculture - including sale of standing timber values, development expenditure for farm sales, sale of herd with the farm, sale of crop
  • Holiday pay, depreciation, lowest price clause. earnout, GST going concerns and 2nd hand goods with associates - plus lease transfer rules
Part 2: Brandt Segedin Top 40
  • QC Continuity Rules and more than 50% change - planning tip
  • NRWT on Fully imputed dividends - when is it necessary?
  • Real Estate Agents, restructure into companies - okay or not?
  • Shareholder salary - flipping from PAYE to Provisional last minute change - three year time frame now
  • And anything else we have time for
Part 3: Audit Issues and Trends
  • Our ongoing updates on IRD Audit Cases, Trends and Risks
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2017 Tax Webinar July - 1.5 hours

Update Topics
  • Contractors - What rate can be used now and who can receive schedular payments,are self-employed or an employee
  • GST - A refresher on change of use adjustments, backdated applications and concurrent use of land
  • Budget 2017 - The run down of the Budget announcements and the proposed changes to Feasibility Expenditure
  • Employee Share Schemes - What are the new rules, including more recent changes for start-up companies 
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2017 Tax Webinar June - 1.5 hours

A monthly update on topical tax issues

Update Topics
  • Issued May 2017: Full IRD review of Income Tax rules relating to Trusts. 122 pages entitled "Taxation of Trusts - Income Tax Draft Interpretation Statement"
  • Forestry and timber sales - carbon credits - can someone tell us what to do?
  • Replacing single glaze windows with double glaze and installing insulation to meet code - R&M or Capital?
  • Farmhouses and GST - cost of "P" checks"?
  • IRD U-turn on Bright-line rule application to nominations
  • GST and exported goods - NZ Co selling to NZ Co zero-rated, can it be done?
  • More on recent LTC changes in practice
  • GST registration of charities and nil outputs, OK or not?
  • GST registration of charity with nil outputs . . .
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2017 Tax Webinar May - 1.5 hours

Update Topics 
  • FBT - a general overview including updates on recent changes and frequently asked questions
  • Land - when is it deemed to be acquired under differing situations and including application to the bright-line test
  • Foreign Trusts - an update on the new disclosure requirements including changes to the foreign trust definition
  • Reimbursements - what is taxable and what is not?
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Tech Savvy Webinars

2017 Tech Savvy - Dividends and Imputation Credits - 1.25 hours

Become familiar with maintaining the imputation credit account and the tax implications of dividends

Webinar Highlights
  • How to maintain the imputation credit account
  • Explanation of when/why dividends should be declared
  • How to best utilise imputation credits
  • Practical examples
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2017 Tech Savvy Webinar - Provisional Tax - August - 1.25 hours

Reinforce your current knowledge and get up to speed with the recent changes to the provisional tax regime

Webinar Highlights
  • Overview of Provisional Tax
  • Changes to the Regime
  • Useful Tips to Note
  • Practical examples
  • Ways to mitigate interest charges (pooling and transfers)
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Special Webinars

2017 Special Edition Webinar - Tax Issues for Land Transactions - Dec - 1.50 hours

 A guide to taxing land, applying exemptions and things not to overlook

Webinar Highlights
  • What is land?
  • An overview of the land taxing provisions
  • Exemptions and how they apply
  • Key areas to watch and examples of where these may arise
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2017 Special Edition Webinar - Company Law And More - Dec 17 - 1.50 hours

 What Accountants Need to Know

Webinar Highlights
  • Directors' responsibilities and interest disclosures
  • Shareholders' responsibilities
  • Solvency test and distributions
  • Company files and statutory records
  • Financial Reporting changes
    • Changes to financial reporting framework
    • Tax Administration (Financial Statements) Order 2014
  • Anti-Money Laundering
    • AML/CFT Amendement Act 2017
    • Scope of the Act and compliance obligations

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2017 SEW - Buying & Selling a Business - 1.5 hours

Practical guide to dealing with tax issues when buying or selling a business

Webinar Highlights
  • Structuring a sale or purchase
  • Capital gains and how to get them
  • The treatment of goodwill
  • How do you treat leases, licences and other intangibles?
  • Selling/purchasing trading stock, consumables and other revenue account property
  • Other issues - depreciation, debtors, holiday pay, provisions
  • Does GST apply?
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2017 Special Edition Webinar - Foreign Trust Disclosure Regime - 1.5 hours

Get beyond the basics and understand the practical issues

Webinar Highlights
  • What you need to know and what you need to tell your clients
  • Deficiencies and anomalies in the legislation
  • Timelines and risks for trustees and advisors
  • IRD over-reach in collection of information
  • Options to minimise data collection
  • What happens when the client removes the NZ trustee pre-30 June 2017
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2017 Special Edition Webinar - Getting the $$$ out - 1.5 hours

Tax and legal issues on making distributions from companies and trusts

Webinar Highlights
  • Tax and company law requirements relating to making distributions from companies
  • What are deemed dividends for tax purposes, what are tax-free dividends
  • Tax and trust law requirements relating to making distributions from trusts
  • What may be distributed for trust vs. tax purposes
  • Anti-streaming rules for trust distributions
  • Caution about potential pitfalls in making distributions
  • Refresh on minor beneficiary rules
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2017 Special Edition Webinar - New Trusts Act - 1.5 hours

Understand the implications for you and your client

Webinar Highlights
  • Mandatory and default duties, maximum duration of trust and exemption - indemnity clauses
  • Trustee powers and the exercise of those powers
  • Special trust advisors, trustee indemnities and appointment -discharge of trustees
  • Reviews of trustee's decisions directions and jurisdiction of the courts
  • Transitional provision in schedule 2

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2017 Special Edition Webinar - Tax Issues for Landlords - 3 hours

This webinar addresses tax issues for commercial, residential and "part time" landlords

Webinar Highlights
  • Depreciation R&M and property fit out
  • Income Tax and GST considerations when buying and selling property
  • The implications of how you rent your accommodation and whether you should consider restructuring short stay vs. long stay
  • expenditure - practical tips on maximising your deductions
  • 30 minutes of Questions and Answer is included in Part 2 of the webinar
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