Practical Tax Fundamentals for Junior Staff Series 2 - a series of 5 one hour video webinars

Webinar Series,Taxation,Practical Tax Fundamentals for Junior Staff Series 2 - a series of 5 one hour video webinars
Practical Tax Fundamentals for Junior Staff: Series 2 
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 ABOUT THE WEBINAR SERIES

For some time, our regular clients have been asking us to help with programs designed to help the task of training more junior tax advisers in the fundamentals of complex, practical tax issues that are commonplace in professional practices today. 

Following from the success of our first “Tax Fundamentals” series in 2018, this new series covers the critical areas of tax practice affecting advisers whose clients include SMEs and investors: business and CGT rollovers, small business CGT concessions and applying the main residence exemption. In addition, the series also covers another important compliance issue: GST and BAS reporting requirements.

This video webinar series includes the following components:

  • Online access to the 5 one hour video webinar programs covering the subjects listed below (see the attached brochure for a full description of each of the topics)

  • The 5 programs will be recorded in November and available to subscribers online in early 2020.

  • Online access to the technical support papers and/or powerpoint presentations accompanying each program

THE PROGRAMS
  1. The Fundamentals of Business and CGT Rollovers - Many clients want to restructure, and restructures always run the risk of triggering a capital gain, despite the fact that no money changes hands.  CGT rollovers are designed to allow for business and asset restructures in limited circumstances without triggering CGT.  This video webinar examines the main business and CGT rollovers and how they can be used to your client’s advantage.
     
  2. Small Business CGT Concessions – Part 1 - The small business CGT concessions don’t arise in practice every day but, when a client wants to sell or restructure a business, this is an area of tax law and practice your staff must understand.  Part 1 of this two-part webinar on Division 152 covers the basics.
     
  3. Small Business CGT Concessions - Part 2 - Will cover the application of the concessions where assets are held through entities and the practicalities of claiming each the concessions.
     
  4. Understanding and Applying the Main Residence Exemption - The main residence exemption applies to nearly every home-owning taxpayer in Australia but advisers need to understand its limits and ensure that clients stay within them.  This video webinar will deal with the basic rules and how to best approach common situations affecting the scope of the exemption.
     
  5. Reporting Requirements – GST and BAS - A key part of an adviser’s role is preparing business activity statements for individual and SME clients. This video webinar examines the basic steps in BAS statement preparation and how to avoid the common mistakes when reporting GST.
 THE FACULTY
Webinar Series,Taxation,Practical Tax Fundamentals for Junior Staff Series 2 - a series of 5 one hour video webinars

Linda Tapiolas, Partner, Cooper Grace Ward Lawyers

As a partner in Cooper Grace Ward’s commercial team, Linda specialises in providing tailored advice and support services to accountants, financial planners and other professional advisers.

Linda provides technical advice on complex tax, capital gains tax (CGT), Division 7A issues, and acting on business sales and acquisitions to ensure clients achieve commercial and tax effective outcomes.

Prior to joining Cooper Grace Ward, Linda worked as an accountant for 18 years, advising clients on capital gains, business acquisitions, and restructuring, providing her with a unique insight into her current clients’ business environment. She also regularly conducts seminars and training on topics including business structuring, CGT small business concessions and Division 7A issues.

Webinar Series,Taxation,Practical Tax Fundamentals for Junior Staff Series 2 - a series of 5 one hour video webinars

David Marschke, Principal – dbm horizons

David is a specialist tax and legal adviser who acts for listed and private corporate groups, and their owners, in all areas of tax and related law including GST and state taxes. David’s tax expertise spans a wide range of industries and sectors including property development, investment funds, professional services, technology and intellectual property. David has significant experience dealing with capital raising and capital management issues including restructuring for IPOs, rights issues, financial instruments and hybrid securities, share buybacks, and capital reductions. David has been involved in a wide range of M&A transactions acting for listed and unlisted groups as well as private equity transactions.

David recently founded dbm horizons as a boutique legal, tax and consulting firm.  Prior to founding dbm horizons David was a tax partner at national law firm.

David is a Legal Practitioner, Registered Tax Agent, Chartered Tax Adviser and is a member of Chartered Accountants Australia and New Zealand.

Webinar Series,Taxation,Practical Tax Fundamentals for Junior Staff Series 2 - a series of 5 one hour video webinars

Susan Young, Susan Young Tax Training

Susan runs a business based in Brisbane that provides training on income tax, capital gains tax, GST and FBT issues.

With almost 30 years of specialized tax knowledge, Susan has extensive experience as a presenter and adviser on taxation issues.  She has made many presentations to the various tax bodies and of course to her clients who are in the main, accounting and law firms.

Susan has degrees in Commerce and Law from the University of QLD and the University of Sydney and is admitted as a Solicitor of the Supreme Court of QLD.

 ENQUIRIES/ASSISTANCE

If you need assistance or have an enquiry, please do not hesitate to contact our Customer Service Team – contact Darren Steele on (03) 8601 7719 or email: darren@tved.net.au



© Television Education Network Pty Ltd 2020

Product Code: TAXFUND19
 Price:  $1,100.00 (Inclusive of GST)