{"product_id":"finalising-the-estate-administration-sars-compliance-estate-duty-and-final-distribution-self-study-course","title":"Finalising the Estate \/ administration: SARS Compliance, Estate Duty and Final Distribution Self-Study Course","description":"\u003cp\u003eThis session brings the process together by showing learners how SARS compliance, Estate Duty, tax clearance and final distribution fit into the closing stages of estate administration.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eLearning outcomes\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003eBy the end of this session, learners should be able to:\u003c\/p\u003e\n\u003cp\u003eunderstand the SARS compliance steps in a deceased estate;\u003c\/p\u003e\n\u003cp\u003edistinguish between the deceased’s personal tax obligations and the estate’s tax obligations;\u003c\/p\u003e\n\u003cp\u003eidentify outstanding returns and post-death income issues;\u003c\/p\u003e\n\u003cp\u003eunderstand the basic Estate Duty calculation;\u003c\/p\u003e\n\u003cp\u003eidentify common deductions and exemptions;\u003c\/p\u003e\n\u003cp\u003eunderstand why SARS compliance is required before finalisation;\u003c\/p\u003e\n\u003cp\u003eprepare for final distribution and finalisation of the estate.\u003c\/p\u003e\n\u003cp\u003e\u003cu\u003eKey topics\u003c\/u\u003e\u003cu\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eSARS process after death\u003c\/li\u003e\n\u003cli\u003eOutstanding returns up to date of death\u003c\/li\u003e\n\u003cli\u003eCreating an income tax profile for the estate\u003c\/li\u003e\n\u003cli\u003eIncome and expenses after death\u003c\/li\u003e\n\u003cli\u003eDeregistering the deceased’s personal SARS profile\u003c\/li\u003e\n\u003cli\u003eEstate Duty overview\u003c\/li\u003e\n\u003cli\u003eEstate Duty calculation framework\u003c\/li\u003e\n\u003cli\u003eSection 4(q) surviving spouse deduction\u003c\/li\u003e\n\u003cli\u003eMaintenance claims\u003c\/li\u003e\n\u003cli\u003ePolicies paid directly to third parties\u003c\/li\u003e\n\u003cli\u003eAdministration costs\u003c\/li\u003e\n\u003cli\u003eOther deductions and exemptions\u003c\/li\u003e\n\u003cli\u003eTransfer duty considerations\u003c\/li\u003e\n\u003cli\u003eSARS tax as an administration cost\u003c\/li\u003e\n\u003cli\u003eSARS compliance before distribution\u003c\/li\u003e\n\u003cli\u003eFinal distribution to heirs\u003c\/li\u003e\n\u003cli\u003eFinalising the administration of the estate\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Van Jaarsveld Consulting","offers":[{"title":"Default Title","offer_id":68349299425531,"sku":null,"price":350.0,"currency_code":"ZAR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0801\/3804\/3643\/files\/pleasecreateanimageofprofessionalpeopleinfrontofalaptopatadesk2.jpg?v=1792417233","url":"https:\/\/vanjaarsveldconsulting.com\/products\/finalising-the-estate-administration-sars-compliance-estate-duty-and-final-distribution-self-study-course","provider":"Van Jaarsveld Consulting","version":"1.0","type":"link"}