To register for any of the sessions listed below, please make sure that you are signed in if you already have a profile with us.
If not, please click on sign in / register and create a profile.
Once you are logged in, the register button will become available to you.

Live Online Session: 2021 Estate and Tax Planning

Live Online Session: 2021 Estate and Tax Planning
FPI CPD Approval FPI21060062
To register for any of the sessions listed below, please make sure that you are signed in if you already have a profile with us. If not, please click on sign in / register and create a profile. Once you are logged in, the register button will become available to you.

Join the Financial Planning Institute of Southern Africa (FPI) for a two-part online workshop addressing Estate and Trust Planning followed by a workshop on Tax Planning.

In the Estate and Trust Planning workshop, we will address various considerations when addressing Estate and Trust Planning with your clients. This will be followed by a panel discussion which will further delve into the practicalities of the administration of an estate and trust. The session will end with the unpacking of a disciplinary action where conflict of interest is discussed.

The Tax Planning workshop will comprise of practical discussions on the current and new tax laws pertaining to immigration and foreign assets. We will unpack home office expenses by looking into the various aspects of current and future tax implications answering questions like – is this expense worth claiming a deduction for?

 
Estate and Trust Session Details:   Tax Planning Session Details:
Date: 07 July 2021
Date:  21 July 2021
Time: 09h00 - 13h15 Time:  09h00 - 12h15
CPD: 2.5 Technical and 1 Ethics Verifiable hours CPD:  3 Verifiable Technical hours

Cost:
 FPI Member:   R1 000.00  This is an online event only, a link will be sent to all paid registrants beforehand in order to join the live sessions  
 Non-Member:  R1 500.00


Cannot make the live session? Not to worry, you can still register and pay to access the recording and once it has been viewed, CPD will be loaded onto your profile. Access the recording below:

http://fpi.learntech.co.za/
Username: Member Number
Password: Member Number
(Click on Member number in order to retrieve it)

Please make sure that after you've registered, you proceed to checkout and submit order to secure your registration

When
7/7/2021 8:00 AM - 7/21/2021 3:00 PM