TaxTonic Webinar Series Topics for 2022

The Feb 2022 webinar will include:

1. Trust information and disclosure rules
2. Exiting LTC status – exit dividend rules, how do they apply, clearing out reserves pre exit or post?
3. Tax Policy by Media - 2021 Dividends = Avoidance
4. Minor’s (kids) tax exemption – recent law change
5. Bright-Line - co-ownership changes - restart of clock?
6. Feasibility rules and loss on building deposit?
7. The ‘in’s and out’s’ of trees
8. Feasibility rules – dry well drilling for farmers?
9. Audit Issues and Trends - short process rulings - options for clients

The April 2022 webinar will include:

1. GST registration – one-off supply breaching $60k, do we have to?
2. Final version interest denial
3. LTC revocation and interest non-deductibility trigger
4. LTC – when is there FBT and when not
5. Death of employee – ex gratia payment to spouse, deductible?, assessable?
6. Bright-line changes recap and extended rollover for transfers for trusts
7. GST changes: associated person transfers, update on ‘farmhouse and GST’ debacle
8. Audit Issues and Trends

The May 2022 webinar will include:

1. Interest denial and disposal, relationship to MUA
2. Interest deductibility – capital distribution to beneficiaries
3. Coding Bank transactions and journals – correctly done or not?
4. Australian LPs – foreign tax credits for NZ clients, IRD exposure draft
5. What values do you have to use for transactions with associates.
6. GST registered farm partnership & jointly owned BnB – is it partnership property?
7. Update of trust disclosure now it’s real!
8. IRD issues and trends – close company vehicle elections, provisional tax and UOMI changes, resurgence payment.

Focus of content.

The July 2022 webinar will include:

1. Residential land, co-owners vs partnership - refinancing and interest deductibility options
2. Picking up where we left off with Portfolio analysis
3. Quick refresher - asset acquired pre-registration & GST calculations
4. Clients with ETFs (exchange traded funds) - whadda we do?
5. Changes in types of Crypto available  - tax consequence
6. Bright-line – change from joint owners to 100%, things to watch
7. More on questions you ask us to cover