Death and Taxes 2026 - Avoiding Unwanted Tax Surprises (live webinar)

Price excludes GST. Broadcast Date: 16 June 2026 (10-11am)

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Product Description

Two of life’s certainties are death and taxes.

 

When a taxpayer dies, there can be wide-reaching and unexpected taxation consequences particularly if they were in business as a sole trader or a partner in a partnership.

 

Topics covered in this webinar will include:

 

  • Income tax consequences of asset transfers on the death of an individual, including:
    • When is a market value disposal of assets deemed to occur?
    • How do the tax rules apply for different asset classes in an estate?
    • When is “rollover relief” available?
    • What happens if the person was a partner in a business partnership?
  • GST considerations on the death of an individual taxpayer and a partner in a business partnership.

 

The webinar will be a mix of the technical rules that apply and practical examples to highlight the interplay of some of the relevant tax rules that need to be worked through to assess the tax outcomes including not only the rules applying to the death of an individual but also if the deceased was a partner in a business partnership.

 

Upon satisfactory completion of this activity, you will be able to:

 

  • identify the relevant rules and key issues to be addressed upon the death of a taxpayer and a partner.
  • understand the implications of the creation of trusts under a will.
  • provide advice to clients in relation to the taxation issues arising from the death of a partner.
  • work through relevant income tax and GST considerations arising from the death of an individual, dissolution of a partnership or the disposal of a partner’s interest.

 

Duration: 1.00 CPD hour including Q&A

 

This course will be suited to:

 

  • accountants and lawyers who act for partners or business partnerships and advise on partnership issues and agreements
  • accountants, advisors and lawyers who advise on wills and who manage or administer estates.

 

PRESENTER

 

Nola Crafar, Senior Manager, Findex/Crowe

 

Nola is a Senior Manager for Findex in the Dunedin Tax Team. Nola has been with Findex for over 15 years, where she advises on a wide range of tax matters, including property transactions and property ownership structures, structuring opportunities for businesses including relationship property considerations, providing advice on the tax treatment of transactions for clients and other professional advisory firms, and managing Inland Revenue Department queries, disputes and debt relief applications.