Returning to London for 2024, this annual conference, chaired by Philip Ridgway, and with a panel of leading experts, will provide you with a timely update on corporate tax matters. Philip will deliver the opening session which will explore claims under the tax covenant. This will be followed by a talk on employee ownership presented by Pete Miller a discussion on MBOs with Nick Wright, before Sarah Squires takes a look at main purpose tests and what recent cases tell us. Fionnuala Lynch will explain how W&I insurance is used to cover tax risk in M&A deals, and Philip will close the conference with a talk on corporate debt. For more information, or to book your place, please see the link below: https://lnkd.in/eT-FDpwY #MBLSeminars #OnlineLearning #CorporateTaxConference
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High-net-worth individuals (HNWI) typically include those with substantial assets, investments, and complex financial situations. SARS focuses on this group due to the significant tax implications associated with their wealth and the intricate nature of their tax affairs. If you have a high income or substantial holdings in real estate, investments, or business interests, you may be classified as an HNWI. This classification comes with both the benefit of personalised service and the responsibility of heightened scrutiny. Contact us to determine if you qualify and how to manage your compliance. https://bit.ly/3z7uuLb #SARS #TaxCompliance #HighNetWorth #TaxManagement #Compliance #WealthManagement #Tax
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Treasury states “a statutory remedy” is needed to address “the pervasiveness of abuse” found by IRS audits of 831(b)-electing captives, and exposed in recent tax court victories for the service #captiveinsurance #insurance #riskmanagement #budget2024 #greenbook #legislation #tax https://lnkd.in/efabnBd8
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In a 9-0 decision on June 6th, 2024, the United States Supreme Court clarified the valuation process for estate tax purposes regarding closely held corporations. The case of Connelly v. United States addressed the question of whether a corporation's obligation to redeem shares affects the valuation of those shares for estate tax purposes when funded by life insurance proceeds. The Supreme Court unanimously held that a corporation's obligation to redeem shares does not necessarily reduce the value of those shares for estate tax purposes. The key takeaway from the ruling is that the fair market value of the shares should reflect the corporation's overall worth, including any corporate owned life insurance proceeds designated for share redemption . To learn more about the implications of this decision for estate planning and valuation strategies, contact Cedar Point Financial Services LLC. #lifeinsurance #lifeinsurancepolicy #protectwealth #estateplanning #preservewealth #estatetax #estatevaluation #EntityRedemptionValuations #buysell #businesssuccession
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🎁 Gifting Assets: A strategic way to reduce IHT and secure your family's financial future. 💰Remember the seven-year rule and consider making regular gifts from income to minimise tax liability. Learn more by reading our article here: https://lnkd.in/e8hmJCc8 💸 #IHT #GiftingAssets #SecureYourFamily'sFuture
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Consider group insurance if you have three or more employees. AskMrInsurance.ca for simple solutions. You don't want to miss out do you? #DollarTaxClub #MrTaxes #SmallBusinessTaxes #CorporateTaxServices #Compliance #InsurancePolicy #LifeInsurance #MrInsurance #MaximizeSavings #BritishColumbia #Alberta #Ontario #TAXES #TAXTIP #WEALTH #Tax #accountant #CPA #finance #financetip #taxtip #wealth #TaxReturn
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Investment property can be a valuable employee perk and a tax deduction, which is why it's always top of mind for clients. What questions do you have about it? Let's start a conversation in the comments below. BGW CPA, PLLC #anythingbuttypical #notyouraverageaccountants #savemoneymakemoneystayoutoftroublehavefun #investmentproperty #taxdeduction #employeeperks
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In Connelly v. IRS (2024), the court sided with the IRS, ruling that life insurance proceeds used in a buy-sell agreement must be included in the valuation of a corporation’s shares. This decision has major implications for succession planning in closely held businesses. Tax professionals, how do you see this affecting your clients' strategies? 💡 Let’s discuss: What alternative planning methods might you recommend to minimize the tax impact while ensuring a smooth transition? #TaxLaw #SuccessionPlanning #TaxCourt #IRS #EstatePlanning #TaxProsChat
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