Overdrawn Loan Accounts 2024 – The Tax Issues - 24 October 2024 (On Demand)

1.25 CPD Hours

Description

Unlock the secrets to managing overdrawn loan accounts with our comprehensive webinar, covering tax implications, mitigation strategies, and key rules for companies, LTCs, and trusts

This webinar will set out the tax effects of overdrawn loan accounts including:

  • Overdrawn shareholder and shareholder employee loan accounts, and the deduction, dividend, FBT (and employee share scheme) rules.
  • Mitigating the effects of overdrawn loan accounts including; crediting of salaries or dividends, charging interest (and application of RWT).
  • Other tax issues e.g. dividend avoidance and loan forgiveness.
  • Loans from LTC’s and Trusts.

Join this webinar as a time efficient way to catch-up on the tax rules applying to overdrawn loan accounts across a range of entities.

ORIGINAL BROADCAST DATE

24 October 2024

LEARNING OUTCOMES

Attendees will gain an understanding of the practical tax issues related to overdrawn loan accounts with a range of entities including companies, LTC’s and trusts.

SUITED TO

Accountants, business advisers and lawyers wanting to understand the tax effects of overdrawn loans and steps to mitigate those effects.

PRESENTER

Maurits van den Berg, Senior Manager, Taxation Services, Baker Tilly Staples Rodway.

Maurits is a Senior Manager Taxation Services at Baker Tilly Staples Rodway Auckland. Maurits is a co-author of the popular CCH publication “A Practical Guide to Taxing Property Transactions”. Maurits also has a special interest in cross-border business and the associated GST and income tax issues.

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