THE INSTITUTE FOR WILLS AND ESTATE EDUCATION

 

The New Estate Administration Tax Act

Regulations and Forms

Special Presenters:   Ministry of Finance Representatives


1.         Introduction (5 mins)

2.         New Regulations Overview (10 mins)

3.         The New Regulations in detail (30 mins)

4.         Estate Administration Tax Returns (30 mins)

5.         Tax Return Completion (30 mins)

6.         Penalties and Liabilities (15 mins)

7.         Audits (15 mins)

8.         Practice/Professionalism Issues (30 mins) (Professionalism)

  • Scope of Retainer issues

  • Managing client expectations regarding fees and services to be provided

  • Avoiding potential liability through reporting letters and notetaking

9.         Questions and Answers (15 mins)

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