Webinar | Lunchbox Session: Tax Compliance & Business Interests in Deceased Estates - CPD Consortium
Upcoming Webinars

Lunchbox Session:

Tax Compliance & Business Interests
in Deceased Estates

Date:
11 June 2025

Time:
13:00 – 13:45pm (SA Time)

Platform:
ZOOM

CPD Points:
0.5 CPD Points Available

For tax practitioners, accountants, and estate administrators assisting clients with estate planning and compliance, understanding the tax obligations in deceased estates is critical. This webinar will provide essential guidance on the key tax requirements executors must navigate, ensuring estates are managed effectively and in compliance with SARS regulations. 

Gain expert insights into estate tax compliance, the application of Capital Gains Tax (CGT) in deceased estates, and the complexities surrounding business interests within an estate. This session will equip professionals with the knowledge to manage tax liabilities, valuations, and SARS audits effectively. 

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Key takeaways from the session will include practical insights on the following topics:

Estate Tax Compliance

Understanding SARS tax obligations for deceased estates and estate tax clearance requirements

Capital Gains Tax (CGT) on Death

How CGT applies to deceased estates, including implications for property, shares, and other assets

Business Interests in Deceased Estates

Managing valuations, outstanding tax liabilities, and SARS audits for businesses in an estate

Risk Mitigation & Compliance

Best practices for tax practitioners handling complex estate matters.

With an interactive Q&A session

With an interactive Q&A session: Get expert answers to your client-specific queries

Who should attend:

  • Tax Practitioners & Accountants – Ensuring compliance with SARS tax obligations and estate tax clearance procedures
  • Estate Administrators & Executors – Navigating tax complexities in estate administration, including CGT and business valuations
  • Legal & Financial Advisors – Advising clients on estate planning, tax-efficient structuring, and compliance considerations

Do not miss this opportunity to enhance your expertise in estate tax compliance and business succession planning. Register today to gain practical insights and expert guidance on managing deceased estates effectively.

#DeceasedEstateTax #EstateTaxCompliance #SARSObligations #CapitalGainsTax #BusinessInEstates 

REGISTER NOW

MEET THE PRESENTER:

Zasha De Lange

TRUST & DECEASED ESTATE TAX COMPLIANCE MANAGER AT TAX CONSULTING SA

Zasha De Lange is the Trust and Deceased Estate Tax Compliance Manager at Tax Consulting South Africa, where she provides expert guidance on corporate and high-net-worth estates tax matters. With a strong focus on Capital Gains Tax (CGT) in deceased estates, Zasha is highly skilled in managing the tax implications of property, shares, and other complex asset classes. She has a proven track record of resolving intricate estate tax issues, expertly managing interactions with SARS auditors and share evaluators to ensure efficient and compliant outcomes. Her in depth understanding of South African tax legislation and commitment to staying current with regulatory developments ensure that each estate she manages meets the highest standards of compliance. Zasha is known for her meticulous approach, technical expertise, and dedication to delivering practical tax solutions in the sensitive and complex area of estate administration. 

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Professor Deborah Tickle

FROM THE DAVIS TAX COMMITEE
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Keitumetse Sesana

TAX TECHNICAL SPECIALIST AT SAIT

Keitumetse Sesana is a registered SARS practitioner who also holds the designation of Master Tax Practitioner from the South African Institute of Taxation. With a solid background in international corporate tax matters from her previous roles at KPMG South Africa, she contributes important insights to the development of tax policy across various areas.  

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In addition to her legislative work, Keitumetse curates and manages content for tax practitioners as part of their Continuous Professional Development requirements. This includes hosting webinars and drafting content for various SAIT publications, helping professionals stay informed in the evolving tax landscape. 

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Delano Abdoll

Admitted Attorney, BA (Law), LLB, LLM at Tax Consulting SA

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Tertius du Plessis

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Piet Nel

CA (SA) Specialising in taxation

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He was a member of SAICA’s national tax committee and is still quite active in the development of tax legislation in South Africa by commenting on proposed legislation. Over a period of more than three decades, he presented numerous tax seminars and workshops to tax practitioners.

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Sophia Steyn

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Catherine Fourie

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Catherine is a Chartered Accountant (CA(SA)) and tax practitioner who completed her articles at Deloitte in 2003. After three secondments to the United States of America and Canada, she rejoined Deloitte as audit manager for four years, whereafter she has been a lecturer on the BCom Accounting programme with the Nelson Mandela University for 15 years until early 2024. Her main subjects were Taxation, Auditing and Ethics and Corporate Governance, as well as lecturing on the MCom (Taxation) program. She has a deep passion for teaching to which she has dedicated most of her professional career, especially fundamental principles. She implemented innovative learning and teaching practices, both online and hybrid/flexible; always ensuring impactful learning. As a member of the SAICA Digital Acumen Working Group she has always been passionate about innovation and resilience, which are both essential for the sustainability and growth of the modern professional. With the many students which have been through her lectures, she is excited to now bring digital innovation to the upskilling of professionals who work in the ever-changing landscape of tax and accounting. Her approach and style is one of ensuring a sound technical base, from where she quickly makes tax and accounting highly practical and relevant; delivering immediate value for anyone attending her training sessions.

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Sidney Fletcher

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Roxshanna du Toit

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Roxshanna is a seasoned tax professional and was until February 2024 the Head of Tax, Standard Trust Limited. As one of the market’s largest leading fiduciary services providers, she worked daily on complex matters pertaining to tax and accounting for trusts, deceased estates and the commercial and family interests which necessarily comes therewith. She has a BCom (Taxation Honours) and also served as a lead representative for the Banking Association of South Africa (BASA) in providing input to SARS directly as impacts the fiduciary arena. Her interest sphere is streamlined solutions to overcome the administrative and operational challenges of trustees, accountants, tax practitioners and executors. She considers herself as a practical generalist who excels in getting the job done, and she has been involved in untangling, resolving and ensuring compliance of some of the largest and most complex South African and international trusts, estates and family structures. Her decision to start her own practice allows her to expand her professional horizon as well as spend more quality time with her son.