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Issues covered include: privilege, waiver, the Harman Obligation, advocacy
“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” Robert Kiyosaki had a point, so it’s crucial that as your client’s trusted advisor you stay up to date and informed in all things trusts, tax and assets related. This program will accomplish just that and give you the edge you need in your practice.
Attend and earn 2 CPD points in Substantive Law
This seminar was recorded in TAS on 1 March 2019
Chair: Darren Sheen, Senior Associate, Dobson Mitchell Allport
2.15pm to 3.15pm: Trusts and Asset Protection
Presented by Louise Bloomfield, Accounting & Tax Strategist, Founder of Bloomfield & Associates Public Accountants and Taxation
3.15pm to 4.15pm: Taxation of Trusts
Presented by Kate McLoughlin, Director, and Sam Alexander, Manager, Tax Services, Deloitte