Friday, 11 July 2025
Description
Attend and earn 0.5 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Chair
Anthony Grant, Barrister, Paladin Chambers
Tax Obligations and Compliance in Deceased Estates
Dealing with the financial affairs of a deceased estate can be challenging. Whether you are an executor, administrator, or simply helping out, this presentation provides you with guidance on handling tax obligations and ensuring compliance with legal requirements.
Presented by Meg Murthi, Associate Director, The Advisory Group
Learning Objectives:
- Understand key tax obligations in administering a deceased estate
- Learn how to ensure compliance with legal and reporting requirements
*Original Content was created in November 2024
Presenters
Anthony Grant, Barrister, Paladin Chambers
Anthony Grant is a Barrister and advisor on the laws concerning Trusts and Estates. He also acts as a professional Trustee. Anthony is a member of STEP (the international Society of Trust and Estate Practitioners) as well as the Auckland District Law Society’s Trust Law Committee. He regularly appears in the Senior Courts on issues involving Trusts and Estates and writes and speaks extensively on these topics.
Meg Murthi, Associate Director, The Advisory Group
After recently joining The Advisory Group as a Senior Manager in the International Tax Team, Meg has been promoted to Associate Director. Meg has considerable experience in tax. She has worked for Deloitte and Ernst & Young in New York City and New Zealand. She has advised an array of clients on their cross-border transactions, business divestments and expansions (including mergers and acquisitions). She has also conducted tax reviews to mitigate inefficient tax costs and identify potential contingent tax liabilities for financial reporting. Meg has extensive knowledge in audit defence and tax controversy. She has worked as an Investigator at Inland Revenue and has unique insight on how best to advocate for her clients interests to ensure pragmatic settlement outcomes on contentious matters. Meg has also managed tax automation projects involving the implementation of electronic invoicing and tax engine systems. She has prepared business cases; helped select vendors; documented business requirements; completed transaction mapping; and provided tax technical feedback to ensure successful implementation of the automated system.
Friday, 11 July 2025
Description
Attend and earn 0.5 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Chair
Anthony Grant, Barrister, Paladin Chambers
Tax Obligations and Compliance in Deceased Estates
Dealing with the financial affairs of a deceased estate can be challenging. Whether you are an executor, administrator, or simply helping out, this presentation provides you with guidance on handling tax obligations and ensuring compliance with legal requirements.
Presented by Meg Murthi, Associate Director, The Advisory Group
Learning Objectives:
- Understand key tax obligations in administering a deceased estate
- Learn how to ensure compliance with legal and reporting requirements
*Original Content was created in November 2024
Presenters
Anthony Grant, Barrister, Paladin Chambers
Anthony Grant is a Barrister and advisor on the laws concerning Trusts and Estates. He also acts as a professional Trustee. Anthony is a member of STEP (the international Society of Trust and Estate Practitioners) as well as the Auckland District Law Society’s Trust Law Committee. He regularly appears in the Senior Courts on issues involving Trusts and Estates and writes and speaks extensively on these topics.
Meg Murthi, Associate Director, The Advisory Group
After recently joining The Advisory Group as a Senior Manager in the International Tax Team, Meg has been promoted to Associate Director. Meg has considerable experience in tax. She has worked for Deloitte and Ernst & Young in New York City and New Zealand. She has advised an array of clients on their cross-border transactions, business divestments and expansions (including mergers and acquisitions). She has also conducted tax reviews to mitigate inefficient tax costs and identify potential contingent tax liabilities for financial reporting. Meg has extensive knowledge in audit defence and tax controversy. She has worked as an Investigator at Inland Revenue and has unique insight on how best to advocate for her clients interests to ensure pragmatic settlement outcomes on contentious matters. Meg has also managed tax automation projects involving the implementation of electronic invoicing and tax engine systems. She has prepared business cases; helped select vendors; documented business requirements; completed transaction mapping; and provided tax technical feedback to ensure successful implementation of the automated system.