Learn continuity, commonality, and tax strategies for utilizing losses and imputation credits effectively across businesses and groups.

This course provides a comprehensive guide to managing company losses and imputation credits within New Zealand's tax framework. Dive into key topics, including shareholder continuity, group company commonality, loss carry-forward rules, and imputation credit utilization. Explore practical examples of tax loss offsets, amalgamations, and compliance with the same business test. Gain insights into the impacts of changes in shareholding, trusts, and restructuring. By the end of this course, participants will be equipped to navigate complex scenarios and maximize tax benefits while maintaining compliance.
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TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Senior Manager at Findex/Crowe
Nola is a Senior Manager for Findex in the Dunedin Tax Team. Nola has been with Findex for over 15 years, where she advises on a wide range of tax matters, including property transactions and property ownership structures, structuring opportunities for businesses including relationship property considerations, providing advice on the tax treatment of transactions for clients and other professional advisory firms and managing Inland Revenue Department queries, disputes and debt relief applications.