FinanceMalta
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July 14, 2021
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THE INCOME TAX TREATMENT OF SHARE TRANSFERS

THIS WEBINAR WILL PROVIDE AN OVERVIEW OF HOW SHARE TRANSFERS MAY ATTRACT DIFFERENT TAX TREATMENTS. CALCULATING THE TAXES INVOLVED FROM A CAPITAL GAINS PERSPECTIVE MAY BE A COMPLEX MATHEMATICAL EXERCISE. THE SEMINAR SHALL AIM TO DISCUSS AND ANALYSE DIFFERENT TAX PROVISIONS REGULATING SHARE TRANSFERS.

This webinar will cover:• The concept of ‘securities’ in terms of the ITA;• Transfers of securities: receipts of an income or capital nature?;• Determining the gain: mandatory computational methodologies;• Exemptions & roll-over relief (listed securities, participation exemption, transfers by non-residents, 5(9), 5(14);• Filing requirements (i.e. tax schedules);• Provisional tax in terms of article 43 ITMA;• The special case of property companies;• Deemed transfers (e.g. value shifting, exit tax)• Articles 13(4) and 13(5) of the OECD MTC.

Overview

Why Attend?

Agenda Highlights:

Confirmed Speakers

  • Roderick Borg - Roderick is an accountant by profession, joined the tax function of KPMG after graduating with a first class degree in both the B. Com course and the B. Accty (Hons.) course from the University of Malta. In 2010, Roderick was awarded the diploma in taxation with distinction from the Malta Institute of Taxation. Roderick is currently an Associate Director involved in the provision of direct and indirect tax compliance and advisory services to domestic and international corporate and individual clients. He also delivers lectures in various seminars and professional educational activities relating to taxation matters including taxation modules to students reading for their ACCA qualification.

Sponsors

THE INCOME TAX TREATMENT OF SHARE TRANSFERS
Calendar

July 14, 2021

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Online

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€30 - €60

Malta Institute of Taxation

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