CERTIFICATE IN TAX DISPUTE RESOLUTION (C-TDR)

CERTIFICATE IN TAX DISPUTE RESOLUTION (C-TDR)2019-03-20T14:08:25+02:00

COURSE DATES & DURATION

Course Start Date: 30 April 2019
Course End Date: 18 November 2019

* Please note that the IITF have the right to change the timing of this course, as long as they remain in line with the requirements of the necessary accreditation authorities.

WHAT IS COVERED IN THE C-TDR?

The Constitution, the Tax Administration Act and Dispute Resolution
Administrative law, Tax Administration Act and Dispute Resolution – Introduction
Administrative Justice and Access to Information – Judicial Review
ADR Alternative Dispute Resolution
 Objections and Appeals
Rule 31 and Rule 32
Rule 56 – Default Judgements and non-compliance with the Rules
Tax Liability and Payment under the TAA and Dispute Resolution – section 200 and section 167
Tax Refunds/ Vat Refunds
Penalties
SARS Collections Powers and the Constitution- section 179 and related provisions
Tax Compliance Certificates TCC
Applications on Notice – Tax Court and High Court Applications
Assessments
Handling a Tax Audit and Responding to an Audit Letter of Findings – section 42
Procedure in the Tax Board and Tax Court

ABOUT THE COURSE

The Certificate in Tax Dispute Resolution has been developed from the old Advanced Diploma in Tax Procedural Law offered by the International Institution for Tax and Finance.

The course is delivered over 8 months, and will give the learner an in depth look at the topics above.

The real value of the course lies in the practical knowledge shared by one of South Africa’s foremost advocates of Tax Dispute Resolution, Dr Daniel N. Erasmus.

The course is presented by Schalk Pieterse in conjunction with Dr. Erasmus.

COURSE FACULTY

COURSE CONVENER – Dr Daniel N. Erasmus
BA (law) BProc H Dip Tax Ph.D Adv Dip Transfer Pricing EA USTax Court Practitioner and NTPI Fellow

Dr Erasmus is currently Chairman of TRM Services and is focusing on building the US
chapter of the TRM practice working closely with EAs and CPAs and their clients in
the US.

He is a US Tax Court Practitioner, EA and an International Tax Attorney – with
an excellent track record on tax cases.

Daniel has worked in the field of taxation since the 1980s and is a leading pioneer in the
advancement of developing a system of tax risk management to circumvent the
adversarial nature of tax controversies with tax authorities.

Daniel is an Adjunct Professor at the Thomas Jefferson School of Law and previously served as Chairman of the Law Society of South Africa’s Tax Matters Committee for more than nine years.
He has co-authored a number of books and publications and consults extensively
to international EAs, CPAs and MNEs.

HEAD LECTURER – Mr. Schalk Pieterse
Com LLB,  Adv Dip Tax (Cum Laude), ADTPL (Thomas Jefferson School of Law)

Schalk is a tax attorney and specializes in Tax Dispute resolution, Tax Board and Tax court representation, Tax debt management and negotiations, and general tax law advice restructuring.

Schalk is currently also studying his Masters degree in Tax Law and Constitutional law at NMU. Schalk lectures on Income Tax law, the Tax Administration Act, Administrative law and Constitutional law.  He is also the co-founder of Strombeck Pieterse Inc Attorneys.

ASSISTANT LECTURER – Mr. Eddie Sneller
Compt, GTP (SA)

COURSE ADMINISTRATOR – Mr G. Ferreira

ABOUT THE IITF

IITF is an international tax consultancy with a faculty of globally recognised taxation experts. IITF specialises in delivering international tax programmes and workshops both face to face and online.

The IITF has delivered over 65 accredited and non-accredited post graduate courses as well as numerous short courses over the past 13 years. Students educated include individuals, small to medium sized organisations, multi-nationals and revenue services including:

  • South Africa Revenue Services (SARS)
  • Zimbabwe Revenue Services (ZIMRA)
  • Federal Inland Revenue Service of Nigeria (FIRS)
  • Lagos Internal Revenue Services
  • MTN
  • PwC
  • Deloitte
  • EY
  • Accenture
  • Mazars
  • Unilever
  • SABMiller

Past and current partners of IITF include:

  • Informa/ K-Nect365 (UK)
  • Middlesex University (UK)
  • Thomas Jefferson School of Law (USA)
  • Rasmus Tax LLC (USA)
  • TPA-Global (Netherlands)
  • Andersen Tax (Nigeria)
  • Strombeck Pieterse(Southern Africa)
  • ThomsonRueters (Global)
  • Logifin (Southern Africa)

COURSE FORMAT

  • This is a distance learning course. All notes and lecture material will be made available via the internet;
  • A short assignment must be completed after each section;
  • LIVE lectures will be conducted on the internet via our Online classroom every week;
  • An exam will be written after each module – there are 2 modules

STUDY HOURS/ CERTIFICATION

The International Institute for Tax and Finance is not an accredited institute in South Africa.  The C-TDR is not a qualification.

The certificate provides 920 verifiable study hours

These hours can be used for CPD (Continuing Professional Development) points.

WHO SHOULD ATTEND

This course has been specifically designed to give attendees first hand academic and practical knowledge on dealing with Tax Dispute Resolutions.

It is aimed at the following:

  • In-house tax specialists
  • Chartered Accountants
  • Accountants & Bookkeepers
  • Payroll Specialists
  • Attorneys

COURSE COSTS

  • ZAR 15,500.00 once off; or
  • Excludes prescribed books.

PRESCRIBED BOOKS

  • Silke on Tax Administration – LexisNexis
  • Tax Intelligence (xLibris)- Prof. Daniel N. Erasmus

APPLICATION FORM

Click here for application form.

INQUIRIES

For more information please complete the Inquiry Form, or contact the student envoy, gilfer@iitf.net

LECTURERS

  • Daniel N. Erasmus
  • Schalk Pieterse
  • Eddie Sneller

Testimonial

“Of all the courses I have done this course has been the most valuable to my career in taxation.  The practical knowledge gained from Dr Erasmus has enabled me to deal positively with all our tax dispute matters.  This course has had a significant and direct impact on how we deal with tax” . – Mr W. Vogel