• Navigating U.S. and South African Cross-Border Taxation with Conrad Meyer

  • Oct 28 2024
  • Length: 1 hr and 7 mins
  • Podcast

Navigating U.S. and South African Cross-Border Taxation with Conrad Meyer

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  • The Essential Tax Podcast with Mishkin Santa, Episode 11 Watch or listen to this episode of The Essential Tax Podcast when host Mishkin Santa sits down with tax expert Conrad Meyer to unravel the complexities of U.S. and South African cross-border taxation. Conrad is a seasoned tax professional and auditor based in South Africa. Conrad brings a wealth of knowledge from the auditing and accounting practice, Nexia Cape Town, where, as a Partner, he has helped clients navigate the complexities of tax residency, international compliance, and financial migration. Key Takeaways: * Understanding Tax Residency: Conrad discusses the nuances of establishing and ceasing tax residency in South Africa, highlighting the significant tax implications for those moving internationally. * Impacts of Recent Tax Law Changes: Recent changes in South African tax law, especially those affecting expatriates and residents with foreign incomes, are explored. Conrad emphasizes the importance of proper exit strategies to avoid dual taxation. * Financial Migration and Compliance: The process and importance of financial emigration from South Africa are examined, along with strategies for managing pensions, provident funds, and retirement annuities in compliance with both South African and international tax laws. * Practical Tips for Tax Planning: Conrad offers practical advice for those moving to or from South Africa, including the critical steps to take for ensuring tax compliance and optimizing financial transitions. Learn more about Conrad Meyer: * Connect with Conrad on LinkedIn: https://www.linkedin.com/in/conrad-meyer-05888114 * Visit Nexia Cape Town’s Website: http://www.nexiacapetown.com * Email: conrad@nexiasa.com Resources: * SARS link to foreign income and exemptions: https://www.sars.gov.za/individuals/tax-during-all-life-stages-and-events/foreign-employment-income-exemption * Nexia Cape Town Budget Booklet: https://www.nexiacapetown.com/insights/nexia-publications * South Africa Know Your Client Rules: https://www.kychub.com/blog/kyc-requirements-south-africa/#:~:text=This%20act%20plays%20a%20pivotal,of%20address%20(utility%20 bills) * South African Revenue Service: https://www.sars.gov.za South Africa OECD Grey list: *https://www.reuters.com/business/finance/south-africa-should-get-off-global-regulators-grey-list-2025-says-central-bank-2024-03-13 *https://www.fatf-gafi.org/en/countries/black-and-grey-lists.html *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that make your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: * https://www.youtube.com/@TheWolfGroupPC * Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 * Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: * Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta * Follow The Wolf Group, P.C. on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc * Read Mishkin’s bio on Wolf Group, P.C.’s website: https://thewolfgroup.com/our-people/mishkin-santa
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