2024 CE Fulfilment Workshop: Taxation Planning for Financial Services Professionals by Wee Hun Been / Lai Chiew Luan

It is important to review budget changes yearly. While tax is an imposition by the government, there are always possibilities to arrange your tax affairs in such a way as to attract the least amount of tax. This one-day program will highlight the recent budget amendments and also provide a platform to discuss tax planning ideas that will contribute immensely to wealth maximization. Taxation pervades the four pillars of financial planning – wealth accumulation, protection, preservation, and distribution. Every financial service professional should be adept at taxation, both the law and the planning opportunities.

Learning Outcome