Structuring Effective Personal Tax Strategies

Most clients come to financial planning professionals because they want to maximise their financial position and get ahead. One of the ways for clients to maximise their financial position is to avoid paying more taxes than required i.e. to minimise the amount of tax paid. Therefore, it is vital for financial planning professionals to assist their clients to personalised tax minimisation strategies so that the clients can secure a safe financial future and retirement. In this course, we will be discussing how taking proactive steps to minimise taxes can produce significant financial benefits. Financial planning professionals as well as anyone who is keen to enhance his own knowledge in tax planning will find this course intriguing.

Learning Outcome

Participants will be able to:

1. Analyse client’s current situation and determine opportunities to achieve wealth management goals.
2. Assess the impact of taxation on the financial position of an individual
3. Identify tax implications in asset distribution and preservation
4. Formulate tax effective strategies for investment and managing of wealth

Learning Outline

Facilitator

Profile of Vergis Mathew

Vergis is currently involved in Financial Planning Consultancy, Training and Education. Through i-Biz Concept Sdn Bhd, he lectures on financial management, accounting, personal finance and wealth management. He is also one of the panel speakers on corporate governance for the Malaysian Association of the Institute of Chartered Secretaries & Administrators (MAICSA).

Vergis is a Certified Financial Planner and Chartered Accountant. He is a Fellow of the Institute of Chartered Accountant in England and Wales. He has been in top level Management at MNC’s engaged in diversified activities in many parts of the globe. During that time he was responsible for General and Financial Management including being Company Secretary and was especially active in Project Management, Business Reorganisations, Due Diligence and Business Acquisitions, Profit Improvement Initiatives, Computer Feasibility Studies and Installations, In-house Training, Wage Negotiations and Collective Agreements.

Terms & Conditions

• Registration is on a first-come-first-served basis, only 20 seats available.
• Participants need to sit in for both sessions in order to accumulate the points.
• Confirmation is subject to payment before the workshop.
• FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.

Frequently Asked Questions

1. How long will each digital programme take?

Each digital programme is the equivalent of a day’s CE Workshop training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.

2. Can I attend only half sessions of the training?

Yes, you may. However, you will not be granted full points from respective parties.

3. Which forms of payment can I use?

We accept payment by credit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).

4. How secure is shopping? Is my data protected?

Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card or bank details cannot be read by any third party. Credit card payments will also be verified through the 3D secure procedure.

5. Who should I contact if there is any transactional issue or problem purchasing any product / service?

Kindly drop a message below with the problem statement and we will get back to you as soon as possible.