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.
Participants will be able to:
Time | Details |
8:30 – 9:00 am | Registration / Pre Asessment |
Overview of income tax planning
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Business income
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Taxation on non-business income
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How To Spot The Market Top With The Right Chart Pattern?
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Taxation for personal trusts
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Post Assessment |
KP Bose Dasan has been involved in taxation for over 40 years, after an 8 year stint with the Inland Revenue Department and two years as tax manager with HRM. He went to USA in 1986 to study the nascent industry of financial planning, and has been a pioneer in financial planning education in Malaysia ever since. He has written over 60 articles on tax, investment and finance that have appeared in all major magazines including The Edge, Smart Investor, Personal Money, and the FPAM 4E Journal. He holds an economics degree from Universiti Malaya and an MBA from Cranfield University, UK.
He has lectured extensively all over Malaysia and in India and Singapore on his core interest area of investment, tax and financial planning. His mission is to foster financial literacy and through it set a pathway to financial freedom.
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.
Yes, you may. However, you will not be granted full points from respective parties.
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).
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