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Download: Flyer - Black&White (.PDF 339kb) Course Outline (.PDF 272kb) |
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19 & 20 JULY 2012 * EDSA SHANGRI-LA HOTEL, MANDALUYONG CITY * 9:00AM to 5:00PM
This special 2-day seminar will provide you the best possible ways and options to save on Estate, Donor's and Inheritance taxes when you want to transfer your assets and your business to the next generation. We will share with you the most comprehensive information to align your tax strategies with the recent tax laws and the most updated BIR regulations.
Learn the secrets of the tax-savvy rich ones who know how to smartly preserve their wealth for the benefit of their families. We will teach you proven ways to maximize your tax deductions, guide you on areas where you can be tax-exempt and even find remedies to unfreeze locked assets heirs cant touch due to huge tax liabilities.
When you dont plan, estate taxes can wipe out your familys fortunes. Heirs suffer. Many of these tax obligations are avoidable when you plan ahead and do it right. Leave a lasting legacy. Attend!
Learn the secrets of the tax-savvy rich ones who know how to smartly preserve their wealth for the benefit of their families. We will teach you proven ways to maximize your tax deductions, guide you on areas where you can be tax-exempt and even find remedies to unfreeze locked assets heirs cant touch due to huge tax liabilities.
When you dont plan, estate taxes can wipe out your familys fortunes. Heirs suffer. Many of these tax obligations are avoidable when you plan ahead and do it right. Leave a lasting legacy. Attend!
ONE-TIME SEMINAR
REGISTER NOW
Avail of Early Bird and
Group DISCOUNTS
Contact Person: Camille Jonas
Manila lines (+632) 556-8968 or 69
Manila Telefax (+632) 842-7148 or 59
Cebu lines (+63 32) 512-3106 or 07
Email: camille@cgbp.org
Check: http://www.cgbp.org
REGISTER NOW
Avail of Early Bird and
Group DISCOUNTS
Contact Person: Camille Jonas
Manila lines (+632) 556-8968 or 69
Manila Telefax (+632) 842-7148 or 59
Cebu lines (+63 32) 512-3106 or 07
Email: camille@cgbp.org
Check: http://www.cgbp.org
Lecturer 1: Danilo A. Duncano, CPA is an expert in taxation having authored 23 tax books. He has over 37 years of experience as a tax practitioner both in the private and public sector.
In 2007, he was designated BIR OIC-Deputy Commissioner of the Tax Reform and Administration Group (TRAG), Special Concerns Group (SCG), and Resource Management Group (RMG).
Lecturer 2: Atty. Jim V. Lopez is an author of 5 best-selling books and an expert practitioner in asset protection law who has helped many property and business owners stay in control even after disposing their assets infavor of their families and future generations.
Property & Business Owners
School Board
Spouses & Family Members
Lawyers & CPAs
Treasurers & CFOs
Tax & Business Consultants
Anyone who wants to save
on Estate, Donor's &
Inhertance Taxes
School Board
Spouses & Family Members
Lawyers & CPAs
Treasurers & CFOs
Tax & Business Consultants
Anyone who wants to save
on Estate, Donor's &
Inhertance Taxes
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Seminar Investment is P13,480
inclusive of Meals, Resource Kit, &
Certificate of Attendance
Seminar Investment is P13,480
inclusive of Meals, Resource Kit, &
Certificate of Attendance
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Best Saving Strategies on Estate, Donor's & Inheritance Taxes
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Edsa Shangri-La Hotel, Mandaluyong City, Philippines
Thursday & Friday, 19 & 20 July 2012, 9:00AM to 5:00PM
Course Outline
Day 1 - Thursday, July 19, 2012
What You Need to Know About Estate and Donors Taxes
Updates: Laws and New BIR Regulations and Recent Rulings
Exemption of Certain Acquisitions, Transmission and Gifts
Statutory Exemptions
Definitive Guide on Deductible Expenses and Amounts Allowable In Case Of Death
Expenses
Family Home
Standard Deduction
Funeral Expenses
Medical Expenses
Judicial Expenses
Claims Against the Estate
Substantiation Requirements
Determination of the Value of the Estate and Gifts
Real properties
Shares of stocks
Right to Usufruct
Donation To Relatives and Strangers
Tax Impact on Giving to Your Relatives
Tax Impact on Giving to a Church
Tax Deductible Donations
The Mechanics of Making Donations Through an Estate
Accreditation of Donee Institutions
Political Campaign Contributions: What You Must Report & What is Taxable
Charitable Institutions
Cooperatives
Senior Citizens
Adopting a Public School and Other Special Laws
Comparative Tax Treatment in the Deductibility for Income and
Donors Tax Purposes of Donations and Gifts of Donee Institutions
Tax Credits Determination of Exclusive and Conjugal Properties
The Role of the Technical Committee on Real Property Valuation
Correct Method In the Valuation of Assets and Improvements
Taxable Base of Real Property Transfers
Rule Against Ante-Dating
What About Insurance?
Day 2 - Friday, July 20, 2012
Transfer for Less Than Adequate and Full Consideration
Generation-Skipping Tax Avoidance Strategy
Comparative Tax Treatment in the Disposition/ Transmission of
Real Estate, Shares of Stocks and Other Valuables
Selling vs. Donation vs. Estate Transmission
Disposition of Real Properties with Assumption of Mortgage
Disposition of properties with Right to Usufruct
Registration and Other Compliance Requirements
Income Tax Liability of a Taxable Estate
What to Watch Out for in Filing of Returns and Payment of Tax
Tax Payments during Deadlines
Processing of One-Time Transactions (ONETT)
Mandatory Documentary
Certificate Authorizing Registration
Approaches To Audit and Investigation
Common Pitfalls and Mistakes Taxpayers and Heirs Make
Best Practices Solutions and Remedies
Asset Protection Strategies
How To Protect Your Assets from Predators
Prescriptions for a Valid Will
What You Need to Know About Estate and Donors Taxes
Updates: Laws and New BIR Regulations and Recent Rulings
Exemption of Certain Acquisitions, Transmission and Gifts
Statutory Exemptions
Definitive Guide on Deductible Expenses and Amounts Allowable In Case Of Death
Expenses
Family Home
Standard Deduction
Funeral Expenses
Medical Expenses
Judicial Expenses
Claims Against the Estate
Substantiation Requirements
Determination of the Value of the Estate and Gifts
Real properties
Shares of stocks
Right to Usufruct
Donation To Relatives and Strangers
Tax Impact on Giving to Your Relatives
Tax Impact on Giving to a Church
Tax Deductible Donations
The Mechanics of Making Donations Through an Estate
Accreditation of Donee Institutions
Political Campaign Contributions: What You Must Report & What is Taxable
Charitable Institutions
Cooperatives
Senior Citizens
Adopting a Public School and Other Special Laws
Comparative Tax Treatment in the Deductibility for Income and
Donors Tax Purposes of Donations and Gifts of Donee Institutions
Tax Credits Determination of Exclusive and Conjugal Properties
The Role of the Technical Committee on Real Property Valuation
Correct Method In the Valuation of Assets and Improvements
Taxable Base of Real Property Transfers
Rule Against Ante-Dating
What About Insurance?
Day 2 - Friday, July 20, 2012
Transfer for Less Than Adequate and Full Consideration
Generation-Skipping Tax Avoidance Strategy
Comparative Tax Treatment in the Disposition/ Transmission of
Real Estate, Shares of Stocks and Other Valuables
Selling vs. Donation vs. Estate Transmission
Disposition of Real Properties with Assumption of Mortgage
Disposition of properties with Right to Usufruct
Registration and Other Compliance Requirements
Income Tax Liability of a Taxable Estate
What to Watch Out for in Filing of Returns and Payment of Tax
Tax Payments during Deadlines
Processing of One-Time Transactions (ONETT)
Mandatory Documentary
Certificate Authorizing Registration
Approaches To Audit and Investigation
Common Pitfalls and Mistakes Taxpayers and Heirs Make
Best Practices Solutions and Remedies
Asset Protection Strategies
How To Protect Your Assets from Predators
Prescriptions for a Valid Will
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SEMINAR FEE PER PERSON: P 13,480 (Fee covers Meals, Resource Kit, Certificate of Attendance)
GET AS MUCH AS 15% DISCOUNT! AVAIL OF ANY OR ALL OF THE FOLLOWING:
Less 5% for early registrants (on registrations made on or before June 29, 2012)
Less 5% for early payment (if made on or before July 9, 2012)
Less 5% for group registration (minimum of 3 participants)
SEMINAR FEE PER PERSON: P 13,480 (Fee covers Meals, Resource Kit, Certificate of Attendance)
GET AS MUCH AS 15% DISCOUNT! AVAIL OF ANY OR ALL OF THE FOLLOWING:
Less 5% for early registrants (on registrations made on or before June 29, 2012)
Less 5% for early payment (if made on or before July 9, 2012)
Less 5% for group registration (minimum of 3 participants)