Download: Flyer - Black&White (.PDF 373kb)
Course Outline (.PDF 55kb)
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15 & 16 DECEMBER 2010 * NEW WORLD HOTEL, MAKATI CITY, PHILIPPINES * 9:00AM to 5:00PM
Having the RIGHT METHODOLOGY in tax planning is a valuable tool to guide individuals and business owners in optimizing their tax savings and deductions. Institutionalize your tax planning system.
This two-day seminar will teach participants how to apply the best methodology, approaches and tax strategies for a year-end tax planning session to close 2010 and prepare for 2011.
The program will include cases and exercises to apply lessons learned; research on common findings of BIR examiners and avoiding pitfalls; tax-saving tips; preparing for year-end audit; update on new regulation on withholding tax RR 10-2008; and taking advantage of the PERA Law, among others.
Attend! Individuals and business organizations will surely benefit!
This two-day seminar will teach participants how to apply the best methodology, approaches and tax strategies for a year-end tax planning session to close 2010 and prepare for 2011.
The program will include cases and exercises to apply lessons learned; research on common findings of BIR examiners and avoiding pitfalls; tax-saving tips; preparing for year-end audit; update on new regulation on withholding tax RR 10-2008; and taking advantage of the PERA Law, among others.
Attend! Individuals and business organizations will surely benefit!
• Business Owners
• Board Directors
• CFOs & Accountants
• Lawyers & Tax Planners
• Business Consultants
• Stakeholders of SMEs &
Multinational Corporations
• Those interested in lowering their
tax payments correctly
• Board Directors
• CFOs & Accountants
• Lawyers & Tax Planners
• Business Consultants
• Stakeholders of SMEs &
Multinational Corporations
• Those interested in lowering their
tax payments correctly
_______________________________
Seminar Investment is P12,880
inclusive of Meals, Resource Kit, &
Certificate of Attendance
Seminar Investment is P12,880
inclusive of Meals, Resource Kit, &
Certificate of Attendance
Lecturer: Atty. Rosario S. Bernaldo, CPA, MBA – is the founder and managing partner of law and accounting firms Bernaldo, Mirador Law Offices and R.S. Bernaldo & Associates, which comprise more than 120 accountants and lawyers. Her areas of expertise include public accounting, law and taxation, management advisory, and receiverships and insolvencies. She co-authored “A Primer on the National Internal Revenue Code.” Her career path includes having been the lone tax partner of Punongbayan & Araullo. Her professional affiliations include having been co-founder & chairman of the ASEAN Accounting Firms (ASNAF).
She graduated summa cum laude with an accounting degree from the University of the East, was valedictorian and cum laude from the UE College of Law, and ranked first upon obtaining her MBA from University of the Philippines. She was also a CPA topnotcher.
YEARLY SEMINAR
REGISTER NOW
Avail of Early Bird and
Group DISCOUNTS
Contact Person: Jessica Ogang
Telephone (+632) 556-8968 or 69
Telefax (+632) 842-7148 or 59
EMAIL: jessica@cgbp.org
Check: http://www.cgbp.org
REGISTER NOW
Avail of Early Bird and
Group DISCOUNTS
Contact Person: Jessica Ogang
Telephone (+632) 556-8968 or 69
Telefax (+632) 842-7148 or 59
EMAIL: jessica@cgbp.org
Check: http://www.cgbp.org
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Year-End Tax Planning
Strategies and Updates on New Compliance Requirements
New World Hotel, Makati City, Philippines
9:00 am to 5:00pm, December 15 & 16, 2010
Course Outline
Day 1
9:00 AM to 12:00 noon Introductory to Proper Tax Planning
Objectives of Year-end Planning
Steps in Tax Planning
Checklists of Information Required from
1. Board of Directors
2. CEO
3. CFO
4. Accounting Department
5. Corporate Secretary
Application of Tax Planning Methodology
Using Sample Exercises and Cases
1:00 PM to 5:00 PM A How to Guide for the Interview Process
Data gathering The Right Way
Research Methodology
Evaluation Process
Drafting Recommendation
Case Discussion
Day 2
9:00 AM to 12:00 noon Year-End Tax Saving Tips
- Individuals
- Corporations
A Must-Know: Common Findings of BIR Examiners
Proven Ways on How to avoid pitfalls in Year-End Tax Filings
Sample of Returns to be Filed
(Enumeration and Application of the Tax Forms)
1:00 PM to 5:00 PM Best Approaches in Preparing for Year-End Audit
Update: New Regulation on Withholding Tax RR 10-2008
Taking advantage of the PERA Law
9:00 AM to 12:00 noon Introductory to Proper Tax Planning
Objectives of Year-end Planning
Steps in Tax Planning
Checklists of Information Required from
1. Board of Directors
2. CEO
3. CFO
4. Accounting Department
5. Corporate Secretary
Application of Tax Planning Methodology
Using Sample Exercises and Cases
1:00 PM to 5:00 PM A How to Guide for the Interview Process
Data gathering The Right Way
Research Methodology
Evaluation Process
Drafting Recommendation
Case Discussion
Day 2
9:00 AM to 12:00 noon Year-End Tax Saving Tips
- Individuals
- Corporations
A Must-Know: Common Findings of BIR Examiners
Proven Ways on How to avoid pitfalls in Year-End Tax Filings
Sample of Returns to be Filed
(Enumeration and Application of the Tax Forms)
1:00 PM to 5:00 PM Best Approaches in Preparing for Year-End Audit
Update: New Regulation on Withholding Tax RR 10-2008
Taking advantage of the PERA Law
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SEMINAR FEE PER PERSON: P 12,880 (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 November 15, 2010)
• Less 5% for early payment (if made on or before December 5, 2010)
• Less 5% for group registration (minimum of 3 participants)
SEMINAR FEE PER PERSON: P 12,880 (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 November 15, 2010)
• Less 5% for early payment (if made on or before December 5, 2010)
• Less 5% for group registration (minimum of 3 participants)