Essentials of Tax planning

Content Provider


Course Level


Mode Of Delivery



40 hrs

Certification By


Course Validity

Valid for 6 months post activation

Learning Resources

Self-Learning Modules, PPTs, Videos
  • 1,800/- 1599/-
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Taxes are the most vital source of revenue for the government. These may be classified as Direct and Indirect Taxes. Direct taxes are those taxes that are charged directly on the income or revenue generated by assesses. For instance, Income from Salary, Income from Business and Profession, Income from House Property, Income from Other Sources like winning from lotteries, horse races etc., whereas indirect taxes are paid indirectly to the govt., as an example Service Tax, Sales Tax, Value Added Tax etc. Thus direct taxes are a direct hit on an individual’s income whereas indirect taxes are indirect hit on the earning capacity of a person.

Learning Outcomes

By the end of this course, you will be able to:

  • Classify the debt products

  • Recall deductions and exemptions allowed to NRI

  • Discuss various techniques of tax minimisation

  • Discuss the scope of security transaction tax

  • Differentiate public and private trust


Module 1: Introduction To Tax Planning

  • Tax Planning, Meaning Of Tax Planning 

  • Techniques Of Tax Minimisation 

  • Tax Planning Vs. Tax Evasions And Avoidance

  • Tax Planning Vs. Tax Management 

  • Essentials And Avenues Of Tax Planning

  • Importance And Nature Of Tax Planning

  • Deductions, Deductions And Exemptions Available To NRI

  • Computation Of Tax Liability Of NRI

  • Double Taxation Relief

Module 2: Tax Liability of Various Financial Products

  • Introduction To Financial Products

  • Equity Shares: Listed And Unlisted 

  • Equity Oriented Products

  • Exchange Traded Funds(Etfs)

  • Equity Linked Savings Scheme (ELSS)

  • Difference Between Mutual Fund And ELSS

  • Debt Products, Bonds, Debentures, Government Securities, PPF And Small Saving Schemes

  • Tax On Various Financial Transactions.

Module 3: Types Of Trust And Taxation Of Trust

  • Trust, Meaning And Definition Of Trust

  • Characteristic Of Trust

  • Essentials Of Trust 

  • Trust Creation Documents- Trust Deed And Memorandum Of Association

  • Classification Of Trust, Meaning, Definition And Creation Of Charitable Trust

  • Charitable And Religious Trust

  • Registration Of Charitable Trust

  • Incomes Of Charitable And Religious Trusts.

Module 4: Tax Implications Of Trusts

  • Accumulation Of Incomes

  • Exemptions Available To Trust

  • Cases Where Exemptions Are Not Available

  • Tax Treatment Of Different Sources Of Incomes Of Charitable Trusts, 

  • Withdrawals And Exemptions 

  • Levy Of Tax At The Maximum Marginal Rate.

Module 5: Property Documentation

  • Transfer Of Property

  • Documents For Transfer Of ‘Land And Building’

  • Agreement Of Sale, Content Of ‘Agreement To Sale’, Sale Deed

  • Content Of A Sale Deed

  • Essential Clauses Of A Sale Dee

  • Deed Of Assignment, Meaning And Types

  • Power Of Attorney, Meaning And Types

  • Memorandum Of Understanding

  • Mutation: Meaning And Needs

Key Features

  • 5 Self-Learning Modules

  • 5 PPTs

  • 10 Videos

  • Certification after completion

Career Opportunities

After successfully completing this course, you can look for opportunities as:

  • Charted Accountant

  • Finance Manager

  • Accountant

  • Tax Analyst

  • Auditing


After completing this course and successfully passing the certification examination, the student will be awarded the “Essentials of Tax Planning” certification.

If a learner chooses not to take up the examination, they will still get a 'Participation Certificate'.

Who Should Attend

  • Bachelor of Business Administration

  • Bachelor of Commerce

  • Master of Business Administration

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