Essentials of Tax planning

Curriculum

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