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Live Online Training Schedules

TR0501 Nov - 05 Nov, 2021Live Online$2150Register
TR0507 Feb - 11 Feb, 2022Live Online$2150Register
TR0502 May - 06 May, 2022Live Online$2150Register
TR0508 Aug - 12 Aug, 2022Live Online$2150Register
TR0507 Nov - 11 Nov, 2022Live Online$2150Register

Classroom Training Schedules

TR0513 Feb - 17 Feb, 2022Dubai$4750Register
TR0507 Aug - 11 Aug, 2022Dubai$4750Register

Did you know you can also choose your own preffered dates & location? Customise Schedule

Course Overview

The ‘Aggressive Tax Planning Strategies and Management Course’ is a comprehensive program that helps professionals navigate through the complexities of tax law. This course teaches practical tax planning strategies within new tax regulations and environments.

By the end of the course, participants will be equipped with strategies to maximise their deductions in the short term and minimise tax exposure in the long term. Sufficient tax planning is conceivably the most crucial step towards financial autonomy and control.

The strategy is pretty straightforward – the more income you make at a tax-free or a lower tax rate, the more money you get to retain. If you reinvest this money smartly, your money starts working for you, thus generating a stream of passive income that could ultimately result in high amounts of disposable wealth.

What do we mean by Tax Planning Strategies and Management? Tax planning and management essentially involves reducing the overall tax liability of a taxpayer through probable deductions, exemptions, and rebates that are still within the boundaries of the law.

This Zoe training course will empower you with the advantage of being able to control your income and managing your taxes to benefit from the freedom that proper financial management is supposed to bring you.

Course Objectives

Upon completing this course successfully, participants will be able to:

  • Learn how to prepare tax accounts and file taxes
  • Gain useful awareness into the numerous techniques and methods involved in Tax Planning
  • Differentiate distinctly between Tax Avoidance, Tax Aversion, and Tax Planning
  • Practice with various tools of Tax Planning and recognise which ones would be suitable in various situations
  • Understand why tax planning, control, and management are all an equal part of the process
  • Gain practical insight by reading case studies and participating in discussions with professionals in the field of taxation
  • Evaluate various strategies to make taxation laws work in your favour

Training Methodology

This is a collaborative training program and will consist of the following training methods:

  • Lectures
  • Seminars & Presentations
  • Group Discussions
  • Assignments
  • Case Studies & Functional Exercises

Similar to all our courses, this program also follows the ‘Do-Review-Learn-Apply’ model.

Organisational Benefits

Companies who send in their employees to participate in this course can benefit in the following ways:

  • Obtain a customised and all-inclusive tax planning strategies and management program with features best suited to address your organisation’s needs
  • Produce a detailed tax planning strategies and management profile for your organisation
  • Save on legal expenses risen due to tax planning strategies and management policy violations
  • Ensure that your company is running with the most streamlined processes in tax planning strategies and management
  • Employ the right people to ensure that tax planning strategies and management policies are implemented properly

Personal Benefits

Professionals who participate in this course can benefit in the following ways:

  • Explain the factors that drive the need for tax planning strategies and management, and understand the consequences of breaching these laws in a highly legalised world
  • Prevent your company from the probable issues faced due to tax planning strategies and management
  • Create strategies for implementing tax planning strategies and management processes including specific tools and technologies, and then monitoring and training of these policies to build effective tax planning strategies and management compliance program
  • Learn the various tools of tax planning and which ones to apply in different circumstances
  • Benefit from the broad range of content created by leading tax experts from around the world

Who Should Attend?

This Aggressive Tax Planning Strategies and Management Course would be suitable for:

  • Accountants
  • Tax advisers
  • General tax practitioners
  • Tax practitioners in advisory firms
  • Tax specialists in commercial and trade industries
  • Government officials
  • In-house tax directors/managers
  • Tax regulation bodies
  • Individuals interested in financial planning
  • Small to medium-sized enterprises
  • Company secretaries

Course Outline

MODULE 1: Introduction

  • Tax Structure
  • Overview of Income Tax Law
  • The Need for Different Slab Rates

MODULE 2: Tax definitions and filing

  • Definitions
  • Steps in Planning
  • Income Tax Returns

MODULE 3: How the Tax System Works

  • How the Tax System Works for Individuals
  • How the Tax System Works for Businesses
  • Calculating Taxable Income
  • Maximising Deductions
  • Tax Credits

MODULE 4: Tax planning & STRATEGIES

  • Introduction to Tax Planning
  • Real Estate
  • Securities
  • Retirement Accounts
  • Small Business

MODULE 5: Tax reform

  • Tax Reform – The Impulse
  • Tax Reform- Individuals
  • Tax Reform – Businesses

MODULE 6: Tax Planning and Exemptions

  • Introduction to Tax Planning and Exemptions
  • Tax Planning, Tax Evasion and Tax Management
  • Difference Between Tax Planning and Tax Management
  • Objectives, Types and Area of Tax Planning
  • Tax Planning from Employers Point of View

MODULE 7: Agriculture Income and Exemptions

  • 5 Heads of Income
  • Agricultural Income
  • Exemptions
  • Revision of Agriculture Income and Exemptions

MODULE 8: Income from House Property

  • House Property – Taxability Conditions
  • Composite Rent
  • House Property
  • Gross Annual Value
  • Deduction from Income from House Property
  • Important Points
  • Revision of Income from House Property

MODULE 9: Income from Other Sources

  • Introduction Income from Other Sources
  • Learning Objectives of Income from Other Sources
  • Deductions Not Allowed
  • Taxation of Gifts Received
  • Numerical
  • Revision of Income from Other Sources

MODULE 10: Clubbing of Income and Capital Gains

  • Capital Assets and Transfer
  • Capital Gains
  • Examples of Capital Gains
  • Revision of Capital Gains
  • Clubbing of Income and Capital Gains

MODULE 11: Tax Saving Strategies & Explanations

  • Maximise Deductions
    • Home Office
    • Travel Expenses
    • Meal Categories
    • Hiring Children & Grandparents
    • Maximise Depreciation
    • Health Care Strategies
    • Fringe Benefits
    • Accountable Plans
    • Medical Reimbursement Plan
    • Home Administrative Office
  • Legal Entity Optimisation
  • Retirement Planning
    • Profit-sharing Retirement Plan
    • Cash Balance Plan
    • Self-Directed Retirement Funds
    • Defined Benefit Plans
  • Insurance Captive Insurance
  • Niche Strategies
    • 1031 Exchange
    • Cost Segregation
    • Passive Real Estate Losses
    • FICA Tip Credit
    • Research & Development Tax Credit
    • Self Employed Health Insurance Premium Credit
    • Work Opportunity Tax Credit
  • Advanced Strategies
    • Deferred Compensation
    • Tax Loss Harvesting (Investments)
    • Cooperatives

MODULE 12: HOW You CAN Charge For Tax Planning

  • Business Owners vs. Individuals
  • Defining Key Areas of Opportunity
  • Analyse A Return for Tax Savings
  • Estimated Savings Calculation
  • Start the Research Process
  • Lead Generation for Tax Plans
  • The Service Delivery Model

MODULE 13: Tax Planning – Build & Scale A Profitable Business

  • Planning vs. Preparation vs. Implementation
  • There’s Always More to Save
  • The Business Model of Tax Planning
  • Scaling A Tax Planning Business
  • Your Career History
  • Pricing
  • The Math
  • How Big Do Clients Need to Be
  • Big Tax Plans or Small

MODULE 14: Deductions and Tax Planning

  • Deductions and Tax Planning
  • Revision of Deductions
  • How to Charge for Tax Planning
  • Defining & Utilising Proactive Tax Planning Considerations
  • Determining the Right Entity Selection
  • Crafting Compelling Tax Planning Email Messaging
  • Niche-Specific Strategies
  • Providing the Estimated Tax Savings in the First Appointment (minus the return)
  • Other Considerations
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Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.

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