Estate Tax Planning Strategies


Should you transfer PROPERTY now while you are still alive?

 

How do you manage to avoid Inheritance TAX?


If you’re looking for practical advice about how to make the most of your assets, or you want peace of mind that your Will has been structured properly and you are minimizing the impact of Inheritance Tax, then make sure you register to this half-day webinar!

 

When death strikes a property or a business owner unexpectedly, heirs suffer. Huge estate taxes have financially wiped out many family fortunes.

 

The best time to prepare for this is when you are still alive. And when you really plan ahead, you outsmart the tax system legally. If you do not plan your estate, lawyers will have to settle it. Taxes will be high and there is a possibility of litigation if heirs contest it. 



MasterClass 3.0



Estate Tax Planning Strategies

Reduce Estate Taxes and Protect Your Family and Assets



Speaker: Atty. Nelson Gargoles, CPA

Founder, Gargoles Law Office

Business Coach & Tax Consultation

Wednesday, April 07, 2021

2:00 PM – 5:00 PM PHT


LEARNING INVESTMENT


Regular Rate: ₱ 3,299 + VAT / Participant

 

Reserve Your Spot NOW and SAVE Php. 2,000


Bayanihan Rate: ₱ 1,299 + VAT / Participant

(Pay on or before March 07, 2021)

 


LEARNING INVESTMENT INCLUDES:


Enjoy a “Fun-filled” e-Learning experience, complete with online session materials

and e-certificate of attendance after online course completion.


PAYMENT METHOD

  • Paypal / Gcash / Paymaya
  • Credit Cards / Debit Cards 
  • Bank Transfer / Electronic Funds / Telegraphic Transfer
  • Direct Bank Deposit: Cash and Cheque 

Click here for the PAYMENT GUIDELINES

REGISTER NOW! CALL US!

8832-9901 | 8835-9354

(Globe/Viber) 0917-3257870

(Smart) 0919-6142598


Webinar Description:

Estate Planning is a tool or process of disposing or transferring estate or properties (real or personal) either during the lifetime of the transferor or by operation of law (death) with the least risk and by reducing cost and taxes. Knowledge therefore of the different modes of transferring properties and their corresponding taxes will help real property owners in reducing risk, cost and taxes.

Webinar Objectives:


The specific objectives of this unique fun-filled online learning experience are:

  • To know the basic modes of transferring properties; 
  • To learn the essential characteristics of each mode; 
  • To learn the basic tax computation of each mode; and 
  • To be able to assess the most advantageous way of transferring properties.

Who Should Attend:


The specific objectives of this unique fun-filled online learning experience are:

  • Property Owners
  • Future Property Owners 
  • Others who want to know how estate planning works

Webinar Outline:


Session 1: Estate Planning Tools



Session 2: Basic concepts of property regime 

  • Absolute Community of Property
  • Conjugal Partnership of Gains
  • Exclusive Property


Session 3: Basic concepts of law on Sales

  • Definition and Kinds of Contract of Sale
  • Earnest Money vs. Option Money
  • Rule on Double Sales
  • Transfer of Ownership


Session 4: Computation of Capital Gains Tax and Documentary Stamp Tax

  • Sale of Principal Residence (Exempt from Capital Gains Tax)
  • Sale of Shares of Stock
  • Sale of Real Property
  • Place and time and of filing and payment


Session 5: Basic concepts of Law on Donations

  • Definition and requisites for Donation
  • Formalities for Donation
  • Revocation and Reduction of Donations 


Session 6: Computation of Donor’s Tax

  • Ordinary Donation vs. Donation to Stranger
  • Place and time of filing and payment


Session 7: Basic Concepts of law on Succession

  • Definition and Elements of Succession
  • Kinds of Succession and Successors
  • Table of Legitimes (Sharing of heirs)
  • Regular order of Succession


Session 8: Computation of Estate Tax

  • Notice of Death and Certification by CPA
  • Composition of Gross Estate
  • Valuation of Real and Personal Property
  • Proceeds of Life Insurance
  • Donation Inter Vivosvs Donation Mortis Causa
  • Allowable deductions
  • Place and time of filing and payments


Session 9: Living Trust

  • Definition
  • Tax Effect


Session 10: Family Holding Corporation



Session 11: Life Insurance Policy




Session 12: Final Analysis on transfer of property


Claiming eCertificates


An eCertificate of Attendance will be awarded to participants who successfully completed the entire Virtual MasterClass.


Survey Online Questionnaire will be emailed after the e-Learning Event for participants to give feedback.


An eCertificate of Achievement will be emailed to the registered email address of the participants upon completion of the online Feedback Form.


Please ensure email address provided during registration is accurate or eCertificates may not be received.


Online Certificates will be available 3-5 days after the e-Learning Event.


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FOR MORE INFORMATION,

EARLY REGISTRATION AND

SPONSORSHIP OPPORTUNITIES, 


CALL US TODAY!


ARIVA Academy Philippines, Inc.


8832-9901 | 8835-9354


(GLOBE/VIBER) 0917-3257870


(SMART) 0919-6142598



Email: SuccessSeminars@Ariva.com.ph



R E G I S T E R O N L I N E:


www.Ariva.com.ph

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