Estate Planning

at school(s) in Mumbai or delivered online/live/on-site/by e-learning

TAX PLANNING AND ESTATE PLANNING (Certificate)
Course Format: Classroom
School/Trainer: Financial Planning Academy [All Courses]
Training Center(s)/Venue(s): Mumbai, Maharashtra, India
Jobs & Resumes: Mumbai
Houses & Roommates: Mumbai

This module broadly covers the knowledge required by a CFP professional to advise their clients on the various tax laws and tax planning tools, namely: Income-tax computation for Individuals, Companies, Trusts and other bodies. Capital Gains and Indexation House Property Deductions and Allowances Non Resident Indian tax laws Tax Management Techniques Estate planning, the second ......

Course description>>
 

Fundamentals Basics of tax planning Residential status Computation of total income and taxability Tax benefits Payment of tax Procedure of assessment Tax entities - formation, tax incidence, exemptions, deductions, transferring (including wills and estates) Property documentation and disposition Tax implication of marriage dissolution Applying the knowledge above to give tax......

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The College offers a Graduate Certificate Program in Estate Planning for students who complete the requirements of the following 3-hour courses: PFP515 Estate Planning (Part I) PFP516 Estate Planning (Part II) PFP580 Issues & Cases in Estate Planning PFP581 Estate Planning for Retirement Benefits ...

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Estate planning is vital to a total financial plan, especially in your work with high-net-worth clients. This fifth course introduces you to the process of developing an estate plan. Topics covered include federal estate and gift taxation, techniques that reduce the size of a gross estate, wills, intestacy, probate, trusts, and more. Study topics include: Estate Planning Process & Goals M......

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This course explores the paralegal’s role in estate planning. The requirements of creating enforceable wills and trusts will be covered, and study of resulting and constructive trusts will be provided. This is an accelerated course. You will be expected to spend an average of at least 8 hours per week reading and completing writing assignments. This course is the equivalent of at least......

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Covers topics #68 - #89 of CFP Board’s Job Knowledge Requirements. Preservation of property and the ability to have that property meet clients’ long-term financial objectives for their beneficiaries is the focus of this course. Topics address the federal and state estate tax systems, and include taxes on transfers of wealth, gifts and bequests, trusts, and charitable transfers,etc.......

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