Taxation of Investment Products

Taxation is a very important parameter while making an investment decision, the taxability of a particular financial product decides its final return and thus it become very important that as financial planners we are very clear about taxability of investment option both on incidence and calculation
Objective : The objective of the workshop is to improve the understanding of participants to various tax provisions and their calculation and  impact on return  of various investment products
Duration :  1 Day
Pedagogy : The workshop will be instructive in nature where in the participants will be expected to work out the solutions themselves under the guidance of the trainer, small case lets will be taken  up and solved  to portray the various tax related situations faced by the financial Advisor/Planner

Workshop Contents

1. Understanding the heads of Individual Taxation
2. Investment and Taxation- the concept of tax on investment
3. Capital Gains Tax- Long term and Short Term Capital Gain Tax
4. Calculation of Capital gain on property, Equity Shares, Jewllery, units of Equity and Debt Mutual Fund
5. Taxation of Debt Products
6. Wealth Tax
7.  Treatment of Gift and inheritance
8. Tax Treatment in HUF/AOP/BOI
9.  Section 80 C/DD/E
10. Home loan as a tool of tax planning
11. All category of Financial products to be covered including  Equity Shares, Stocks, Government Bonds, Corporate Bonds,Mutual Funds,PPF,EPF,NSC, Gold, Real Estate, National Pension System, Insurance Plans, Deposit Certificates, Kisan Vikas Patra, Sukanya Samriddhi Yojana

Who Should Attend

1. All the professionals working in personal financial planning domain will find the workshop very useful
2. CFP Certificants and the students pursuing CFP Certification will find the workshop very useful
3. CWM and the students who are pursuing CWM will find the workshop very useful
4. Chartered Accounts practicing in the area of personal Finance will find the workshop very useful