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Estate Planning Seminar Sponsored

Description

copied from http://www.olx.ph/index.php/view+classifieds/id/7521436/Estate+Planning+Seminar
SEMINAR TITLE: Estate Planning Seminar
DATE: June 2, 2014 (Monday)
TIME: 9:00 am - 4:00 pm
VENUE: Unit 201 Richbelt Tower, 17 Annapolis St., Greenhills, San Juan City, Metro Manila

SEMINAR ORGANIZER: BUSINESSCOACH, INC.

Key Topics

* Estate Planning Tools

* Basic concepts of property regime
1) Absolute Community of Property
2) Conjugal Partnership of Gains
3) Exclusive Property

* Basic concepts of law on Sales
1) Definition and Kinds of Contract of Sale
2) Earnest Money vs. Option Money
3) Rule on Double Sales
4) Transfer of Ownership

* Computation of Capital Gains Tax and Documentary Stamp Tax
1) Sale of Principal Residence (Exempt from Capital Gains Tax)
2) Sale of Shares of Stock
3) Sale of Real Property
4) Place and time and of filing and payment

* Basic concepts of Law on Donations
1) Definition and requisites for Donation
2) Formalities for Donation
3) Revocation and Reduction of Donations

* Computation of Donor s Tax
1) Ordinary Donation vs. Donation to Stranger
2) Place and time of filing and payment

* Basic Concepts of law on Succession
1) Definition and Elements of Succession
2) Kinds of Succession and Successors
3) Table of Legitimes (Sharing of heirs)
4) Regular order of Succession

* Computation of Estate Tax
1) Notice of Death and Certification by CPA
2) Composition of Gross Estate
3) Valuation of Real and Personal Property
4) Proceeds of Life Insurance
5) Donation Inter Vivos vs Donation Mortis Causa
6) Allowable deductions
7) Place and time of filing and payments

* Living Trust
1) Definition
2) Tax Effect

* Family Holding Corporation

* Life Insurance Policy

* Final Analysis on transfer of property

SEMINAR FEE: Php 3,000.00 per person (inclusive of 2 snacks, lunch, seminar kit, handouts, certificate of attendance)
DISCOUNT: 10% Discount if FULL AMOUNT is paid at least 5 days before the event.
RESERVATION: Phone reservation is required. Look for Ms. Jez Lucenecio or Ms. Mini Anlacan.
SCHEDULE: Schedule may change without prior notice. Please call to confirm.
copied from http://www.olx.ph/index.php/view+classifieds/id/7521436/Estate+Planning+Seminar
copied from http://www.olx.ph/index.php/view+classifieds/id/7521436/Estate+Planning+Seminar

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  • Price:3,000.00
  • Contact Numbers:
    +63-915-205-01XX+63-915-205-0133 Display number
    • For faster transaction, inform the seller that you found this at OLX.ph +63-915-205-0133
    • +63-908-342-3162
    • +63-933-584-7266
    • 02-727-5628
    • 02-727-8860
    • 02-496-6949
  • Private message: Send Seller a Message

businesscoach

Ms. Ella Cister
  • Member Address: Unit 201 Richbelt Tower, 17 Annapolis St; Greenhills, San Juan City, Metro Manila, Philippines, San Juan, Metro Manila
  • Last Access From:Philippines
    • Registered: Oct 15, 2008
    • Last Login: 1 day ago
    Seller Details



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