IfFP China | CSWM - Taxation

 
Audience

Advanced: Financial advisors with at least two years of experience in the financial industry, typically serving middle-class households (employees)
 
Curriculum Content（1 Days）

Tax management of personal investment
•    Tax treatment of individual equity (stock) investment (purchase, transfer, distribution and increase, holding dividend, inheritance and gift, etc.)
•    Tax treatment of personal investment bonds, financial products, public private funds, trusts, etc
•    Tax treatment of personal purchase of basic insurance, supplementary insurance, tax extended endowment insurance, enterprise annuity and commercial insurance
•    Tax treatment of personal purchase, holding, lease, transfer, inheritance and donation of real estate
 
Personal tax planning and risk prevention
•    Introduction to tax planning
•    Value added tax planning in personal wealth management
•    Personal income tax planning in personal wealth management
•    Property tax planning in personal wealth management
•    Legal responsibility and risk prevention in personal wealth management