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Personal Taxation & Investment Planning |
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Introduction:
Rightly said - "Two things in life can not be avoided - one is death and another is tax". Though many benefits are taxed, Income tax Act itself provides for certain avenues to reduce the tax liability. It is important to understand the tax concepts with some more detail so that certain important aspects are not missed out. It is also important to undertake comprehensive approach towards financial planning.
Contents:
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Fundamentals of Income Tax |
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Basic terms in tax laws such as income, assessee, assessment year, previous year, various heads of Income such as salary, capital gain etc. |
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Tax exemptions |
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House Rent Allowance (HRA), Leave Travel Allowance (LTA), Leave Salary, Gratuity |
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Calculation of Personal Tax |
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Applicable tax rates for individual with tax calculation on basic parameters |
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Tax Saving Investment Instruments & avenues under section 80C of the Income Tax Act |
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Insurance polices, Pension policies, Public Provident Fund (PPF), Voluntary PF, National Savings Certificate (NSC), Repayment of housing loan, Tuition fees for children, Mutual funds, Fixed bank deposit |
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Other important points |
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Housing Loan, Investment in stock market, comprehensive financial planning |
Participation Level:
This workshop is designed for personnel of all levels who are interested in tax savings and financial planning. For interactive program, ideal batch size is 25.
Fees:
Fees of Rs. 25,000 (Twenty Five Thousand only) per day plus service tax & for out of Mumbai location, fees will be Rs. 35,000 (Rupees Thirty Five Thousand only) per day plus service tax
All administrative arrangements including provision for LCD projector, hard copy of the reference material etc. is to be ensured by Client Company.
Contact: For further details, you may please get in touch with Mr. Jignesh Thakkar on 022- 3256 1496/ 6451 9936 / 098193 19603 or send email on seminar@satvamindia.com
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Highly effective program to boost employee satisfaction P.T.O. |
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Frequently asked questions (FAQs) on Tax Program |
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What are the advantages for the corporate to conduct tax program for the individual employees? |
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There is lot of emphasis given by corporates to harness the soft skills of the employees which ultimately result in higher efficiency of the employee. However, employee may still not be productive if he is under stress to effectively manage his tax and financial planning issues. This program aims to sharpen the finance & tax skills of employees which will derive benefits to corporate employer as follows |
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Higher satisfaction among employees due to unconventional training |
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Higher bonding with corporate since employee feels that the employer is caring for their tax savings & financial planning |
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Reduction in repetitive queries to payroll department on investment related matter and exemption related matters such as HRA, LTA etc. |
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Who will act as faculty for the program? |
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Mr. Jignesh Thakkar will act as faculty for the program. |
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He is member of Institute of Chartered Accountant & Company Secretaries of India |
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He has post qualification experience of around 10 years including experience of working in leading corporates and also acting as faculty for tax program |
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He has conducted various program on Taxation including programs on Employee tax, personal tax and taxation for insurance sales personnel |
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For what type of corporates this program is useful? |
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This program will be more useful for employees who are fresher, employees with non finance background. Employees of corporate sector such as BPO, Information Technology (IT), KPO, ITES, retail, insurance, banking and other large scale corporates will find this program more appealing.
However, in general this program is useful for employees of all types of corporate employees since tax is applicable generally to all type of corporate employees.
For further details or queries on the tax program, please call directly to the faculty of the program Mr. Jignesh Thakkar on 022 – 3256 1496/ 6451 9936/ 098193 19603 or send email on seminar@satvamindia.com |
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| Very effective for large scale organisation, BPO, KPO, IT, ITES, retail, insurance & banking sector |