Course Detail(TAX087 : Income Tax Implications and Tax Planning for Individuals)

TAX087 : Income Tax Implications and Tax Planning for Individuals

3.50 CPE Hours (Others)
Classroom

Programme Objective

The purpose of this programme is to familiarise participants with a better understanding on the income tax treatment and tax planning for individuals.

Programme Outline

  • Programme Outline
  • Year of Assessment and Basis Period
  • Tax Residence for employees
  • Tax Residence for Directors
  • Income tax implications for Resident and Non Resident
  • Types of Employment Income including:
  • Bonuses
  • Directors’ remuneration and Fees
  • Stock Option ( Brief Discussion)
  • Retirement and Retrenchment Benefits
  • Interest free or subsidized loans to employees and directors
  • Benefits in Kind
  • Others
  • Issues related to IR8A
  • Issues related to IR21
  • Dual Employment
  • Area Representative
  • Not Ordinarily Resident
  • Reliefs and Rebates
  • Double Tax Agreement and Individual Tax
  • Tax Planning for Individuals
  • Latest updates from IRAS


Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

Personnel who are involved in handling Personal Income Tax for clients and for those who are involved in preparing IR8A or advising on Individual tax planning.

Competency Mapping

Others = 3.50 Hours

Schedule & Fees

Date & Time

28 Jun 2019 (9:00 AM - 12:30 PM)

Limited Seats

Fee (inclusive of GST)

For Members: $ 199.02
For Non-Members: $ 237.54

Programme Facilitator(s)

A. Geetha

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

25 Oct 2019 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 199.02
For Non-Members: $ 237.54

Programme Facilitator(s)

A. Geetha

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

26 Feb 2019 (9:00 AM - 12:30 PM)

Registration is closed

Programme Facilitator(s)

A. Geetha

Date & Time

23 Oct 2018 (9:00 AM - 12:30 PM)

Registration is closed

Programme Facilitator(s)

A. Geetha

Date & Time

21 Mar 2018 (9:00 AM - 12:30 PM)

Registration is closed

Programme Facilitator(s)

A. Geetha

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


A. Geetha
CA (Singapore) with Certificate for Practice, MBA (Investment and Finance)


Geetha is the founder partner of a Certified Public Accounting Firm. She has more than 20 years of experience in handling Singapore Tax issues and cross border tax issues.

She regularly trains and updates practising and non-practising CAs and the general public in related field on Singapore Income Tax. She has also lectured on the Singapore Income Tax and Planning for ACCA students and students aspiring to be Chartered Financial Planners (CFP).

She has authored revision kits for tax students and also acted as an appointed examiner for an Advanced Tax Paper. 

Programme Objective

The purpose of this programme is to familiarise participants with a better understanding on the income tax treatment and tax planning for individuals.

Programme Outline

  • Programme Outline
  • Year of Assessment and Basis Period
  • Tax Residence for employees
  • Tax Residence for Directors
  • Income tax implications for Resident and Non Resident
  • Types of Employment Income including:
  • Bonuses
  • Directors’ remuneration and Fees
  • Stock Option ( Brief Discussion)
  • Retirement and Retrenchment Benefits
  • Interest free or subsidized loans to employees and directors
  • Benefits in Kind
  • Others
  • Issues related to IR8A
  • Issues related to IR21
  • Dual Employment
  • Area Representative
  • Not Ordinarily Resident
  • Reliefs and Rebates
  • Double Tax Agreement and Individual Tax
  • Tax Planning for Individuals
  • Latest updates from IRAS


Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

Personnel who are involved in handling Personal Income Tax for clients and for those who are involved in preparing IR8A or advising on Individual tax planning.

Competency Mapping

Others = 3.50 Hours

Programme Facilitator(s)

A. Geetha
CA (Singapore) with Certificate for Practice, MBA (Investment and Finance)


Geetha is the founder partner of a Certified Public Accounting Firm. She has more than 20 years of experience in handling Singapore Tax issues and cross border tax issues.

She regularly trains and updates practising and non-practising CAs and the general public in related field on Singapore Income Tax. She has also lectured on the Singapore Income Tax and Planning for ACCA students and students aspiring to be Chartered Financial Planners (CFP).

She has authored revision kits for tax students and also acted as an appointed examiner for an Advanced Tax Paper. 

Upcoming Schedule

Limited Seats

Date & Time

28 Jun 2019 (9:00 AM - 12:30 PM)

Fee (inclusive of GST)

For Members: $ 199.02
For Non-Members: $ 237.54

Programme Facilitator(s)

A. Geetha

Venue

60 Cecil Street
ISCA House
Singapore 049709