Course Detail(TAX300 : Fundamentals of Corporate Tax Planning: Understanding the intricacies and key considerations of efficient and effective tax planning (Classroom))
Not Available

UTAP Funding

TAX300 : Fundamentals of Corporate Tax Planning: Understanding the intricacies and key considerations of efficient and effective tax planning (Classroom) NEW

7.00 CPE Hours (Others)
Classroom


This course was formerly known as: TAX054: Corporate Tax Planning : Minimizing Tax Costs Through Tax Efficient Structuring

Programme Objective

The importance of tax planning and optimizing tax saving cannot be emphasized enough.  One of the primary reasons for tax planning is to minimize tax liabilities legally. It also helps to ensure compliance with tax laws and optimize investments and financing decisions. Failure to adopt and implement the right tax strategies and good tax planning could result in higher tax costs and reduce profits to business owners and shareholders.   

This one-day interactive workshop aims to provide participants with a good understanding and insight knowledge of the intricacies and key considerations of efficient and effective corporate tax planning. Participants will learn what are the crucial issues and important factors to consider when doing business and making investments or financing decisions. This workshop will also provide participants with the common techniques and pointers on how to analyze investment structure and financing transactions in order to minimize tax costs.

Illustrated with case and practical examples, participants will gain an in-depth understanding and knowledge of the key concepts and principles relevant to tax planning and the critical issues that should be taken into consideration when deliberating on making investments and financing decisions.
 

Programme Outline

 
  • Introduction – What is tax planning
  • Understanding Singapore income taxation - taxability and deductibility rules
  • Differences between tax planning, tax avoidance and tax evasion
  • Tax Avoidance – relevant key principles of general anti-avoidance provisions (Sections 33 & 33A)
  • Tax Planning - essentials of good tax planning
  • Taxation aspects of different business entities: sole proprietorship, partnership/limited liability partnership, private limited company, branch, representative office, etc.
  • Key factors and considerations in determining your corporate or investment structure
  • Planning your financing structure from a tax perspective
  • Critical tax issues and considerations relating to mergers and acquisitions: share deal vs asset deal, tax due diligence and other key considerations
  • Common pitfalls to avoid in tax planning
  • Questions and Answer session

Training Methodology

Lecture style, with Case Studies and Examples

Closing Date for Registration
1 week before programme or until full enrolment.

Intended For

  • Accounting, Finance and Tax Professionals
  • In-house Accountants/Tax Planners, Finance Directors/Managers, Tax Directors/ Managers
  • Risk and Compliance Officers
  • Business owners and entrepreneurs who are keen to understand the fundamentals of tax planning and seek to optimize investments and financing decisions through efficient and effective tax planning

Competency Mapping

Others = 7.00 Hours

Schedule & Fees
Date & Time

11 Jun 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 406.57
For Non-Members: $ 485.05


Programme Facilitator(s)

Kenny Lim

Venue

60 Cecil Street
ISCA House
Singapore 049709
Date & Time

21 Oct 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 406.57
For Non-Members: $ 485.05


Programme Facilitator(s)

Kenny Lim

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial


This programme has really deepen my tax knowledge


Enable better understanding in dealing with tax investigation, tax planning and M&A


Very helpful in understanding various aspects of tax planning

Past Participant


Many good experiences shared with us

Past Participant


Many good experiences shared with us

Past Participant


Very helpful in understanding various aspects of tax planning

Past Participant

Funding

1] NTUC Union Training Assistance Programme (UTAP)

NTUC members enjoy 50% *unfunded course fee support for up to $250 each year when you sign up for courses supported under UTAP. NTUC members aged 40 and above can enjoy higher funding support up to $500 per individual each year, capped at 50% of unfunded course fees, for courses attended between 1 July 2020 to 31 December 2025.

*Unfunded course fee refers to the balance course fee payable after applicable government subsidies. This excludes material fees, registration fees, misc. fees etc.

This course is approved for UTAP support for intakes conducted between 08 February 2024 – 31 March 2025.

As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

For more information on UTAP Funding and to submit for UTAP claims, please visit https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme. Terms and conditions apply.

Programme Facilitator(s)


Kenny Lim
FCA (Singapore), ATA (Income Tax and GST), MSID, MBA, BAcc
 

Kenny Lim began his tax career with the Singapore Income Tax Department (now known as the Inland Revenue Authority of Singapore) and has more than 33 years of experience in the tax, financial services and investment banking industry. He specializes in corporate/individual income tax and goods & services tax consulting and advisory.  

Kenny has a wealth of experience in regional and cross border transactions that encompass mergers and acquisitions, corporate restructuring, tax optimization and value protection, tax efficient financing, tax planning and regional taxation. In addition, he has many years of experience in dealing with the tax authorities in the Asia Pacific region.

Kenny is a Fellow Member of the Institute of Singapore Chartered Accountants, an Accredited Tax Advisor (Income Tax and GST) of the Singapore Chartered Tax Professionals (formerly known as the Singapore Institute of Accredited Tax Professionals) and a Full Member of the Singapore Institute of Directors. He sits on board as Independent Director of a number of companies listed on the Singapore Exchange (SGX).

Kenny holds a Bachelor Degree in Accountancy and a MBA Degree from the National University of Singapore.


This course was formerly known as: TAX054: Corporate Tax Planning : Minimizing Tax Costs Through Tax Efficient Structuring

Programme Objective

The importance of tax planning and optimizing tax saving cannot be emphasized enough.  One of the primary reasons for tax planning is to minimize tax liabilities legally. It also helps to ensure compliance with tax laws and optimize investments and financing decisions. Failure to adopt and implement the right tax strategies and good tax planning could result in higher tax costs and reduce profits to business owners and shareholders.   

This one-day interactive workshop aims to provide participants with a good understanding and insight knowledge of the intricacies and key considerations of efficient and effective corporate tax planning. Participants will learn what are the crucial issues and important factors to consider when doing business and making investments or financing decisions. This workshop will also provide participants with the common techniques and pointers on how to analyze investment structure and financing transactions in order to minimize tax costs.

Illustrated with case and practical examples, participants will gain an in-depth understanding and knowledge of the key concepts and principles relevant to tax planning and the critical issues that should be taken into consideration when deliberating on making investments and financing decisions.
 

Programme Outline

 
  • Introduction – What is tax planning
  • Understanding Singapore income taxation - taxability and deductibility rules
  • Differences between tax planning, tax avoidance and tax evasion
  • Tax Avoidance – relevant key principles of general anti-avoidance provisions (Sections 33 & 33A)
  • Tax Planning - essentials of good tax planning
  • Taxation aspects of different business entities: sole proprietorship, partnership/limited liability partnership, private limited company, branch, representative office, etc.
  • Key factors and considerations in determining your corporate or investment structure
  • Planning your financing structure from a tax perspective
  • Critical tax issues and considerations relating to mergers and acquisitions: share deal vs asset deal, tax due diligence and other key considerations
  • Common pitfalls to avoid in tax planning
  • Questions and Answer session

Training Methodology

Lecture style, with Case Studies and Examples

Closing Date for Registration
1 week before programme or until full enrolment.

Intended For

  • Accounting, Finance and Tax Professionals
  • In-house Accountants/Tax Planners, Finance Directors/Managers, Tax Directors/ Managers
  • Risk and Compliance Officers
  • Business owners and entrepreneurs who are keen to understand the fundamentals of tax planning and seek to optimize investments and financing decisions through efficient and effective tax planning

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Kenny Lim
FCA (Singapore), ATA (Income Tax and GST), MSID, MBA, BAcc
 

Kenny Lim began his tax career with the Singapore Income Tax Department (now known as the Inland Revenue Authority of Singapore) and has more than 33 years of experience in the tax, financial services and investment banking industry. He specializes in corporate/individual income tax and goods & services tax consulting and advisory.  

Kenny has a wealth of experience in regional and cross border transactions that encompass mergers and acquisitions, corporate restructuring, tax optimization and value protection, tax efficient financing, tax planning and regional taxation. In addition, he has many years of experience in dealing with the tax authorities in the Asia Pacific region.

Kenny is a Fellow Member of the Institute of Singapore Chartered Accountants, an Accredited Tax Advisor (Income Tax and GST) of the Singapore Chartered Tax Professionals (formerly known as the Singapore Institute of Accredited Tax Professionals) and a Full Member of the Singapore Institute of Directors. He sits on board as Independent Director of a number of companies listed on the Singapore Exchange (SGX).

Kenny holds a Bachelor Degree in Accountancy and a MBA Degree from the National University of Singapore.

Upcoming Schedule

Date & Time

11 Jun 2025 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)


SGD pricing -

For Members: $ 406.57
For Non-Members: $ 485.05


Programme Facilitator(s)

Kenny Lim

Venue

60 Cecil Street
ISCA House
Singapore 049709


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