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Cash Flow Palnning and Tax Planning
June 12, 2015
Jadwal Pelatihan Cash Flow Palnning and Tax Planning
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Instructor by : Hanifah
DESKRIPSI
One area of Financial Planning that everyone has to deal with every dayis cash flow. Whether you are high income earning physician or a retireeliving on a fixed income there are decisions which must be made daily,do I spend or don’t I? The basic concept of cash flow is the single mostimportant part of a Financial Plan. Positive monthly and annual cashflow is what allows a business, a household or an individual to havea successful financial plan. The second part of this category is TaxManagement. Having your finger on the pulse of how the governmentis paid, is half the battle. Taxes are one of the most active legislativecategories we face yet very few people actively adjust their tax strategy.
OUTLINE MATERI Training Cash Flow Palnning and Tax Planning
1. Cash Flow Planning
- Income
- Expenses
- Tining of Deductions
- Alternative Minimum Tax
- Charitable Contributions
- Social Security
- Timing of Income
- Required Minimum Deductions
2. Life Event Planning
- Mariage
- Having A child
- Education Expenses
- Divorce
- Retirement
- Terminal Illnes
- Inherited Wealth
- Death in the Family
- Elderly Parent Planning
3. Invesment Tax Planning
- Exchange
- Passive Income and Losses
- Qualified Dividen
- Tax Exempt Investment
- Wash Sale
- Tax Deffered Investment
- Mutual Fund Taxation
- Gains and Losses
4. Gift and Estate Planning
- Inheritance Taxes
- Generation Skipping Trans, Tax
- Taxation of trust
- Charitable Deductions
- Income Respect of Decedent
- Timing of Gift
- Appreciated Sums
- Estate Taxes
METODE TRAINING
Presentation
Discussion
Case Study
Evaluation
FACILITYS
Training Kit
Handout
Certificate
Lunch + 2 X Coffee Break
Souvenir
TRAINING FEE for Cash Flow Palnning and Tax Planning
Rp 6.500.000,- / participant / Non residential
Minimal 3 participant
