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Family Wealth Structure System Course-

Tax Series

​ Theoretical Course on Family Trust Management

Module E: Domestic Course on Global Tax Optimization

Leading Speaker: Bing Shi

【Course Introduction】

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In China, the reform of individual tax has become imperative; at the same time, "tax financing" has become a sensitive word under the call for three allocations. Reasonable and compliant tax optimization arrangements are unprecedentedly important. Tax planning should conform to the intent of national legislation. Professionals need to help high-income and high-profit customers without adding to the chaos. They should not be lazy or take shortcuts within a reasonable tax planning space. process and make full use of various preferential tax policies to maximize after-tax benefits.

 

​【Key Points】

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  • main tax

    • Direct Taxes: Personal Income Tax and Tax Liability for Different Personal Income

    • Direct Taxes: Corporate Income Tax

    • Indirect Taxes: Value Added Tax

    • Indirect Taxes: Consumption Tax

    • Others: real estate tax, real estate tax, inheritance tax (gift tax)

  • Relevant legal person and unincorporated structure

    • limited partnership, sole proprietorship

    • company

  • Tax-related laws

    • tax administration law

    • criminal law

    • civil law

    • New Domestic Tax Deals to Watch

  • Tax and Insurance

    • The effect of delayed tax payment on insurance products

  • Taxes and Trusts

    • Taxation of domestic trusts

    • Taxation of several comprehensive structures

    • Limited Partnership + Company

    • Trust + Limited Partnership + Company

Practical Course on Family Trust Management

Module F: Overseas Courses on Global Tax Planning

Leading Speaker: Janet Zhang

【Course Introduction】

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Regardless of whether individuals or assets are overseas, tax issues will be involved, especially in tax-mature countries such as the United States, Canada and Australia. Practitioners who do wealth preservation and appreciation for clients need to master international tax knowledge to help clients obtain higher after-tax returns; practitioners who do trust planning for clients Tax issues arising from different jurisdictions; estate planning practitioners for clients need to learn how to avoid, reduce and raise estate taxes. This course hopes to show a vivid overseas tax status, help relevant professionals to enhance their ability to identify, and assist tax consultants in various countries to communicate well in practice.

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​【Key Points】

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  • Overview of foreign tax systems

  • Overseas tax status planning (individual, company, trust)

  • Comparison of overseas tax-related system resources (Canada, Australia and Taiwan)

  • Personal tax residency and asset management practice (Canada, Australia and Taiwan)

  • Corporate investment and asset holding structure practice (Canada, Australia and Taiwan)

  • Trust holding structure practice (Canada, Australia and Taiwan)

  • Discussion on International Anti-tax Avoidance (GAAP, CRS, FATCA)

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