Course Details

This is a half-day program for a batch size of 30 professionals.

 

Unravel the enigma of taxes, empowering you with the wisdom and skills to master the intricacies of personal taxation. Our Decoding Taxes program unfurls a comprehensive overview of the tax system, equipping you to confidently navigate the labyrinth of tax laws and regulations. 

Emerge enlightened on the art of precise tax return filing, identifying eligible deductions and credits, and optimising your tax liabilities within the bounds of legality. The training seamlessly tackles common tax conundrums faced by individuals, spanning the taxation landscape from income tax and deductions to credits and strategic tax planning.

Learning Objectives:

  • Pioneering Tax Insight: Grasp the bedrock of Tax Fundamentals. 
  • Charting the Tax Terrain: Navigating the seas of Tax Forms and Documentation. 
  • The Art of Maximising: Amplifying Deductions and Credits in your tax landscape. 
  • Strategic Tax Navigation: Master the orchestration of Effective Tax Planning Strategies. 
  • Taming Complexity: Handling Special Tax Situations with sagacity. 
  • Guardians of Compliance: Navigating the realm of Tax Laws and Regulations.

Why should you attend? 

  • Emerge armed with the tools to wrest control of your personal taxes, curating a landscape of financial prowess. 
  • Untangle the web of tax compliance, ensuring your financial steps are harmonious with regulations. 
  • Forge a cornerstone for financial well-being, arming yourself with skills and knowledge that stand as a beacon for fiscal success.

Know your Trainer:

Amit Kukreja is a financial advisor, registered with SEBI as an Investment Adviser – Individual and with FPSB India as a Certified Financial Planner (CFPCM). He is also a Certified Financial Transitionist (CeFT®), registered with the Financial Transition Institute in Florida.

He has been a financial advisor since 2011. His previous career was in Information Technology space for about 15 years, specializing in consulting & relationship management, accounts management, delivery of cost-effective, complex, high-performance technology solutions in a globally distributed delivery environment. As an accomplished results-driven delivery leader, he was fortunate to strengthen his relationship management, advisory and consulting skills. It was in 2010 he started pursuing, his purpose of helping people create a balance of wealth and happiness.

He appears on ETNow’s The Money Show, India Tonight, Bano Apna Finance Minister, Zee Business's Money Guru & Mutual Funds Helpline , CNBC Awaaz’s Your Money, CNBC TV18’s Money Money Money show, NDTV channel’s Let’s Talk Money, Manage Your Money, The Property Show, Property India, Paisa Vasool, and Get Started in the Markets, to advise the viewers on their financial decisions.

He also does money segments on AIR FM Gold (Delhi) and RadioOne 94.3FM (Delhi).

He is also a proud member of a few associations namely
1. Association of Registered Investment Advisors (ARIA)
2. Financial Planners Guild of India (FPGI)
3. ARIA – Board of directors

Who can attend? 

Emergency funds and insurance program extends an invitation to all who seek to illuminate their path through the intricate terrain of tax systems and regulations.

 

For more information on pricing and registration, contact [email protected] 

Program Structure

Financial Wellness Decoding taxes is a 2-hour  Instructor Led program

Session Flow

  • Embarking on Tax Enlightenment: Pioneering the essence of Personal Taxation. 
  • Laying the Foundations: Navigating Tax Fundamentals and Immersing in Key Concepts. 
  • Charting the Documentation Trail: Exploring Tax Forms and the Vigilant Art of Documentation. 
  • Strategies of Maximisation: A voyage into Amplifying Deductions and Credits. 
  • Navigating the Tax Horizon: Orchestrating Effective Tax Planning Strategies for Individuals. 
  • Guardians of Compliance: Navigating the realms of Compliance and Reporting Requirements.

Know Your Trainer

Get your certificate of completion

weace-sample-certificate
  • DURATION 3 Hour(s)
  • LEVEL Entry Level (0-2 years), Junior Level (2-7 years)
  • FORMAT Online Instructor Led
  • CERTIFICATION Yes
  • Academy Wellness
  • Topics Financial Wellness
  • KEY LEARNING AREA Reduced stress and improved financial management
  • SKILLS Financial Analysis
  • BEST FOR Emergency funds and insurance program extends an invitation to all who seek to illuminate their path through the intricate terrain of tax systems and regulations.
  • TRAINER WeAce

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