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                                                            CGBP           Limited Seats Only, Pre-Registration Required

SATURDAY, 31 JANUARY 2015* 9:00AM to 5:00PM
This special 1-day seminar will provide you the best possible ways and options to save on Estate, Donor's and Inheritance taxes when you want to transfer your assets and your business to the next generation. We will share with you the most comprehensive information to align your tax strategies with the recent tax laws and the most updated BIR regulations.

Learn the secrets of the tax-savvy rich ones who know how to smartly preserve their wealth for the benefit of their families. We will teach you proven ways to maximize your tax deductions, guide you on areas where you can be tax-exempt and even find remedies to unfreeze locked assets heirs can't touch due to huge tax liabilities.

When you don't plan, estate taxes can wipe out your family's fortunes. Heirs suffer. Many of these tax obligations are avoidable when you plan ahead and do it right. Leave a lasting legacy. Attend!

   Avail of the Early Bird Rates

   Contact Person: Camille Jonas
   Manila lines (+632) 556-8968 or 69
   Manila Telefax (+632) 842-7148 or 59
   Baguio line (+63 74) 423-5148
   Seminar Fee:
(if paying on or before Dec. 29, 2014)
P3,500 (if paying on or before Jan. 21, 2015)
P4,880 (Regular Seminar Fee / Walk-in Rate)

   inclusive of Meals, Resource Kit, &
   Certificate of Attendance
Course Director and Lecturer: ATTY NICASIO C. CABANEIRO, CPA is an authority in the practice of taxation and commercial law with 40 years of teaching experience and 25 years with bank of Philippine Islands capping his career as its Vice-President and Head of the Legal Services Division (1982 to 2007). He is a sought-after lecturer and consultant of various institutions across many industries as well as high net worth individuals to help them with their tax and other legal matters.

Presently, he is also the general counsel and corporate secretary of the Philippine Clearing House Corp. (PCHC) and Tuloy sa Don Bosco Street Children Foundation. He finished his accounting degree (Magna Cum Laude) and his law degree (Cum Laude) at the San Beda College of Law.

   Who Should Attend:

   • Property & Business Owners
   • School Board
   • Spouses & Family Members
   • Lawyers & CPAs
   • Treasurers & CFOs
   • Tax & Business Consultants
   • Anyone who wants to save
      on Estate, Donor's &
      Inhertance Taxes

Business World Online International Chamber of Commerce Tri-ISys Forbes College

Families' Guide to Estate and Tax Planning

Baguio Country Club, Baguio City, Philippines
9:00am to 5:00pm, Saturday, January 31, 2015

Course Outline

I.              Introduction


A.    The Impetus for this Course (Why am I here?)

B.    Course Objectives (What can I expect to learn?)


II.            What is Estate Planning?


A.    Definition and concepts of estate planning

B.    Who can execute estate planning professionally?

C.   Requisites in estate planning

D.   Steps in estate planning

·         Determining objectives

·         Gathering data

·         Choosing the best plan

E.    Legal Aspects of estate planning

·         Terminologies

·         Types of disposition

F.    Inheritance vs. Succession


III.           Property Relationship Between Husband and Wife


A.    Absolute Separation of Property

B.    Conjugal Partnership of Gains

·         Exclusions from CPG

C.   Absolute Community of Property

·         Exclusions from ACP

D.   Exclusive property of each spouse


IV.          Heirs & Inheritance


A.      Legitime

·         Fixed Legitime

·         Variable Legitime

B.      Heirs

·         Compulsory heirs

-          Primary compulsory heirs

-          Secondary compulsory heirs

C.     Legitimate Children

D.     Adopted Children

E.      Illegitimate Children

F.      Sterility vs. Impotency


V.          Division of Estate for Compulsory Heirs


·         Conjugal Partnership Gains

·         Surviving spouse and legitimate children

·         Surviving spouse and illegitimate children

·         Surviving spouse, legitimate and illegitimate children

·         Surviving spouse and legitimate parents

·         Surviving spouse and illegitimate parents


VI.        Freely Disposing Estate by Will


·         Of his entire estate

·         One half of his estate

·         Nothing of his estate


VII.    Tax Aspect


A.    Tax events

·         Sale of property

·         Donation of property

·         Inheritance of property

B.    Consequence of tax events

C.   Tax Planning

·         Objectives

·         Computation of estate tax


VIII.    Special Heir: The State


IX.          Determining Liability for Estate Taxes


X.            Contemplation of Death: Transferring “Lifetime Gifts”


XI.          Allowable Deduction For Estate Tax Purposes


XII.        Tools in avoiding estate tax


A.     Transfer by sale vs. donation

B.     Life Insurance

C.     Family-owned corporation

a.    Creation of a corporation

b.    Incorporating a family business

c.    Appointment of a fiduciary heir or legatee fiduciary

D.   Donation to a charitable organization


XIII.        Form of Estate Settlement


A.    Extrajudicial settlement

B.    Judicial settlement


XIV.        BIR Reportorial Requirements On Estate Tax Settlement


A.    Filing of notice of death

B.    Filing of estate tax return

C.   Payment of Estate Tax

a.    Pay as you fie

b.    By instalment


XV.          Incremental Penalties


XVI.        Other BIR Rules


XVII.       What is a Will?


A.    Two kinds of will

a.    Notarial

b.    Holographic

XVIII.     Kinds of Succession


A.    Testate

B.    Instestate


XIX.        Property Relationship Between Husband and Wife


A.    Absolute separation of property

B.    Conjugal partnership of gains

C.   Absolute community of property


XX.          Donor's Tax


XXI.        A Walk Through on How to Prepare and Accomplish the BIR Forms


A.    BIR Form 1800 - Donor Tax Return

B.    BIR Form 1801- Estate Tax Return

C.   BIR Form 1706 - Capital Gains Tax Return


XXII.       An Overview on the Use of  Trust and How It Can Benefit You

SEMINAR FEE PER PERSON: P4,800 (Fee covers Meals, Resource Kit, Certificate of Attendance)

• Paying on or before December 29, 2014: P2,980
• Paying on or before January 21, 2015:     P3,500
• Regular Seminar Fee --------------------------- P4,880

Share |
Download: Flyer - Black&White (.PDF 527kb)
                         Course Outline (.PDF 504kb)