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Event Details

To be an effective accountant and/or external auditor, one must be knowledgeable as well on Estate Planning. They must be able to help their clients manage and safeguard their assets to preserve them for posterity; teaching them as well the legal ways of transferring said assets to the legitimate heirs.

Aug 13, 2019

8:00 AM - 5:30 PM GMT+8

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National Office, PICPA Building
700 Shaw Boulevard
Mandaluyong, Metro Manila, Philippines
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Agenda

  • 8:00 AM - 12:00 PMSession 1
    - Analyzing the personal effects of estate planning
    - Assessing the legal effects of estate planning
    - Distinguishing the various types and formats of will
    - Differentiating the types of trust and estates
    - Evaluating the effects of estate tax on the estate.
    12:00 PM - 1:00 PMLunch Break
    1:00 PM - 5:30 PMSession 2
    -12 Steps to an Estate Planning
    - 6 Steps to Settling the Estate of a Deceased Person
    - Difference between the Estate Tax and Donor’s Tax under
    the old provision and under the TRAIN Law (Part 1)
    - Simulated cases for illustration purposes in settling the
    estate of a deceased person.

Speakers

  • MM

    MARIO MADRID

    ENTREPRENEUR ACCOUNTING ACADEMY

Tickets

Seminar Fee

Registration Fee for Members in Good Standing
Amount is inclusive of VAT

Primary Member Price โ‚ฑ1,680
Seminar Fee

Registration Fee for Members NOT in Good Standing and Non-Members
Amount is inclusive of VAT

โ‚ฑ2,240
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