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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 PMGMT+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 ₱1,680
Seminar Fee

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

₱2,240
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