Tax Planning

Entry Open

Individuals, unlike corporations, consume and save. The economic activities of individuals include a variety of activities that cannot be captured by profit-making alone. For this reason, individuals have more diverse planning factors than corporations. This lecture is designed to help students understand the individual income tax system from a tax planning perspective, to understand why the system is the way it is, and to understand the mechanisms by which taxes affect individual consumption and savings decisions. We will conduct learning about taxes as learning to think and practice, rather than simply acquiring knowledge.

Registration deadline: 2024/12/20 Fri

Please note the following after registration.

Registrants must note that refunds cannot be granted when cancellation notification is received later than four weeks prior to the start date.

Topic

Accounting
Business

Accountant
Position

Employee
Fee

¥80,000
Language

Japanese
Format

Virtual

Date

2025/01/18 Sat	09:20〜16:40
2025/01/19 Sun	09:20〜16:40

Place

Virtual

Registration deadline

2024/12/20 Fri

Target

Professionals / Almuni

Plan

Day1

Introduction, What is Income Tax, Financial Instruments and Taxation

Day2

Business Investments and Taxes, Life Cycle and Taxes, Personal Life Planning

Cases

Case Studies: Income Tax Structure, Integration of Financial Income Taxation, Various Financial Instruments and Taxation
Case Studies: Investing in Business (Financial Income and Business Income), Life Events and Taxation, Personal Life Planning

Textbooks and reference materials

Textbooks

FPK研修センター「２級FP技能検定・AFPテキスト　第2分冊　金融資産運用設計・タックスプラニング」FPK研修センター出版部（2023）9784864042840
増井良啓「租税法入門（第3版）」有斐閣（2023）9784641228603

References

FPのための真・税金ハンドブック（2023年度版）
租税法判例百選　中里実ほか　有斐閣　（第6版） (2016)　（第7版）（2021）

Executive Education