WEALTH TRANSITION 2025: ADVANCED ESTATE TAX & SUCCESSION STRATEGY

Program Description: THIS SEMINAR EQUIPS PROFESSIONALS & FAMILIES WITH CUTTING‑EDGE TOOLS TO NAVIGATE ESTATE TAX COMPLIANCE & SUCCESSION PLANNING. GAIN PRACTICAL INSIGHTS ON STRUCTURING WEALTH TRANSFERS, MITIGATING RISKS & PRESERVING LEGACIES UNDER EVOLVING 2025 REGULATIONS. Learning Outcomes: Participants are expected to: 1. Interpret the latest rules, amnesty provisions & compliance requirements. 2. Design wills, trusts & corporate structures to ensure smooth wealth transfer. 3. Execute the step‑by‑step process from filing estate tax returns to securing eCAR for asset transfer. 4. Analyze case studies on undeclared assets, installment payments & forfeited amnesty to avoid pitfalls. 5. Balance tax efficiency with family governance, business continuity, & legacy preservation. 6. Create customized succession strategies aligned with participants’ professional or family contexts.
Date

Jul 31, 2026

08:00 AM
-

Jul 31, 2026

05:00 PM
For inquiries, use the contact details below
Ms. May Ann Diaz (Viber)
picpa.emmc@picpammr.org
09178816163
Regstration Fee for Member(Onsite):
- With Good Standing
₱2,000.00
- With Not Good Standing/Non-member
₱2,500.00

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