This module explores how to identify and apply effective tax planning techniques for small-to-medium enterprise clients.
Description
Tax planning is an important process that benefits all businesses, and accountants can support their SME clients to plan for their tax requirements, maximise the opportunities available to reduce their liabilities, and help the business plan for the future.
In this module, you will learn about common tax planning techniques and how to identify the most effective tax planning options when developing a tax strategy for a client.
You will explore the benefits of tax planning as a critical component of a wealth management strategy, and look at how to apply tax planning options for your SME clients to maximise the tax advantages available to them.
Key topics
- Tax implications for different business structures
- Identifying tax planning options
- Benefits of tax planning
- Applying the available options
This course consists of one interactive online course, one downloadable PDF learning manual and one online assessment.
This module is one of a series within the Service Offering component of the My Firm. My Future. Framework. It is designed to complement other learning modules in the My Firm. My Future. suite.
Learning objectives
- Identify tax planning options for SMEs
- Explain the benefits of tax planning for SMEs
- Apply tax planning options for SMEs