Taxes have a significant impact on financial planning. Tax rates, particularly those for high-net-worth (HNW) individuals, are non-trivial and typically affect returns more than portfolio management costs. From the financial planning perspective, it is essential to also examine the impact of taxes on risk and return characteristics of a portfolio and wealth accumulation. The purpose of this course is to outline basic concepts which serve as the foundation for building tax-aware investment models that can be applied in a global environment.
• Introduction
• Australia
• Canada
• China
• Hong Kong
• Japan
• New Zealand
• Singapore
• Taiwan
• United Kingdom
• United States
• Implications
Teaching Language
All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)
Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours