This Corporate Financial and Tax Planning training course is designed to enable participants learn and practise the art of corporate financial decision making that considers tax implications. The increasingly volatile international marketplace has induced the need to desire and learn the skills required to control and manage its liquidity, increase profitability, and reduce financial risk – this is a challenge for all organisations, irrespective of its make-up, industry, size et al.

Corporate financial plans provide outlines of how a business funds its expenditures and provide estimates of its expected revenue. By balancing income with expenses, companies can better control its activities in all areas of its operations. This course is designed to enable delegates acquire the right skills on the critical aspect of corporate decision making based on a clearer view for the development of a strategic corporate financial plan, that includes the raising of finance, preparation and management of budgets to support the plan, the management of financial risk, and ultimately the measurement and evaluation of performance.

Tax planning, on its part, is the process of assessing the organisation’s existing financial situation and identifying measures that can be taken to reduce the burden of corporation or income tax. One of the key aspects of tax planning is to look for opportunities to save taxes, so that overall tax liability is reduced to the maximum extent possible.

This course is designed to help participants not only to discover the right approaches, but to demonstrate how the skills acquired lead to the attainment of the organisation’s vision, mission and corporate objectives.

At the workshop, amongst other topics, the participants will:

• Obtain an overview of corporate finance and learn its role in business strategy.
• Learn the key concepts of risk, return and the time value of money.
• Be introduced to the interpretation of financial statements, namely the balance sheet, income statement and cash flow statement.
• Be acquainted with the components of working capital, being cash, inventory, receivables, and payables.
• Obtain an overview of taxation systems, together with its objectives and the important aspects of tax planning.
• Learn key terminologies and ethical considerations for tax planning
• Learn corporation and payroll tax, amongst others

Who Should Attend

• Finance and non-finance management staff
• Tax planning managers and officers
• Payroll managers and officers
• Treasury managers
• Business strategists
• Business performance improvement facilitators