Tax Planning Mastery

Optimize Tax Obligations including the Property Sector by Strategically Applying Tax Laws and Regulations to Your Advantage
MODE OF TRAINING
Online
DATE
March 27, 2026
-
TIME
9:00AM – 6:00PM
AVAILABLE FUNDINGS
IBF-STS Funding, NTUC UTAP Funding
Nett Fee (After IBF Funding)
Singaporeans aged 40 & above
$450* (U.P $1500)
Singaporeans below 40 & All PR
$750* (U.P $1500)
*NTUC members may enjoy UTAP funding with 50% reimbursement on out-of-pocket expenses, capped at $250 or $500 per year."
DIFFICULTY LEVEL
Easy

Aim

This course provides a comprehensive overview of the Singapore tax system, equipping participants with the knowledge to navigate both personal and business income tax landscapes. Learners will delve into legal tax reduction strategies, focusing on practical planning techniques to minimize income tax liabilities. Furthermore, the course will explore the intricacies of real estate-related taxes, including rental income, stamp duties, and applicable deductibles, empowering individuals to optimize their tax obligations within the property sector. By understanding the tax regime and implementing strategic planning, attendees will gain valuable insights into maximizing financial efficiency and ensuring compliance with IRAS regulations.

What You'll Learn

By the end of the workshop, participants will be able to:

  • Differentiate between eligible and disallowed business expenses.
  • Avoid the common tax filing mistakes and declare income tax that in compliance with best practices.
  • Identify & apply various CPF schemes and Supplementary Retirement Scheme (SRS) to reduce income tax.
  • Interpret tax implications of property ownership such as capital gains, income tax, stamp duties, etc.

Target Audience

Working adults seeking empowerment to take control of their financial well-being, Wealth Managers, Financial Advisers, Insurance Advisers, Estate Planners, Will-Writers, Bankers, Relationship Managers

Download Our Lesson Plan

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About the Trainer

Certified Financial Planner

CFP® Chartered Financial Consultant®

ChFC® IBF Advanced Level 3

Shawn Yap specialized in providing holistic financial planning, independent financial advice, and wealth management services since 2000. With more than 2 decades of professional expertise, his vision is to elevate wealth advisers to a level of professionalism surpassing doctors and lawyers by fostering a deep sense of duty to always act in our clients' best interests. His mission is to create an open and comprehensive platform for researching and developing wealth strategies. He founded Client Owned Adviser® and a seasoned trainer at Singapore Estate Agents Association (SEAA).

Beyond his financial advisory role, Shawn is a respected author, speaker, coach, and innovator. He has published several notable works, including "The Senior Portfolio," "Crowdfunding: Wise to Bank on the Wisdom of the Crowd?," "Singapore Today with Lance Alexander and Daniel Martin," "4 Ways to Manage Escalating Medical Premiums," and "Important Things to Know Before Making Property Investments." Through his writings and public speaking engagements, Shawn shares his insights and expertise to empower individuals and organizations to make informed financial decisions.

  • The American College of Financial Services - Chartered Financial Consultant®, ChFC® (2021)
  • Certified Financial Planner™ (CFP®) (2012)
  • Associate Estate Planning Practitioner (AEPP®) (2013)
  • IBF Advanced (IBFA) (2016)
  • Singapore Accredited Mortgage Planner (SAMP™) (2019)
  • 2-Time National Winner of the Top Finalists in the Financial Planners Awards (2018 & 2019)
  • Achievers' Club
  • Chairman's Round Table Singapore
  • Top 25 Investment Advisers
  • Top 10 Investment Producers
  • Trademarked TRINsurance™: Your Complete Wealth Protection Portfolio.
  • SOVA™: The Holistic Investment Model to Optimise your Return.
  • REAT™: Real Estate management tool to Analyse Yields & Profitability.
  • CSI+T™: The Universal Investment Analysis to Evaluate Any Investment opportunity
  • Parentnatal™ Workshop
More About Trainer →

Reviews from Our Past Participants

Helpful for financial planning for customers
Tax Planning Mastery Attendee 1
Shawn was clear and engaging in his explanations, and the hands-on practice with the tax calculator was especially helpful in bridging the gap between conceptual understanding and practical application. The session covered topics that may not immediately lead to a sale but are valuable in building long-term trust with clients. While the content was a little heavy, the lesson was well structured and supported by clear examples, making it easy to follow.
Jack Ho

Frequently Asked Questions

Why should I sign up for an IBF-accredited course?
a) Singapore Citizens and PRs enjoy IBF funding up to 70%, making professional development more affordable.
b) Nett fee is fully payable by SkillsFuture Credits (Except Mid-Career Transition credits), resulted in $0 cash outlay
c) Each IBF-accredited course is rigorously reviewed by the Institute of Banking and Finance (IBF) to ensure it meets industry-recognized standards and is aligned with the national SkillsFuture frameworks for Financial Services.
What is the requirement to enjoy the IBF-Funding?
a) You must be a Singaporean or PRs
b) The funding quantum depends on the age group and citizenship
- SG Citizens 40 & above, enjoy IBF-STS 70% funding
- SG Citizens below 40 & PRs, enjoy IBF-STS 50% funding

c) Nett fee is fully payable by Skillsfuture credit, except the Mid Career Transition credit of 4k.
d) You must fulfil the min attendance of 75% and pass the relevant assessment to be eligible for the IBF Funding
What if I have exhausted my Skillsfuture Credit?
a) You may pay the nett fee in cash
b) If you are an NTUC member, you may claim UTAP Funding and reimburse back 50% out-of-pocket expenses, capped at $250 or $500 per year
c) The claim amount depends on your age group and learner must submit the claim themself within 6 months after course completion
What are the steps to claim Skillsfuture Credits?
Go direct to this Link: https://www.myskillsfuture.gov.sg/content/portal/en/e-services/e-services.html
✅ Click Check & Claims Skillsfuture Credits
✅ Click Submit Claim (first tab next to Claim Status)
✅ Course code: As registered
✅ Course Start Date: As registered
✅ Total amount in invoice: $XXX
✅Amount of credits to claim: $XXX (Depends on your credit balance)
✅Upload invoice and submit.
✅ Once done, please share the screenshot showing the pending status. 
How do i submit claim for UTAP Funding?
1) Check Eligibility: Ensure you are a paid-up NTUC Union member and your chosen course is UTAP-supported.
2) Pay Nett Course Fee: Pay the course fee after all other subsidies (like SkillsFuture) have been applied.
3) Complete Your Course: Achieve at least 75% attendance and pass any required assessments.
4) Submit Claim Online: Log in to the NTUC U Portal within 6 months of course completion and submit your claim with the required documents (invoice and certificate).
5) Receive Reimbursement: Get your reimbursement (up to $500) directly from NTUC via GIRO.

More information can be found from:
https://www.ntuc.org.sg/uportal/programmes/union-training-assistance-programme

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