Training on Taxation and Tax Planning
Master taxation and tax planning to optimize your tax strategy. Learn to minimize tax liabilities, comply with tax regulations, and maximize after-tax returns
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
This 5-day course offers an in-depth exploration of taxation principles, laws, and practical tax planning strategies to help participants effectively manage tax obligations. The course covers key topics such as income tax, corporate tax, VAT, international tax issues, and tax compliance. Participants will learn to evaluate tax implications of financial decisions and design comprehensive tax strategies that are tailored to organizational and personal financial goals. The course includes case studies, practical exercises, and real-world scenarios to ensure participants gain actionable insights that can be applied immediately.
Course Duration
5 Days
Who Should Attend
- Tax Professionals
- Accountants
- Financial Managers
- Business Owners
- Legal Advisors
- Financial Consultants
- Auditors
- Corporate Executives
- Anyone interested in gaining in-depth knowledge of taxation and tax planning
What you'll walk away with
By the end of this training, participants will be able to:
- Understand the fundamental principles of taxation and the structure of tax systems.
- Navigate the complexities of tax compliance and reporting requirements.
- Develop and implement effective tax planning strategies to minimize tax liabilities.
- Apply advanced tax planning techniques for personal and corporate tax optimization.
- Analyze the impact of tax laws on financial planning and decision-making.
- Identify and utilize tax incentives and reliefs available under current tax laws.
- Enhance skills in tax risk management and audit preparation.
- Stay updated with the latest changes and trends in tax legislation and policies.
What we cover, module by module
Module 1: Fundamentals of Taxation
- Introduction to Taxation
- Types of Taxes: Direct and Indirect
- Structure of Tax Systems
- Key Tax Concepts and Principles
- Overview of Tax Legislation and Policy
- Practical:Identifying tax types and interpreting key sections of tax legislation.
- Case Study:Analysis of a national tax system and its impact on economic activity.
Module 2: Tax Compliance and Reporting
- Tax Filing Requirements and Deadlines
- Documentation and Record-Keeping
- Understanding Tax Forms and Returns
- Common Errors and Penalties in Tax Filing
- Strategies for Accurate and Timely Tax Compliance
- Practical:Completing sample tax returns and preparing a compliance checklist.
- Case Study:Review of a company's late filing penalty and lessons learned.
Module 3: Personal Tax Planning
- Income Tax Calculation for Individuals
- Deductions, Exemptions, and Credits
- Tax Planning for Investments and Savings
- Estate and Gift Tax Planning
- Retirement Planning and Tax Implications
- Practical:Computing individual income tax and preparing a personal tax-saving plan.
- Case Study:Developing a tax planning strategy for a mid-income professional.
Module 4: Corporate Tax Planning
- Corporate Income Tax Calculation
- Tax Planning for Business Operations
- Transfer Pricing and International Taxation
- Utilization of Tax Incentives and Reliefs
- Tax Risk Management and Audit Preparation
- Practical:Preparing a corporate tax computation and drafting basic transfer pricing documentation.
- Case Study:Transfer pricing dispute involving a multinational corporation.
Module 5: Advanced Tax Planning Techniques
- Tax-Efficient Business Structures
- Tax Implications of Mergers and Acquisitions
- Cross-Border Tax Planning
- Tax Strategies for High Net-Worth Individuals
- Staying Updated with Tax Law Changes and Trends
- Practical:Designing a tax-efficient business structure and conducting a cross-border tax analysis.
- Case Study:Creating a tax strategy for a high net-worth individual.
Where the change lands
Organizational Impact
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Improves financial health and reduces legal and financial risks.
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Leads to significant financial savings and improved profitability.
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Enhances the organization's reputation and credibility with regulators and investors.
Personal Impact
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Provides a valuable and in-demand skill set for a modern career in finance and accounting.
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Is crucial for career progression into senior leadership, strategic advisory, or specialized tax roles.
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Builds the confidence to lead and champion robust and transparent financial practices.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Taxation and Tax Planning in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.