Free Webinar on Inheritance Planning
Starting on October 14, 2025, the Tsujihongo Tax Corporation will host a comprehensive online seminar titled "Learning from Case Decisions: How to Divide Joint Bank Accounts for Couples in Inheritance Planning." This event is designed to provide insights into the complexities of inheritance tax treatment when a couple's deposits are mixed.
Event Details
- - Title: Learning from Case Decisions: How to Divide Joint Bank Accounts for Couples
- - Dates: October 14, 2025 (Tuesday) 11:30 AM - October 20, 2025 (Monday) 5:00 PM
- - Format: Online Webinar
- - Cost: Free
- - Capacity: None
The focus of the second session of our inheritance planning series will delve into the cases where couples have merged their bank accounts. Participants will explore how the source of funds and their management are evaluated for tax purposes, and how such evaluations can impact the tax liabilities faced by each spouse.
Key Topics to be Covered:
1. Overview of cases and status of couple’s joint accounts
2. Proportional division based on couple's income
3. Key issues and assessment by tax authorities and adjudication bodies
4. Conclusions and practical insights
This engaging session will not only outline the historical context of tax audits relevant to joint accounts but will also clarify the pivotal points of decision-making. The session aims to provide practical tips and insights to help mitigate risks and navigate the complexities of inheritance tax.
How to Participate
1. Participants will be required to watch a pre-recorded video of approximately 30 minutes.
2. Registered attendees will receive an email on the first day of the viewing period detailing how to access the seminar and participate effectively.
Speaker Information
The seminar will feature Takao Mitsui, a Senior Consultant and Tax Accountant at Tsujihongo Tax Corporation’s Sendai Office, specializing in inheritance tax. With prior experience in medical accounting, Mitsui joined Tsujihongo Tax Corporation in 2017 and has dedicated his work to inheritance tax since 2022, continually enhancing his expertise to meet a wide range of client needs.
About Tsujihongo Tax Corporation
Tsujihongo Tax Corporation is one of Japan’s largest tax consultancy firms, with more than 90 offices nationwide and a workforce exceeding 2000 employees. They have a robust record of serving over 19,000 clients, providing consulting services across various domains including corporate advisory, personal asset taxation, business succession, and international taxation tailored to specific industry needs.
Register Now
For those interested, please register by October 10, 2025, 5:00 PM.
Contact: [email protected] (For inquiries regarding the seminar)
Website for Article Inquiries: www.ht-tax.or.jp/contact/
Don't miss out on this opportunity to learn from the experts about effective inheritance planning strategies!