Preview Hax to Save Tax for Investors and Traders

Module 1 : Tax Basics

Lecture 1: Introduction

Lecture 2: Tax Fundamentals

Lecture 3: Investor vs Trader

Lecture 4: Tax on Total Income

Quiz

Section 1 : Investors Track

Module 2 : Capital Gain Basics

Lecture 1: History of Capital Gain

Lecture 2: Why Capital Gain Taxation

Lecture 3: What is a Capital Asset? (Pt 1)

Lecture 3: What is a Capital Asset? (Pt 2)

Lecture 4: Concept of Transfer

Lecture 5: Role of Period of Holding

Lecture 6: Basic Capital Gain Computation

Quiz

Rate and Review our course (at the end of this link):

Module 3 : Capital Loss - Set-off & Carry Forward

Lecture 1 : Losses and Types of Capital Losses

Lecture 2 : Rules for Adjusting Losses (Set-off)

Case Study 1 — Short-Term Loss

Case Study 2 — Long-Term Loss

Case Study 3 — Missed ITR Filing in time

Quiz

Module 4 : Real Estate - Capital Gains

Lecture 1: Types of Real Estate

Lecture 2: Fundamentals of Real Estate Taxation

Lecture 3: Computation of Real Estate Capital Gains

Lecture 4: Indexation

Quiz

Module 5 : Exemptions & Case Studies

Lecture 1: Exemptions and Basics

Lecture 2 : Exemption on sale of residential house (1)

Lecture 2 : Exemption on sale of residential house (2)

Lecture 3 : Exemption on sale of agriculture land

Lecture 4 : Exemption by investing in Bonds

Lecture 5 : Exemption on sale of any asset (other than residential house)

Lecture 6 :Capital Gain Account Scheme

Lecture 7: Case Studies on Exemption Claims

Module 5 : Quiz

Module 6 : Capital Gain on Sale of Shares

Lecture 1: Capital Gain on Sale of Listed Equity Share

Lecture 2: Role of Period of Holding & Tax Rates on Sale of Listed Shares

Lecture 3: Role of FIFO Method in Capital Gain Computation

Lecture 4.1 : Taxation on Split Shares

Lecture 4.2 : Taxation on Right Shares

Lecture 4.3 : Taxation on Amalgamated Shares

Lecture 4.4 : Taxation on Demerger Shares

Lecture 5: Concept of Grandfathering

Lecture 6 - Case Study 1: IPO scenarios: instant sale, multiple accounts

Lecture 6 - Case Study 2: Unlisted → Listed Transition

Lecture 7: Capital Gain & Loss Harvesting

Lecture 8: Capital Gain on Sale of Unlisted Equity Share

Lecture 9: Claiming exemption on sale of Shares

Lecture 10: Claiming basic exemption limit benefit against capital gain arising on sale of Shares

Lecture 11: Claiming rebate benefit against tax payable on sale of shares

Quiz : Module 6

Module 7 : Mutual Funds - Capital Gains

Lecture 1: Types & Capital Gain Computation

Lecture 2: Applicable Taxation Rates on MF Transfers

Lecture 3: FIFO & Exemption

Other Important Points

Lecture 4: Systematic Transactions of Mutual Funds

Module 7 : Quiz

Module 8 : Bonds & Debentures – Capital Gains

Lecture 1: Types & Holding Period Classification

Lecture 2: Taxation on types of Debentures

Module 8 : Quiz

Module 9 : Gold & Precious Metals – Capital Gains

Types, Holding Period & Tax Rates

Cost of Acquisition and Claiming Exemptions

Module 9 : Quiz

Module 10 : Crypto & Digital Assets – Capital Gains

Definition, Exclusions and Tax Rates

Set Off Provisions and Examples

Module 10 : Quiz

Module 11 : ESOPs – Capital Gains

Concept of ESOP

Example

Tax Rate on sale of ESOP shares

Module 11 : Quiz

Module 12 : Antiques & Artifacts - Capital Gains

Capital Gains on Antiques & Artifacts

Module 12 : Quiz

Module 13 : InvIT / REIT: Capital Gain

InvIT / REIT: Capital Gain

Module 13 : Quiz

Module 14 : Taxation of Insurance Products

Part 1

Part 2

Module 14 : Quiz

Module 15 : NR/ NRI Investing in India

Module 15 : Part 1

Module 15 : Part 2

Module 15 : Quiz

Module 16 : Indians Investing Abroad

Module 16 : Quiz

Module 17 : Basic Exemption, Rebate, Indexation & Gift Aspects

Lecture 1 : Basic Exemption & Capital Gain Income

Lecture 2 : Tax Rebate & Capital Gain Income

Lecture 3 : Indexation & Capital Gain

Lecture 4 : Gift / Inheritance & Capital Gain Aspects

Module 17 : Quiz

Rate and Review our course (at the end of this link):

Section 2 : Traders Track

Module 1 : Intraday Trading

Lecture 1 : What is Intraday Trading?

Lecture 2 : Tax treatment of Intraday Transactions

Lecture 3 : Treatment of Loss from Intraday Transactions

Lecture 4 : Record-Keeping Requirement, ITR filing & Tax Audit

Lecture 5 : Case Study — Intraday Profit & Loss Computation

Module 1 : Quiz

Module 2 : F&O, Commodities, Currency & Derivatives

Lecture 1 : What are Derivatives?

Lecture 2: Taxation of futures & options

Lecture 3 : Commodities & Currency Derivatives

Lecture 4: Turnover calculation

Lecture 5 : Loss Treatment in F&O

Lecture 6 : Record-Keeping Requirement, ITR filing & Tax Audit

Lecture 7: Case Study — F&O Trader Compliance

Module 2 : Quiz

Module 3 : Delivery-Based Trading

Lecture 1 : Delivery Trading as Business Income

Lecture 2: Advantages & Disadvantages

Lecture 3 : How to Compute Business Income from Delivery based transactions?

Lecture 4 : Books & Tax Audit

Lecture 5: Presumptive Taxation & Delivery Trading

Lecture 6 : Adjustment of Delivery Trading Losses

Module 3 : Quiz

Preview - Hax to Save Tax for Investors and Traders