Income Tax Satsang with CA Yogesh Katariya

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  • Опубліковано 30 січ 2025

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  • @InvestYadnya
    @InvestYadnya  21 день тому

    🎯 Key points for quick navigation:
    00:00 🌍 Foreign Asset Disclosure Overview
    - Focus is on Indian residents disclosing foreign assets.
    01:02 🏦 Foreign Assets and Reporting
    - Foreign assets like accounts and stocks must be disclosed to avoid penalties.
    02:00⚖ Non-Disclosure Consequences
    - Failing to disclose can lead to penalties under the Black Money Act and Income Tax Act.
    03:21 💸 Penalties for Non-Disclosure
    - Penalties can reach ₹10 lakh, but low-balance accounts may be exempt in some cases.
    04:44 📝 Filing Returns for Foreign Assets
    - Filing is mandatory for foreign income or assets under section 139(1).
    05:27 📑 Compulsory Return Filing
    - Even minimal foreign income or assets require filing, failure can lead to notices.
    05:42 ⚠ Penalty & Relaxations for Foreign Income
    - Penalties can be high, but there are some relaxations for small bank balances; immovable property is an exception.
    06:10 🏦 Bank Balances & Reporting Requirements
    - Both income and assets, even minimal, must be declared, especially shares and mutual funds.
    07:05 🔴 Reporting & Penalties for Foreign Assets
    - Comprehensive reporting is needed for assets above a certain threshold, even small amounts can incur penalties.
    07:33 📄 Filing Tax Returns for Everyone
    - Filing is mandatory even for zero balance or minimal foreign income accounts.
    08:42 ⚖ Legal Complications and Appeal Process
    - Wrongly imposed penalties may require legal challenges in higher authorities, penalties may continue till resolved.
    09:23 💼 Importance of Filing Returns for Foreign Investments
    - File returns for all foreign assets, especially immovable property over ₹20 lakh.
    10:18 📅 Filing Deadlines and Penalties for Late Returns
    - File returns by the deadline to avoid penalties, deadlines are occasionally extended.
    10:59 📝 Filing Revised Returns and Declaration of Assets
    - Revise returns to declare assets to avoid complications and penalties.
    11:56 🔍 Soft Corner in Legal Cases: Self-Disclosure
    - Self-disclosure of undeclared assets can lead to reduced penalties.
    13:19 🌍 Foreign Assets, Income, and Tax Filing Compliance
    - Declare foreign assets and income in tax filings, compliance is vital.
    13:47 👶 Foreign Accounts and Minors' Tax Filing
    - Minors' foreign accounts may receive notices, declare them, especially with parents' accounts.
    15:09 🧾 Advance Tax Filing and Liabilities
    - Quarterly tax filing is required if income is above ₹10,000, otherwise annual payment is ok.
    16:05 📉 Long-term Capital Gains and Tax Exemptions
    - Long-term capital gains up to ₹3.75 lakh are tax-exempt, with a basic limit of ₹1.25 lakh.
    17:03 🧑‍🤝‍🧑 Hindu Undivided Family (HUF) Tax Benefits
    - HUF has its own tax slabs and can be formed by specific communities, requires child.
    17:30 🏠 Formation and Taxation of Hindu Undivided Family (HUF)
    - HUF is formed under Hindu law and can file taxes separately from individuals.
    18:36 💼 Business Operations Under HUF
    - HUF can run businesses but not provide professional services.
    19:33 📑 PAN Card and Registration for HUF
    - HUF gets its own PAN card, businesses under HUF are separate from personal income.
    20:44 📈 Tax Planning for Businessmen
    - Businesses may be split between individual and HUF for tax planning.
    21:12 💰 Investment Strategy via HUF
    - HUF corpus can be built via gifts with potential tax implications.
    21:41 💸 Taxable Gifts & HUF Corpus
    - Gifts to HUF are taxable over ₹50,000, though exemptions exist.
    23:29 📊 Long-term Capital Gains & Taxation
    - Section 54 offers tax benefits for long-term capital gains.
    24:02 💼 Salary vs Short-Term Capital Gains (STCG)
    - Salary is taxed normally while STCG has specific taxation.
    24:31 🏠 Taxation on Rental Income vs New Tax Regime
    - Tax applies to the difference between rent paid and received.
    25:45 🏠 Taxation on Rental Income
    - Rental income is taxable, but conflicting judgments exist on taxability under certain cases.
    27:13 📝 Filing Income Tax Returns
    - Use ITR 2 for mutual fund gains, foreign assets, or income, and ITR3/4 if not opting for presumptive taxation.
    28:11 💼 Taxation on Company Liquidation
    - Shareholders may face taxation on capital gains or dividends upon company liquidation.
    29:33 💻 Freelancers and Income Tax Filing
    - Freelancers may use ITR 3/4, or the presumptive scheme if income is below a threshold.
    30:30 🔄 Switching Between Tax Regimes
    - Business taxpayers get one switch, others can switch when filing.
    31:16 💰 Capital Gain Tax on Mutual Fund Sales
    - Section 54F can provide tax benefits if certain conditions are met.
    31:29 🏡 Property Sales and Capital Gains
    - Capital gains can be invested in a single residential property for exemption.
    33:05 📈 IPO Taxation
    - IPOs are taxed like stocks: short term held under 12 months; long term after.
    34:13 💼 Senior Citizens and Advance Tax
    - Senior citizens pay advance tax, schedule based on income type.
    35:11 🧾 Capital Gains and Tax Installments
    - Pay advance tax for capital gains in the quarter after realization, waiver on late fee if timely.
    36:05 💵 Short-Term and Long-Term Profit Tax
    - Advance tax for profits due in the quarter of the sale.
    37:53 🌍 NRI Taxation Rules
    - NRIs only pay tax on Indian income, not foreign income, unless received in India.
    38:36 💡 Proprietorship & Capital Gains
    - Capital gains from proprietorship reported on individual balance sheet, can be used for a new house.
    39:49 🏠 Investment in Property under Section 54F
    - Invest in land within 3 years for tax benefits under Section 54F.
    41:10 🏗 Property Construction Requirements
    - Construction must occur within 3 years to qualify for Section 54F.
    41:52 🏢 Development Projects & Tax Implications
    - Similar tax treatment as residential, Section 54F applies if reinvested.
    42:21 🏡 Property Surrender and 54F Tax Benefits
    - Section 54F benefits if surrendering commercial for residential, must not own more than one residential property.
    43:32 🏘 Residential Property Purchase Rules
    - Only one residential property purchase is allowed under section 54F, restrictions on joint ownership.
    44:44 📑 Tax Strategy for Joint Property Ownership
    - Joint ownership may allow multiple people to claim benefits if only one residential is purchased.
    45:52 💼 Taxation on ULIPs and Payouts
    - ULIP payouts over ₹10 lakh are taxable, premiums may be exempt with conditions.
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  • @pravinnavale4445
    @pravinnavale4445 20 днів тому

    Thanks!

  • @lonlycupid
    @lonlycupid 21 день тому +2

    Thank you so much for your efforts. Please create a video on clubbing of income(Husband and wife). No one has complete knowledge on this topic, even many CAs don't know. Also, I did not find correct and reliable information about it on internet.

  • @SiddikaEda
    @SiddikaEda 19 днів тому

    Adaxum’s presale bonuses are a great incentive. Secured my position just in time!

  • @MACKRains
    @MACKRains 19 днів тому

    Adaxum is starting to get some attention. Glad I managed to get in during the presale.

  • @AlicaGriffis
    @AlicaGriffis 19 днів тому

    Got into the Adaxum presale early. It feels great to be ahead of the curve on this one.

  • @EmrahSeyfullah
    @EmrahSeyfullah 19 днів тому

    Adaxum is a project that stands out from the crowd. Glad I joined the presale early!

  • @maniamvs4051
    @maniamvs4051 21 день тому

    It is good initiative 🎉.please also make a video on clarity on various exemptions and taxes for domestic investors after the presentation of the budget.

  • @ROSENDOChamberlin
    @ROSENDOChamberlin 19 днів тому

    Took a look at Adaxum and decided to join the presale. Might be worth keeping an eye on.

  • @pravinnavale4445
    @pravinnavale4445 21 день тому

    Thank you so much for taking my question.

  • @sanjaynagpal1
    @sanjaynagpal1 16 днів тому

    Thanks for giving us this knowledge.

  • @MeryemHayri
    @MeryemHayri 19 днів тому

    Adaxum token has everything I look for in a project-real utility, strong vision, and a growing community.

  • @LurlineFrost
    @LurlineFrost 19 днів тому

    ADX is one of those tokens that could surprise people down the line. Happy to have gotten in early.

  • @HuseyinFiliz-j6c
    @HuseyinFiliz-j6c 19 днів тому

    If whales are eyeing Adaxum, that’s a bullish sign. Joined the presale today!

  • @RosioLarsen
    @RosioLarsen 19 днів тому

    The E-commerce and DeFi angle of Adaxum caught my attention. Might be worth considering.

  • @ORLANDOStein-u2e
    @ORLANDOStein-u2e 19 днів тому

    With Adaxum’s ambitious goals, this is a project worth watching.

  • @TomasaSturm
    @TomasaSturm 19 днів тому

    Adaxum’s team looks solid, and the project seems well thought out. I’m cautiously optimistic.

  • @EnverElif
    @EnverElif 19 днів тому

    Just grabbed my ADX tokens during the Adaxum presale. The future looks bright for this project!

  • @gajrajsingh964
    @gajrajsingh964 21 день тому

    Kindly notify about NXT satsang

  • @FLETCHERFoley-q1z
    @FLETCHERFoley-q1z 19 днів тому

    Just checked out Adaxum’s roadmap, and I’m impressed. This project is set to soar in 2025!

  • @MehmetMuzaffer-zr9yl
    @MehmetMuzaffer-zr9yl 19 днів тому

    Adaxum token is more than just another ICO-it’s the future of DeFi and E-commerce combined!

  • @ArifBahattin
    @ArifBahattin 19 днів тому

    Adaxum’s E-commerce and DeFi integration could redefine the crypto space. Glad I got in early!

  • @debashish201
    @debashish201 21 день тому

    🎉

  • @SundayJanes-o1v
    @SundayJanes-o1v 19 днів тому

    ADX has potential, especially as the team builds out its E-commerce applications.

  • @bismaulfat7613
    @bismaulfat7613 21 день тому

    Thanks sir

  • @LAURENCECarrion-m4m
    @LAURENCECarrion-m4m 19 днів тому

    Secured my ADX tokens in the presale. Could be a good long-term play.

  • @ZahideEdip
    @ZahideEdip 19 днів тому

    The Adaxum presale is filling up fast, and it’s easy to see why. This project is a game-changer!

  • @KarenSpurlock-u7r
    @KarenSpurlock-u7r 19 днів тому

    Adaxum is making waves in the crypto space, and I’m excited to be part of it. Locked in my tokens today!

  • @LezizAli
    @LezizAli 19 днів тому

    Took a small position in the Adaxum presale. Let’s see how things develop.

  • @MICHALLytle
    @MICHALLytle 19 днів тому

    Adaxum’s roadmap is ambitious, but the concept is interesting enough to take a chance on.

  • @bkundan15
    @bkundan15 21 день тому

    Sir
    Kindly add timestamps please.

  • @mandarp9472
    @mandarp9472 21 день тому

    Government of India has an outstsnding debt of 180 lakh crore plus it is running a deficit butget.
    Government needs huge money to run freebies, direct benefit transfer schemes, social schemes. Only way to get the money to run such schemes is tax the 7 - 8 crore income tax payers, equity investors to extract every rupee.
    Without huge income tax collection the government can not distribute revadies and win elections.

  • @WHITNEYLomeli
    @WHITNEYLomeli 19 днів тому

    ADX is a promising project with a lot of potential. Glad I got in during the presale.

  • @CHADWICKCasas
    @CHADWICKCasas 19 днів тому

    Joined the Adaxum presale. Hoping ADX turns into a solid investment over time.

  • @TelmaSpruill
    @TelmaSpruill 19 днів тому

    Hi everyone, the Adaxum presale is happening, and it looks like a solid opportunity to explore.

  • @SimenderSerkan
    @SimenderSerkan 19 днів тому

    ADX is one of the few tokens I see having massive potential for 2025. Grabbed my share during the presale.

  • @WILLIAMMosqueda-f6n
    @WILLIAMMosqueda-f6n 19 днів тому

    Got my ADX tokens during the presale. Adaxum’s unique vision is what sold me.

  • @BilginDerya
    @BilginDerya 19 днів тому

    Hey all, Adaxum is shaping up to be an intriguing project. Definitely worth looking into.

  • @EVERETTEAlbright
    @EVERETTEAlbright 19 днів тому

    E-commerce integration and DeFi innovation? Adaxum is ticking all the right boxes. Excited to see what’s next!

  • @Barisilhan-n8h
    @Barisilhan-n8h 19 днів тому

    Happy I got my ADX tokens early. This could be a nice addition to my portfolio.

  • @SAMMIEBullard
    @SAMMIEBullard 19 днів тому

    Got my ADX tokens locked in during the presale-don’t sleep on this one for gains!

  • @UmitSelma
    @UmitSelma 19 днів тому

    Adaxum’s concept is interesting-worth checking out if you’re looking for a new project.

  • @LezizTeslime
    @LezizTeslime 19 днів тому

    The Adaxum presale is gaining momentum fast-early adopters, don’t miss this chance!

  • @YusufKoray-t6o
    @YusufKoray-t6o 19 днів тому

    Adaxum is shaping up to be a top contender in the E-commerce and DeFi space-locked in my presale position before alt runs.

  • @OmurZafer
    @OmurZafer 19 днів тому

    With Adaxum’s strong fundamentals, it’s only a matter of time before ADX becomes a household name.

  • @ElaineNixon-l2j
    @ElaineNixon-l2j 19 днів тому

    ADX has massive potential to 50x. Secured my tokens during the presale!

  • @NeseHasan-n6y
    @NeseHasan-n6y 19 днів тому

    The Adaxum presale is going fast. Grabbed my tokens while they were still available.

  • @SalihSoner-v7l
    @SalihSoner-v7l 19 днів тому

    Feeling cautiously optimistic about my ADX investment. This could turn out well.

  • @NurcanMunever
    @NurcanMunever 19 днів тому

    Hey all, the Adaxum presale is happening now, and it’s worth checking out if you’re curious.

  • @NazanAylin
    @NazanAylin 19 днів тому

    Adaxum seems like a decent project. Taking a cautious position for now.

  • @SerhatAdnan
    @SerhatAdnan 19 днів тому

    ADX has potential, especially with its E-commerce integration. Let’s see where it goes.

  • @DottyPaulino
    @DottyPaulino 19 днів тому

    E-commerce giants will propel Adaxum to the top. Got my ADX tokens early!

  • @BeaulahHouck
    @BeaulahHouck 19 днів тому

    If you’re not in the Adaxum presale yet, you might regret missing out.

  • @EvrimEmine
    @EvrimEmine 19 днів тому

    Keeping my expectations reasonable, but Adaxum could turn into something valuable.

  • @GanimOznur
    @GanimOznur 19 днів тому

    Adaxum might be worth a closer look if you’re into projects with real-world applications.

  • @BENNIEHawkins-k7r
    @BENNIEHawkins-k7r 19 днів тому

    Projects like Adaxum don’t come around often. Secured my ADX tokens before the presale sells out!