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From Year-End Tax Settlements to Family Corporations: A Tax Course on Protecting Salaried Workers’ Money, Taught by a Former National Tax Service Investigation Team Leader Turned Tax Accountant

The more you know about taxes, the more of your money you can protect. From taxes on your paycheck to investment income and health insurance premiums, year-end tax refunds, and how to make the most of ISAs, pension savings plans, and IRPs—we break down the complexities of taxation in terms that working people can understand. Drawing on 14 years of experience at the National Tax Service and real-world tax audit cases, tax accountant Lim Soo-jung also explains audits into the source of funds, gifts and loans between family members, and how to use family-owned corporations—and what to watch out for.

1 learners are taking this course

Level Beginner

Course period Unlimited

Business Productivity
Business Productivity
Financial Technology
Financial Technology
Financial Management
Financial Management
Taxation Business
Taxation Business
Business Productivity
Business Productivity
Financial Technology
Financial Technology
Financial Management
Financial Management
Taxation Business
Taxation Business

What you will gain after the course

  • Understanding how taxes and health insurance premiums are structured by income level.

  • You can make effective use of year-end tax settlements and tax-advantaged accounts.

  • You can prepare for financial transactions between family members and source-of-funds investigations.

  • You can determine whether to transfer assets and use a family corporation.

From year-end tax adjustments to gifts between family members, do you really understand the taxes on your money?

This course was created for people just like you.

✔ Employees who want to understand the taxes on their salary and investment income

  • Anyone who wants to understand how the taxes and health insurance premiums deducted from their monthly salary are calculated.

  • For those concerned about the burden of taxes and health insurance premiums as they earn income from stocks, ETFs, dividends, and interest

  • Those who want to know how the 10 million won and 20 million won financial income thresholds affect their taxes.

✔ Those who don’t want to miss out on year-end tax refunds and tax-saving benefits

  • Those who file their year-end tax returns every year but aren’t sure exactly which deductions they can claim

  • ✔ For those unsure which tax-advantaged account to use first: an ISA, pension savings, or an IRP

  • Those who want a comprehensive overview of everything from income deductions and tax credits to the benefits and caveats of tax-saving products.

✔ For anyone concerned about financial transactions between family members and gift tax

  • Those planning to receive financial support from their parents for marriage or buying a home

  • Those who want to know when transfers between family members are considered gifts and how to write a loan agreement

  • Those who want to estimate gift tax deductions and tax liability in advance before passing assets on to their children.

✔ Those who want to gain a thorough understanding of tax audits and family-owned corporations

  • Those who want to know how the National Tax Service tracks an individual’s income, assets, and flow of funds.

  • Those who want to know what supporting documents and transaction records to keep on hand to prepare for a source-of-funds audit

  • For those who want to understand the tax differences between individuals and corporations and review the pros and cons of setting up a family corporation.

Recommended for
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Who is this course right for?

  • An employee who has started earning investment income in addition to their salary—someone wondering how dividends, interest, and ETF returns affect their taxes and health insurance premiums.

  • Office workers who struggle with year-end tax filing every year — those who want to make the most of ISA, pension savings, and IRP without missing any deductions.

  • For those preparing for marriage and buying a home — anyone wondering about the tax implications of treating financial support from their parents as either a gift or a loan.

  • High-income earners and business owners considering a family corporation—those who want to compare the tax structures of individuals and corporations and understand the benefits, drawbacks, and risks of a family corporation.

  • Those looking to transfer assets to their parents or children and learn about gift tax deductions, transfers between family members’ bank accounts, and how to write a loan agreement.

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