All India Chartered Accountants Society (AICAS)

CFO World and Forum of India’s Chartered Accountant Firms (FICAF)
TOPIC: Intestate & Testate Succession – Critical Issues Around Wills, Succession & Special Tax Relaxations and Precautions
VENUE: Lecture Room 1, India International Centre (Annexee), 40, Max Mueller Marg, New Delhi
DATE: SATURDAY, 5th September, 2026 (2:15 PM to 8:15 PM)

Dear Colleague,

I wish to bring to you an important opportunity to sharpen our competence, knowledge and skill in the field of Income Tax. In this pursuit we have been regularly holding six full day workshop in past annually. There is a keen demand from the Chartered Accountants and Tax professionals to have a regular forum to have in-depth study and discussion on latest provisions of Income tax law and Rules and more specifically taking up discussion on practical issues and case studies in a participative mode by all participants.

Accordingly, All India Chartered Accountants Society has decided to launch an “Income Tax Expert Study Group” with following basic features:

The Income Tax Expert Study Group will meet on a monthly basis on a Saturday every month.

2. It is proposed to discuss topic(s) selected in advance for discussion and to discuss specific case studies or issues circulated in advance.

3. We will have many leading experts and well-known GST experts as regular participants, who will act as Guide and Lead the discussion. Please note that this will be a participative forum and not a lecture or a workshop or conference but an opportunity to share knowledge and to learn from discussions.

4. The study group is being formed with CAs and Tax professionals having very keen interest, knowledge and expertise in the field of GST.

5. We will also have certain expert senior GST officials relevant to the topic from the Tax department, on such topics as may be considered as desirable, in the interest of discussion.

6. It will be mandatory for the participants to bring the Act and the Rules and if needed relevant case laws as downloaded by them as relevant to the topic. The convenors will also circulate the relevant case laws at the meeting.

The meetings will be held at India International Centre on a regular monthly interval with tea/coffee as well as Lunch to be served in a soothing environment.

The participation shall be restricted to 35-40 Participants to ensure serious learning. Members are requested to carry their Copy of Act and Rules also.

You are cordially invited for the Meeting of the “Income Tax Expert Study Group” on SATURDAY, the 5th September, 2026, as per the following Programme:

VENUE:
Lecture Room 1, India International Centre (Annexee) 40, Max Mueller Marg, New Delhi
DATE:
5th September, 2026 (Saturday)
TIMING:
2:15 PM to 8:15 PM
FEES (Amount incl. GST)
AICAS & CFO World Members ₹ 790/-
Chartered Accountants ₹ 890/-
Others ₹ 990/-
The meeting will have the following Schedule:
2:15 PM to 2:45 PM
Registration & Arrival Tea / Coffee
2:45 PM to 3:00 PM
Lighting of Lamp, Saraswati Vandana & Introduction to Topic
3:00 PM to 4:30 PM

Technical Session I

Intestate Succession – Legal Framework & Practical Issues
  • Governing succession laws and identification of the applicable personal law
  • Hindu, Muslim, Christian and Parsi succession frameworks
  • Inheritance of HUF Property
  • Inheritance of Ancestral Property
  • Rights of legal heirs and co-parceners – Rights of Daughter, Wife & Mother
  • Succession documentation: Probate, Letters of Administration, Succession Certificate & Legal Heir Certificate
  • Mutation and transfer of inherited immovable property
  • Transmission of Securities
  • Transfer of Bank Balances, FDRs and Other Financial Assets
  • Practical issues and complex inheritance scenarios
  • Succession of Assets outside India of Resident Indians / Resident of Concerned Countries including Special Issues in US Assets
  • Succession of Assets in India by persons resident outside India / foreign citizens

CA Vinod Jain

CA Vinod Jain
Director, INMACS

Succession Planning (including Hindu Succession) Parsis & Indian Christians - Intestate Succession Muslim Law, Instruments of Succession & Transmission of Securities Inheritance & Estate Duty Tax - Focus US & UK Succession - Family Business (Detailed)

4:30 PM to 6:00 PM
Technical Session II: Testate Succession – Wills, Executors & Critical Issues
  • Essentials and contours of a valid Will
  • Authentication, Registration, Witness and matters impacting Validity of Will
  • Will, Executor and administration of an estate
  • Probate and its procedural aspects
  • Validity, interpretation and execution of Wills
  • Challenges and disputes surrounding Wills
  • Testamentary succession involving NRIs and cross-border estates
  • Practical case studies and drafting considerations

Ms. Sadia Khan

Ms. Sadia Khan
Partner
Shardul Amarchand Mangaldas

Mr. Ankit Goel

Mr. Ankit Goel
Counsel
Shardul Amarchand Mangaldas

Testamentary Succession

6:00 PM to 6:30 PM
High Tea & Networking
6:30 PM to 8:00 PM
Technical Session III: Income Tax & Allied Laws – Special Relaxations, Precautions & Planning
  • Tax treatment of inherited assets
  • Cost and period of holding in inherited assets
  • Tax implications on subsequent sale of inherited property/securities
  • Return filing and disclosure issues following succession
  • NRI inheritances – FEMA, repatriation and tax considerations
  • Agricultural land, immovable property and financial assets
  • TDS and other compliance considerations
  • Special relaxations, practical precautions and common pitfalls
  • Integrated case studies covering complex estates

CA Praveen Goyal

CA Praveen Goyal
Associate Director,
Price Waterhouse & Co. LLP

CA Baldev Raj

CA Baldev Raj
Founder
Baldev Raj & Co., Chartered Accountants

Income Tax & Allied Laws - Special Relaxations, Precautions & Planning

8:00 PM to 8:15 PM
Questions & Answers

Vote of Thanks & National Anthem

Team AICAS & CFO World
CA Vinod Jain
Founder President
CA Pramod Kapur
President
CA. Anuj Jain
Chairman, CFO World, Director Finance, Indian Oil
CA. Vaibhav Jain
General Secretary
Direct Tax Committee
CA DC Garg
Chairman - Direct Tax
CA Aastha Jain
Co-Chair - DT
CA Baldev Raj
Vice Chairman - DT
CA Mohit Gupta
Vice Chairman - DT
CA Praveen Sharma CA Pramod Jain
CA Akanksha Goel CA Ajay Agrawal CA Abhishek Jain
CA Sangeeta Garg CA Shreya Jain CA Angad P Singh

Brief Concept of Income Tax Expert Study Group: The Income Tax Expert Study Group has been constituted to provide a forum for in-depth study of provisions of Income Tax Act and Rules and all related case laws by Tax professionals with intent to enhance knowledge and expertise. It is expected that several leading tax experts will regularly participate in the deliberations. The meeting will take place in a completely participative mode. After the subject is introduced by one person, the entire group is expected to actively participate in the discussion on the topic/case study and related legal aspects to enable bringing out all issues.

Members are encouraged to study the relevant legal provisions and case laws in advance and bring the Income Tax Act along with relevant case law references (hard/soft copy) for meaningful discussions. Soft copies will also be shared during the session.

You are cordially invited to attend this meeting of the Income Tax Expert Study Group and be a regular part of this important initiative.

We would like to request you to please join the meeting. You may also bring a cheque favouring All India Chartered Accountants Society as per subscription details below.

Thanking You,

Yours Sincerely

For All India Chartered Accountants Society

You may also please join as a regular member at the earliest by sending a Cheque in favour of “All India Chartered Accountants Society

The Membership fees for the above are as under:-

Register Now

Cost incl. GST Meeting 20 (Single Meeting)
AICAS & CFO World Members 790/-
Chartered Accountants 890/-
Others 990/-

For registration and queries kindly reach us on aicas.cfo@gmail.com or call us on 9711310004.

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