CPD Course Overview

CPD Allocation

8 Hours

Fee

€210 (or 8 CPD Club points)

Time

Registration 09:00, start 09:15, finish 17:30


Venues & Dates:

Cork 31/05/2017 Clayton Hotel Silver Springs Book Now
Limerick 01/06/2017 Radisson Blu Limerick Book Now
Athlone 14/06/2017 Radisson Blu Athlone Book Now
Dublin 15/06/2017 Talbot Hotel, Stillorgan Book Now
Carlow 20/06/2017 Talbot Hotel, Carlow Book Now

Course Content

Session 1: Revenue Interventions – 2016

This presentation will explore the Revenue’s compliance monitoring activities and the implications for Practitioners and their clients in 2017 and beyond. The topics covered will include:

  • Some of the interesting aspects from Revenue’s 2016 Annual Report
  • The use of ‘behavioural science’ by Revenue and the role information gathering
  • The implications of the Revenue’s ‘debt management’ processes for Practitioners
  • Persistent problem areas and issues that are likely to be relevant going forward
  • What lessons Practitioners might learn from the recent ‘offshore review’
  • The Revenue’s complaints and reviews procedures

Speaker: Brendan Twohig, MK Brazil


Session 2: Topical Tax Issues – Recent Tax and Related Decisions

This seminar examines some recent cases and other developments which may be relevant to advisors and their clients. The topics covered will include issues most practitioners encounter on a regular basis plus some surprising developments, including for example:

  • Employee v Self-employed and related issues
  • The 4-year time limits imposed on refunds and assessments
  • Categorising income and gains
  • VAT invoices
  • Revenue Guidance and opinions – changes and relevance
  • Practical aspects of the new Appeals process

Speaker: Brendan Twohig, MK Brazil


Session 3: Master Class on Entrepreneurs Relief, Retirement Relief and Dwelling House Relief

  • Technical review of:
    • Entrepreneurs relief
    • Retirement relief
    • Dwelling House relief
  • Interaction of entrepreneurs relief and retirement relief. Comparing and contrasting the two reliefs and the conditions required to be satisfied
  • Case studies and examples, how the reliefs operate
  • How clients can maximise the benefit of the reliefs

Speaker: Paula Keaney, Doyle Keaney Tax Advisors


Session 4: Key Tax Issues - Succession, Property, Migration & Reorganisation

  • Succession planning
  • Direct tax and property acquisition
  • Tax migration for individuals
  • Reorganising shares and trading activities for the SME

Speaker: Mark Doyle, Doyle Keaney Tax Advisors

Please note Session 3 and 4 will be in reverse order in Cork and Limerick.


CPD Speakers:

Brendan Twohig, MK Brazil

Having worked with a portfolio of personal and corporate clients as a tax consultant since the late 1980's, Brendan has gained a diverse experience with particular expertise in property structuring, tax based investments, corporate restructuring, estate and succession planning. Brendan is an experienced speaker and has written many tax based articles.


Paula Keaney, Doyle Keaney Tax Advisors

Paula Keaney is a Tax Partner with Doyle Keaney Tax Advisors, a boutique tax practise. She specialises in providing tax advice to high net worth individuals and owner managed businesses. Her other areas of expertise include property transactions, tax efficient succession planning, corporate restructuring and reorganisations/ M&A and debt restructuring. Paula is a Chartered Tax Adviser (CTA) and a fellow of the Association of Chartered Certified Accountants (FCCA). Paula has lectured for ACA, ACCA, CTA and other professional bodies.


Mark Doyle, Doyle Keaney Tax Advisors

Mark is a member of Chartered Accountants Ireland and a member of the Irish Taxation Institute. He is also a member of the Consultative Committee of Accountancy Bodies – Ireland (CCAB-I) Taxation Committee and he is chairman of the Tax Administration Liaison Committee (TALC) Capital committee. He was formerly Tax Director with Grant Thornton where he worked for eight years.

Mark is the sole author of ‘Capital Gains Tax: A Practitioners Guide’ published by Chartered Accountants Ireland. Mark speaks extensively on tax matters for professional bodies and also contributes articles to all of the major professional journals and in the national press.

Mark advises on succession planning, corporate reconstructions and reorganisations, mergers and demergers, share buybacks, incorporation, asset protection and executive remuneration. Mark also specialises in giving corporate tax advice to Irish based companies and providing personal tax advice to high net worth individuals.