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Taxation

Accountants’ Tax Planning Bootcamp Series

Course Summary

6 hours webinar

€ 200

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Schedule

  • 06
    Apr
    11:00 - 12:00 Book the FULL 6-Part Accountants' Tax Planning Bootcamp, €200
  • 06
    Apr
    11:00 - 12:00 #1 Corporate Restructurings, €38
  • 06
    May
    11:00 - 12:00 #2 Capital Tax - CGT, €38
  • 03
    Jun
    11:00 - 12:00 #3 Share Schemes - Incentivising Employees, €38
  • 01
    Jul
    11:00 - 12:00 #4 Tax Implications on Sale of a Company & Planning Opportunities, €38
  • 05
    Aug
    11:00 - 12:00 #5 Is Now the Opportunity to Place the Company into an MVL, €38
  • 02
    Sept
    11:00 - 12:00 #6 Family Business Tax Planning Opportunities - Succession Planning, €38

Accountants’ Tax Planning Bootcamp

The Accountants’ Tax Planning Bootcamp for 2021 is made up of 6 individual events throughout the year. Book all 6 in advance to get a discounted rate. If purchasing after the start date, any missed sessions will be available as online CPD.


Part 1 – Corporate Restructurings

Date: Tuesday, 06 April
Time: 11:00 – 12:00
Speakers: John Murphy, Yvonne O’Sullivan & Lisa Cosgrave

This webinar will review the most common corporate restructurings we see.

The creation of a group structure has significant advantages. It allows shareholders to protect any excess cash or non-trading type assets in the parent company such that if things go bad in the subsidiary, then the assets in the parent company are not at risk.

In certain instances, a shareholder may wish to sell their company on, in order to increase the attractiveness for a potential purchaser it may make sense to transfer out the trade from an existing company to a new company such that the purchaser acquires a new company and only acquires the trade assets or liabilities. The transfer out of a trade may also work well in succession planning scenarios where certain assets in the existing company are not trading assets and as such are assets that a parent/disponer may want to hold onto.

This session will review the tax reliefs available on the creation of a group structure or actions that can be taken to ensure that a company is more ‘saleable’. It will cover:

  • The CGT and stamp duty exemptions available on a share for share exchange and what a share for share exchange means. It will discuss the instances where a clawback of any relief may apply;
  • The CGT and stamp duty exemptions available on a share for undertaking transactions and what this means. It will also consider what other tax issues needs to be considered when such a transaction is undertaken. It will discuss the instances where a clawback of any relief may apply
  • It will highlight the importance in transfers between groups of getting the sequence right.
  • A possible option to create individual holding companies post-incorporation where there is value in the company.
  • Reclassification of shares to voting and non-voting to allow for a transfer to the next generation while maintaining control

Part 2 – Capital Tax – CGT, CAT and Stamp Duty – Some Useful Reminders on Reliefs

Date: Tuesday, 06 May
Time: 11:00 – 12:00
Speakers: John Murphy, Yvonne O’Sullivan & Lisa Cosgrave


Part 3 – Share Schemes – Incentivising Employees

Date: Tuesday, 03 June
Time: 11:00 – 12:00
Speakers: John Murphy, Yvonne O’Sullivan & Lisa Cosgrave

This course will cover the following topics:

  • Types of incentives, shares & the rights to attach
  • Main share schemes & rules used in SME’s & Co. Sec considerations
  • Tax Consequences
  • Tax reliefs on realisation of value

Part 4 – Tax Implications on the Sale of a Company or Business and Planning Opportunities

Date: Tuesday, 01 July
Time: 11:00 – 12:00
Speakers: John Murphy, Yvonne O’Sullivan & Lisa Cosgrave


Part 5 – Is Now the Opportunity to Place the Company into an MVL?

Date: Tuesday, 05 August
Time: 11:00 – 12:00
Speakers: John Murphy, Yvonne O’Sullivan & Lisa Cosgrave


Part 6 – Family Business Tax Planning Opportunities – Succession Planning

Date: Tuesday, 02 September
Time: 11:00 – 12:00
Speakers: John Murphy, Yvonne O’Sullivan & Lisa Cosgrave


CPD Course Facilitators:

John Murphy: Tax, Corporate Restructuring and Practice Support, OmniPro

As a lead member of our technical support team, John relishes problem-solving to help accountants develop innovative client solutions and sharing technical knowledge on tax, financial reporting and auditing.

A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring and exit planning to Revenue audits.  In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring.

John also plays a key role as a researcher and subject-matter expert in developing OmniPro information products such as the CompaniesAct2014.com and FRS102.com. As a speaker at OmniPro CPD events, he brings these industry-leading insights to accountants participating in our training programmes.

A Chartered Accountant and Qualified Financial Adviser, John has over a decade’s Big 4 experience with EY and PwC, providing tax and audit services for a portfolio of clients, ranging in scale from SMEs to multinationals.


Yvonne O’Sullivan – OmniPro Tax and Legal

Yvonne is a key member of our technical support team, providing advice on all tax heads in response to queries submitted through our Knowledge Hub platform. In addition, she provides support within the tax department on tax planning, restructuring and exit planning solutions for a range of clients.

A Chartered Certified Accountant, Yvonne trained and worked in small practice for a number of years followed by working for over 2 years in an independent Dublin based firm.


Lisa Cosgrave: Technical Advisor, OmniPro

Lisa is a key member of our technical support team, providing advice on all tax heads, financial reporting and audit, in response to queries submitted through our Knowledge Hub platform. In addition, she provides support within the tax department on company/business valuations.

A Chartered Certified Accountant and Chartered Tax Advisor, Lisa trained and worked in practice for six years prior to joining OmniPro, where she gained experience in financial reporting, tax compliance across all tax heads and audit. She has experience with a range of small and medium-sized businesses assisting them with their financial reporting obligations and tax compliance across all areas.