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Taxation

The Autumn Taxation Essentials

Course Summary

8 hours live

€ 250


Related Courses

Schedule

  • 03
    Sep
    09:15 - 17:30 Sheraton Hotel, Athlone
  • 05
    Sep
    09:15 - 17:30 Radisson Blu Hotel, Limerick
  • 11
    Sep
    09:15 - 17:30 Radisson Blu Hotel, Cork
  • 12
    Sep
    09:15 - 17:30 Talbot Hotel Stillorgan, Dublin
  • 18
    Sep
    09:15 - 17:30 Rose Hotel, Tralee

Course Details

8 hours Multiple

This full-day course is broken down into 4 sessions:

  1. Sole Trader & Company Director’s PRSI Liabilities
  2. Qualifying your Client for the State Pension Contributory
  3. Topical Tax Issues for Practitioners and Their Clients – Part 1
  4. Topical Tax Issues for Practitioners and Their Clients – Part 2

Session 1: Sole Trader & Company Director’s PRSI Liabilities

This session will cover the following topics:

  1. “Class S” PRSI Liabilities:
    1. Sole -Trader
    2. Prescribed Relatives running the business with sole-trader
    3. Exemptions
  2. Executive Director’s PRSI liabilities
    1. PRSI @ ”Class S”
    2. PRSI @ ”Class A”
    3. Requesting a refund of “Class A” incorrectly paid
    4. Appealing against Welfare decisions

Facilitator: Brendan Casey, PRSI Consultant


Session 2: Qualifying your Client for the State Pension Contributory

This session will cover the following topics:

  1. Qualifying your client for the State Pension Contributory
    1. How to read the Insurance record
    2. Getting client’s record corrected
    3. Guidelines on how pensions are calculated
    4. Pitfalls to be avoided
  2. Voluntary Contribution option

Facilitator: Brendan Casey, PRSI Consultant


Session 3: Topical Tax Issues for Practitioners and Their Clients – Part 1

Over the course of these two sessions we will aim to cover the main tax aspects that are relevant to your clients who are either entrepreneurs, high net worth individuals, owner managed business or are contemplating  succession.

We will address recent legislative changes and current planning opportunities for your clients.

  • Selling a Business – Structures for exist and impact of recent anti -avoidance legislation (Section 135 TCA)
  • Estate Planning – Planning, structures and reliefs available

Facilitator: Paula Keaney, Doyle Keaney Tax Advisors


Session 4: Topical Tax Issues for Practitioners and Their Clients – Part 2

Over the course of these two sessions we will aim to cover the main tax aspects that are relevant to your clients who are either entrepreneurs, high net worth individuals, owner managed business or are contemplating  succession.

We will address recent legislative changes and current planning opportunities for your clients.

  • Entrepreneur Relief and Retirement Relief – Interaction and maximisation of reliefs
  • Opportunities to maximise Capital Gains Tax reliefs and what to watch out for
    • Participation Exemption,
    • 7 year CGT Relief,
    • Reorganisations,
    • Principle Private Residence Relief.
  • Tax Appeals Case update – review of interesting cases to date

Live Stream Option

You can now register your virtual seat on The Autumn Taxation Essentials on 12 September 2019 if you cannot attend the live event.

The Benefits of an OmniPro Live Stream Event

Our live stream events combine all the best aspects of live events with the convenience of an online course.

What you get?

  • Multicamera video stream of the speakers
  • Live screen share of Presentations
  • Live annotation of supporting documents
  • Digital download of presentations and supporting documentation


Facilitator: Paula Keaney, Doyle Keaney Tax Advisors


CPD Course Facilitators

Brendan Casey, PRSI Consultant

Brendan Casey is a retired senior civil servant from the Department of Social Protection. Prior to retirement he had responsibility over all aspects of ‘PRSI Class’ determination.


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.