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The Spring Taxation Essentials 2021

Course Summary

8 hours webinar

€ 250

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The Spring Taxation Essentials – 8 Hours Tax CPD For Irish Accountants

Our Taxation Essentials tour series kicks off each year with The Spring Taxation Essentials. This 8 Hour Tax event covers a range of topical tax issues that have been specifically identified as either persistent problem areas or opportunities for accountants to be proactive in the identification and implementation of taxation solutions for their clients.

Tuesday, 13 April

Part 1 – Revenue Audits & Interventions – 2021 ‘Hot Topics’

Date: Tuesday, 13 April
Time: 10:00 – 11:40
Speaker: Brendan Twohig, MK Brazil

Brendan Twohig will explore the issues ‘on the ground’ when dealing with Revenue Interventions and what Practitioners can expect going forward, including:

  • Covid-19 schemes and Revenue’s monitoring/reviewing of claims
  • Employee Expenses and related matters
  • Contract of Service v Contract for Service
  • VAT  – Persistent and other problem areas
  • CGT & CAT – Issues Practitioners need to be aware of

Part 2 – Tax & Estate Planning for Business Owners in 2021 (High Net Worth Individuals)

Date: Tuesday, 13 April
Time: 12:00 – 13:40
Speaker: Joe Thompson, Joe Thompson Tax Advisors

During this session on tax and estate planning for business owners, Joe Thompson will be covering the following topics:

  • Case Study showing group structure with planning for future CGT holding company exemption, CGT retirement relief/CGT entrepreneurial relief in mind
  • The conditions relevant for claims for CGT holding company exemption, CGT retirement relief/CGT entrepreneur relief
  • Other tax planning options for future exit/retirement
  • How a family partnership structure works as a tax/estate planning structure for holding family assets and investments
  • Tax planning in a negative interest rate environment
  • Other useful estate planning tools in 2021.

The session will give all attendees the following insights:

  • An understanding of what tax planning opportunities and structures are available for business owners and high-net-worth individuals in 2021
  • Planning for CGT holding company exemption for business owners
  • Planning for CGT Retirement relief and CGT entrepreneur’s relief
  • Estate planning tools for individuals in 2021 including the dwelling house exemption
  • Understanding how a family partnership works for estate planning purposes
  • Tax planning in a negative interest rate environment
  • Other useful estate planning tools in 2021

Thursday, 15 April

Part 3 – Brexit 4 Months On

Date: Thursday, 15 April
Time: 10:00 – 11:40
Speaker: Rose Tierney, Tierney Tax Consultancy

During this session, Rose Tierney will be covering the following topics:

  • Brexit – 4 months on – How has it Been for you?
  • Problems & Work Arounds – VAT & Customs
  • East/West North/South and the Third Route
  • Media and Govt Press Office vs Reality
  • Grace Periods – do they work?
  • What will be the future of the NI protocol?

Part 4 – Tax Structuring of Property Investment

Date: Thursday, 15 April
Time: 12:00 – 13:40
Speaker: Padraig Daly, Mazars

Padraig Daly will be providing us with a comprehensive guide to tax efficient structuring of property investment

  • Trading V Investment in property
  • Development land
  • Ownership structures – different means of structuring property investment in Ireland – individual, corporates, trusts etc.
  • Permanent Establishment issues
  • Transfers of investment land and buildings to trading stock and vice versa
  • Tax treatment on disposal – losses, reliefs, withholding
  • Tax treatment of income arising from property
  • Non-resident owners

CPD Course Speakers:

Rose Tierney – Tierney Tax Consultancy

Rose Tierney is a qualified Chartered Accountant and Chartered Tax Adviser in both the UK and Ireland. She previously worked as a director with a Big Four firm in Dublin and prior to that several years were spent in London advising businesses on tax planning and transactions.

In 2004, Rose established an independent Tax Practice Tierney Tax Consultancy and has since then been advising clients in the SME sector and their accountants and solicitors on various aspects of Irish and UK taxation.

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.

Joe Thompson Joe Thompson Tax Advisors

Joe is a Chartered Tax Adviser (CTA) having become an Associate of the Irish Tax Institute in 2002. After finishing the Bachelor of Science (Management) Degree course in DIT/Trinity College Dublin, Joe started in a role as trainee tax adviser with a private client tax firm in Dublin and qualified as a CTA in 2002.

Joe gained experience during 2001 while on secondment in Jersey, the Channel Islands where he worked in offshore trust and company administration. During 2004, Joe worked in Australia in the taxation departments of State Street and Multiplex, a quoted property and development company based in Sydney, Australia.

Following a return to Ireland in 2005, Joe worked with three of the top private client tax firms in Dublin including working as an Associate Director of a private client tax firm in the period from 2010 to early 2020.

Joe formed Joe Thompson Tax Advisors in 2020 as a private client tax firm aimed at providing high-quality tax advice mainly to high net worth individuals. Joe Thompson Tax Advisors also provide taxation advice to families, partnerships, trustees, executors, small/medium businesses and other professionals.

Joe has contributed through lecturing and drafting material for the Irish Taxation Institute including the recent Certificate in Capital Taxes for Private Clients course in October 2019 and has presented on the Taxation of Private Client Investments as part of the Irish Taxation Institute CPD Round-Up conferences. Joe has presented regularly to clients and private banks on private client matters.

Padraig Daly – Mazars

Padraig Daly is a Partner with Mazars specialising in advising clients in the Construction industry as well as advising other Irish and multinational companies on mergers and acquisitions, corporate reorganisations and tax-efficient financing.  In recent years, he has focused on property development and investment, during which he has advised on large residential and commercial developments, structuring investment into Ireland from abroad, public-private partnerships and infrastructure projects. He has written and lectured extensively on tax matters including for the Institute and the main accounting bodies.  

He is a Chartered Tax Adviser and Chartered Accountant.

CPD Course Facilitator:

John Murphy – OmniPro Tax and Legal

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.