Winter Taxation Essentials - Series 3
Registering for CPD Fest 2022 couldn’t be more straightforward. We have three packages for you to choose from – 8 hours, 16 hours and 24 hours of CPD – allowing you to customise the event to your own specific needs. Once purchased, pick ‘n’ mix the topics of most interest and relevance to you from any of the sessions running across the week of CPD Fest 2022.
CPD Fest Packages:
Any 8 CPD Fest Sessions
Any 16 CPD Fest Sessions
Any 24 CPD Fest Sessions
The 12 Gifts Of CPD Fest
Over the coming weeks we are going to give you advance access to hugely valuable extracts from the note packs The CPD Fest & The Essential Advisors’ Mix.
With The 12 Gifts of CPD Fest you will get guides, financial statements, checklists, tools, tax papers, letters of engagement and reports all the way up to and including the kitchen sink!
Registration for The 12 Gifts Of CPD Fest is free, quick and straight forward and you can do so here:
Session 1: Tax Implications of Buying and Selling a Business/Company
Time: 09:00 – 10:40
Speaker: John Murphy – OmniPro Tax & Legal
In this session John Murphy will review the tax implications on an asset sale or a share sale, steps that can be taken to make the target more attractive and attract reliefs.
This session will cover the following topics;
- Sale of shares or business assets? What to do – What does the purchaser want and how can they meet somewhat in the middle
- Tax reliefs available for shareholders
- Structuring asset deals to reduce the tax exposure
- The role of tax advisors in Due Diligence – Tax Due Diligence Reports
- Tax Warranties/Indemnities – The role of the Tax advisor
- Sources of Funding – implications for purchaser and seller
Session 2: Tax and Funds - A Recap
Time: 11:00 – 12:40
The recent personal tax deadline will have provided a perhaps painful reminder to many tax advisers of the unusual and complex tax treatment of income and gains from fund investments. We are often required to carry out a detailed review of what may appear to be a straightforward investment in order to determine the correct tax treatment for our clients.
The tax treatment of Irish and offshore funds has been updated and changed several times in recent years, so all advisers need to ensure that they are kept up to date in this increasingly more relevant area. This presentation will guide attendees through this tricky topic in a practical manner so that the information provided can be put to use in addressing the real-world situations they face with client tax returns in the future.
In this session, Daragh O’Shaughnessy will cover the following:
- Guidance on how to identify what funds are subject to special tax treatment
- Analysis of the tax treatment of income and gains from different types of investment
- Details of when unexpected tax liabilities can be triggered on fund investments
- Tax planning tips for clients with fund investments
Session 3: Farm Tax: Topical Issues & Updates 2022
Time: 13:40 – 15:20
Speaker: Declan McEvoy – IFAC
In this session, Declan McEvoy will cover the following topics:
- Agri overview
- Managing farm tax in a high-income environment
- Some recent agri appeal decisions
- Aca on safety
- Aca on energy
- VAT 58 and issues
- Cat -ag relief dilemma
- Stamp duty -issues to be aware of
- CGT -some important issues for agri sector
- Slurry storage capital allowances
Session 4: Cross Border Tax, VAT & Customs 2022
Time: 15:40 – 17:20
Speaker: Rose Tierney – Tierney Tax Consultancy
During this session, Rose Tierney will take us through the most recent tax updates in relation to cross border working and trading. She’ll also look at VAT and customs issues that firms and their clients are facing, and will equip accountants to be able to support their clients in these complex areas.
CPD Course Facilitators
John Murphy – OmniPro Tax & Legal
As a Director of OmniPro Tax and Legal Limited, John relishes problem-solving to help accountants develop innovative client solutions and sharing his technical knowledge on tax, company law, financial reporting and auditing.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.
Prior to this John played 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.
As a Chartered Accountant, 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.
Declan McEvoy - IFAC
An AITI Chartered Tax Adviser (CTA) and Member of STEP-society of trust and estate practitioners, Declan McEvoy is Head of Tax for IFAC.
Declan has extensive experience and expertise in personal and corporate tax planning, estate and succession planning, tax-based investment and financial structuring for family and farm businesses.
A leading authority on farm taxation, Declan was co-author of ‘Farming in a Limited Company – is it right for you?’
Declan is also an Irish Tax Institute Registered Tax Consultant and frequently speaks at national seminars and client workshops for professional bodies, farm organisations, banks, farm groups.
Daragh O’Shaughnessy – O’Shaughnessy Tax
Daragh has provided expert tax advice to a diverse range of Personal and corporate clients, from sole trades to High Net Worth investors and SMEs to Multinationals for 15 years.
Daragh’s CPD lectures and articles view tax issues from a practical perspective that can put to immediate use in attendees’ day-to-day business, as well as using technical analysis for a deeper understanding of the issues.
Rose Tierney – Tierney Tax Consultancy
Rose Tierney is a qualified Chartered Accountant and Chartered Tax Adviser in both the UK & 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.