Taxation Essentials 2017 - Series 3

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Course Content

Session 1: Revenue Interventions

  • Forms of Revenue Intervention
  • Selection for Revenue Intervention
  • Revenue Audit Process
  • Revenue Projects

Feargal Kenzie, BDO

Session 2: Tax Implications of the Sale of an SME and MBO’s

  • Financing the Purchase / MBO
  • Tax Reliefs
  • Anti-Avoidance Considerations
  • Case Study

Úna Ryan, Grant Thornton

Session 3: VAT on Property and VAT Update

VAT can be a dreaded area for general practitioners. This session is a general refresher on VAT on Property key points. Also a look at ECJ case law and its uses in a practical context and a review of VAT areas of focus for Revenue and changes that may be coming down the track.

  • Update on all things property
  • Useful ECJ Case Law
  • Revenue Focus
  • Future changes

Rose Tierney, Tierney Tax Consultancy

Session 3: Succession Planning

Succession planning is a key area for all practitioners. Subtle changes to reliefs over the last few years and the bona fide requirement have moved the goalposts. Overview of business succession plans and traps to avoid. Case Study of successful business reorganisation.

  • A refresher on available reliefs
  • Interaction of Retirement & Entrepreneurs Relief
  • Traps in succession plans
  • Family Business Reorganisations

Rose Tierney, Tierney Tax Consultancy

CPD Facilitators

Paul Nestor, Taxation Partner, BDO

Paul is a Partner in the Taxation Department of BDO and has over 15 years tax experience advising multi-national corporates, owner-managed companies and high net worth private individuals. Paul has a high level of expertise in advising clients on corporate restructuring, inward and outward investment, transfer pricing and the exploitation of intellectual property. Paul also manages the taxation consequences of the transfer of valuable family assets, including trading private companies, to the next generation as part of structured processes of succession.  Paul graduated from the University of Limerick with a B.A. in Law & Accounting in 1997. He is an Associate of the Irish Taxation Institute. Paul has lectured extensively for the Institute and given seminars on their behalf to industry bodies and the Department of Finance. Paul is also a Fellow of Chartered Accountants Ireland.

Úna Ryan, Tax Manager, Grant Thornton

Úna has experience on tax planning for small to medium sized family owned businesses which includes business succession, group reorganisations, and non-filing structures. She has extensive experience on estates and trusts for high net worth individuals including anti-avoidance provisions, estate planning and cross border estate tax issues and offshore trusts. She has recently completed the Law Society’s Trust & Estate Practitioner course dealing with the legal and tax implications of succession planning. She has a degree in law (BCL) from University College Dublin (UCD), an LLM from University College Cork (UCC) and is a member of the Irish Taxation Institute (AITI), an Associate of the Chartered Secretaries & Administrators (ACIS) and is a qualified Trust and Estate Practitioner (TEP).

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 she 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.

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