Taxation Essentials 2017 - Series 1

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Course Content

Session 1: Latest Succession Planning Trends

Significant tax issues and tax liabilities can arise where passing on a family business is not carefully planned.  In the current business environment, such transfers are becoming more commonplace. During this session, we will look at a number of the reliefs available to minimise taxes payable on passing on the family business to the next generation.

In particular, we will look at:

  • Tax free termination payments
  • CGT Retirement Relief
  • CGT Share buyback relief
  • CGT Entrepreneur Relief
  • CAT Agricultural Relief
  • CAT Business Relief

Michael Smith, FS Taxation

Session 2: Tax Issues for Growing Businesses

This session will provide business owners and their financial advisors with a concise overview of some of the key tax issues for growing businesses.

  • Raising Finance
  • International Trade
  • Structures for Expansion
  • Succession Planning
  • Selling the Business

Grayson Buckley, Crowe Horwath

Session 3: Finance Act 2016

FA 2016 is the legislation to give effect to what was one of the most anticipated budgets in the last numbers of years. Never before has taxation been so topical in Ireland, both for the individual and for the company. This seminar will provide the accountant with a detailed understanding of the act and will enable them to advise their clients on its implications and any tax planning opportunities available.

  • Analysis of the main sections of Finance Act 2016
  • Amendments between Finance Bill & Act
  • Detailed review of amendments to new reliefs, such as Entrepreneur Relief
  • Overview of the main current individual and corporate reliefs and current timescales for claiming

Paul Murphy, Martin J Kelly & Co

Session 4: Dealing with Revenue Audit Interventions

A Revenue audit or aspect query is the main area of interaction between clients and Revenue officials. As accountants and tax practitioners we are the normally required to act on behalf of our clients with Revenue. This course is designed to walk through the main areas of a Revenue audit in order that we are equipped to act on behalf of our clients in what is normally a very stressful time for them.

  • Current areas of Revenue focus
  • Actions to take when the audit notification is received
  • Preparing a disclosure for Revenue
  • Review of areas that the auditor will focus on
  • Possible penalty mitigation for issues arising from the audit
  • Dealing with non-audit interventions

Paul Murphy, Martin J Kelly & Co

CPD Facilitators

Michael Smith, FS Taxation

Michael Smith is a Tax Partner in FS Taxation Limited, a company that provides advice on all areas of taxation. He has over 20 years’ experience, and has previously worked in the tax department of two of the Big 4 accountancy firms. He provides consultancy and compliance advice to a range of corporate clients and individuals including high net worth clients. He also has significant experience in the area of Revenue audits and investigations. Michael is an experienced lecturer on taxation matters, and has lectured extensively for the major accountancy bodies and the Irish taxation Institute. He is a Fellow of Chartered Accountants Ireland and a member of the Irish Taxation Institute. Michael has lectured and facilitated on the Chartered Tax Consultant programme in 2011, including the Smurfit Business School summer school.

Grayson Buckley - Crowe Horwath

Grayson Buckley is an experienced Tax Director with Crowe Horwath. Grayson, a Chartered Accountant and an AITI Chartered Tax Adviser joined Crowe Horwath after having gained extensive experience in another large practice. Grayson provides tax planning and consultancy services to a wide range of individuals and corporate clients operating in Ireland and internationally. He also provides advice on all aspects of tax to small and medium-sized accountancy practices in relation to their clients. As a key business advisor he has developed an extensive knowledge of all taxes and their impact on commercial decisions. He is widely recognised as an expert in corporate transactions, property related transactions, Revenue audits and VAT.

Paul Murphy, Martin J Kelly & Co

Paul Murphy is a taxation consultant and management accountant for Martin J. Kelly & Co. He is a corporation tax lecturer for the Irish Taxation Institute and is an Associate of both the Irish Taxation Institute and the Association of Chartered Certified Accountants. He is a co-author of the Irish Taxation Institute’s annual publication, Irish Taxation Law and Practice.

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