Course Summary

Duration1 hour

PresenterJohn Murphy

Course Content

This is a three-part online CPD series that deals with tax planning for SME’s. Series 2 will focus on the most common succession planning opportunities/plans that are used in practice, and the tax implications of each. This online CPD course will cover:

  • Utilising the share buyback rules to allow for transition to the next generation while still getting cash into the exiting/disposing shareholders hands. We will review the tax and company law requirements
  • Management buy outs – the options available following the change to Section 135 TCA
  • The importance of reviewing the make of the balance sheet prior to any disposal of shares in order to make the most of reliefs
  • Partition of family companies
  • A recap on business asset relief
  • A recap on agricultural relief
  • A recap on entrepreneurial and retirement relief

CDP Course Facilitators:

John Murphy: Tax, Corporate Restructuring and Practice Support, OmniPro

As Head of Tax, 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.

John also plays 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.


Yvonne O’Sullivan: Tax Executive, OmniPro

Yvonne is a key member of our technical support team, providing advice on all tax heads in response to queries submitted through our Knowledge Hub platform. In addition, she provides support within the tax department on tax planning, restructuring and exit planning solutions for a range of clients.

A Chartered Certified Accountant, Yvonne trained and worked in small practice for a number of years followed by working for over 2 years in an independent Dublin based firm Beechwood Partners. She has experience with a range of professionals, executives, entrepreneurs and family groups assisting them with their tax compliance across all areas. She worked closely with clients providing daily practical and operational assistance with the management of their personal and business finance administration as well as assisting with the ongoing analysis and production of investment portfolio reports.

Yvonne has recently completed her final IATI Chartered Tax Adviser Exams, and plays a key role as a researcher on developing subject matter and content for our Knowledge Hub tax product.