This online CPD course will cover the following topics:
1. Exit Issues:
- Determining the Correct Tax Head;
- Tax Reliefs – Retirement Relief, Entrepreneur Relief, Buy-Back Treatment;
- Anti-Avoidance – Section 135 TCA 1997 and Buy-Back trips.
2. Succession Issues:
- Tax Reliefs – Business Asset Relief and Agricultural Relief, CAT/CGT set off;
- Clawbacks – timing;
3. Other Opportunities and Issue:
- Share Valuation – the Tax Rules;
- Share Schemes;
- Termination Payments;
- Funding Options.
CDP Course Facilitators:
Paula Keaney – Doyle Keaney Tax Advisors
Paula is a Chartered Tax Advisor (CTA) and a fellow of the Association of Chartered Certified Accountants (FCCA). She has over 18 years of experience in the tax practice having previously worked in Grant Thornton, Ernst & Young and Mazars.
Paula has lectured on various tax matters for the Irish Tax Institute, Chartered Accountants Ireland, Chartered Certified Accountants, The Law Society of Ireland and other professional bodies. She has also contributed articles to the Irish Tax Review.
Paula’s area of expertise is providing tax advice to high net worth individuals and owner managed businesses. She specialises in advising on property transactions, tax efficient succession planning, mergers and acquisitions and debt restructuring.
Amanda Jayne Comyn – Doyle Keaney Tax Advisors
Amanda works with Doyle Keaney Tax Advisors and is a Barrister-at-law and a Chartered Tax Advisor (CTA).
She has extensive experience in the field of tax having worked in leading legal firms and large accountancy practices, mostly recently as a tax partner with Philip Lee and prior to that as tax director with Grant Thornton.
Amanda’s expertise is in advising on the commercial and tax aspects of M&As and restructuring including shareholder matters. She advises on corporate transactions having considerable experience in mergers and corporate reorganisations. She also advises individuals in estate and retirement planning, trusts, insolvency and all aspects of property transactions with specialised experience in stamp duty and stamp duty planning.
Amanda has an expanse of technical writing experience having authored and co-authored a number of publications including Bloomsbury’s Irish Law of Stamp Duty and the Irish Taxation Institute’s Corporate Transactions: Tax and Legal Issues.
In addition to her publishing experience, Amanda contributes to the major professional journals and is a regular speaker at conferences in addition to being an active member of a number of committees and boards across a number of professional bodies.