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If you are an accountant, financial adviser, business owner or lawyer, this is one conference you will not want to miss.

We are holding our annual tax planning conference on Monday, 4 Dec, at the Green Isle Hotel, from 09.30 to 18.30. This year Alan Moore will be joined by seven experts to keep you up to date with current economic outlook, the latest tax and wealth planning ideas. Book Now

Programme and speakers
9.30-10.00
Registration and refreshments
10.00-10.10
Introduction by Alan Moore
10.10 – 10.50
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Economic outlook amid geopolitical tensions
Alan Werlau, Head of Investment Advisory, Davy Private Clients

Alan will discuss the prospects for the Irish and global economy in the context of a continued recovery and escalating geopolitical tensions. He will also share his insight on investment portfolios in 2018 amid uncertain developments, such as Brexit and the like.

About the speaker

Alan joined Davy in 2015 from New York. He has over 25 years’ experience in asset and investment management, and advising high net worth clients and global family offices in his previous role at UBS Investment Bank. Prior to working at UBS Alan was also the founder of hedge fund Black Arrow Capital Management, and has held previous roles at Deltec Asset Management, Bankers Trust and JP Morgan Chase. Alan is a member of Davy’s Global Investment Committee, with particular responsibility for managing Davy’s UK investment offering. Alan holds a B.A in Foreign Service and International Relations from the Pennsylvania State University.

10.50 – 11.30
Cathal Lawlor
Tax issues facing solicitors
Cathal Lawlor, Partner, Alan Moore Tax Consultants

Cathal is going to address crucial tax issues encountered by solicitors in general practice around capital taxation and probates. The presentation also includes a review of the Finance Bill provisions on the recent stamp duty changes.

About the speaker

Cathal is a Chartered Tax Adviser and Trust and Estate practitioner with over twenty years’ experience specialising in private client taxation. This includes providing advice on Capital Gains Tax, Capital Acquisitions Tax, the tax efficient transfer of assets, Income tax planning, residence and domicile matters, termination payments, Revenue Audits and investigations and VAT on property.
He joined Deloitte in 1996 after graduating from UCD with a Bachelor of Commerce degree. He qualified from the Institute of Tax while gaining a wide range of experience in both Personal and Corporate Tax with Deloitte before joining Mazars in 2001. He managed the Personal Wealth Division for Mazars before joining the family practice.

11.30 – 11.45
Refreshments
11.45 – 12.30
Update for Private Client and Charity Clients
Anne Corrigan, Head of Private Client Group, Tax Department, Arthur Cox

Anne will talk through some topical issues, case law and proposed legislation of relevance to your private clients as well as reviewing the regulatory regime for your charity clients three years after the establishment of the Charities Regulatory Authority.

About the speaker

Anne is Head of the Private Client Group in the Tax Department of Arthur Cox. She specialises in advising on tax and legal issues arising in the use of trust and other structures in asset management and conservation, and in furtherance of charitable objects. She is regarded as one of Ireland’s leading authorities on trust law, and advises on all trust-related issues including the scope and nature of the powers available to trustees; trustees’ duties and obligations and the rights of beneficiaries. Anne is a barrister and was lecturer in Revenue Law in the Faculty of Law, University College Dublin for 11 years from 1989 – 2000. She has presented papers at numerous conferences on trust and taxation issues. She is co-author of “Trust and Succession Law” (fourth edition; 2007) published by the Irish Taxation Institute.

12.30 – 13.15
Structuring businesses for SME owners
Frank Greene, Tax partner, Mazars

Frank will provide detailed guidance and practical examples he has worked on over the past 12 months, where accessing tax reliefs and incentives such as Entrepreneur Relief, Retirement Relief, Business Property Relief and Employment & Investment Incentive Scheme, has been to the forefront.

About the speaker

Frank was appointed Partner in Mazars in 1999 and is responsible for dealing with the tax affairs of many corporate clients, including PLCs and multi-national companies. A member of the Irish Taxation Institute, Frank has extensive experience in property, particularly tax-based developments, corporate finance and corporate restructuring, maximising shareholder wealth on purchases and sales of companies and also advising clients in relation to Revenue Audits.
Prior to joining Mazars in 1990, Frank worked in the Office of the Revenue Commissioners, dealing with corporation tax, income tax and capital gains tax. He also lectures extensively to various professional and business organisations on the tax aspects of Property and Corporate Finance.

13.15 – 14.25
Lunch
14.25 – 15.15
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Entitlement for both contributory and non-contributory State pensions
James Caron, Partner, Lucas Financial

James’ presentation will focus on:

  • Key requirements for an individual to qualify for a Contributory Pension
  • How rate of Contributory Pension payable is determined
  • Eligibility for Non Contributory Pension
About the speaker

James has 24 years’ experience in Financial Services, during which time he spent 8 years with Standard Life, latterly as Pensions Development Manager, moving to Ulster Bank Wealth in 2007 as Associate Director.

In August 2012 James joined Lucas Financial Consulting who specialise in Retirement Planning, Investments, Business and Family Protection. These services are offered on a business to business basis for clients of Accountancy Practices as well as personal clients. He is a member of LIA’s Board of Directors.

15.15 – 16.05
Tax free employee rewards and employment tax management
Ken Killoran, Tax Director, Mazars

Ken will talk on how employers can still make tax free payments to employees, how the recently announced KEEP share scheme and other shares schemes work to benefit employees, as well as how to manage risk for employers in dealing with PAYE/PRSI/USC. The experience he has gained in the practical aspects of employee rewards and the operation of PAYE/PRSI/USC will be shared with the attendees in a practical manner, with reference to particular aspects that he has been involved in.

About the speaker

Ken Killoran commenced his career in PWC where he worked in Global Employment Solutions. Ken moved to Mazars 9 years ago and now heads up the group dealing with Employment Taxes and Share Incentive Schemes.

16.05 – 16.25
Refreshments
16.25 – 17.15
Dearbhla Cunningham
How is the new appeals process working?
Dearbhla Cunningham, Barrister, CA CTA
Dearbhla will outline how the new tax appeal process is working, the difficulties for taxpayers and where to next for appeals together with a discussion of some recent decisions from the Courts and their implications for taxpayers.

  • How is the new appeals process working?
    • The rules and procedures in practice
    • Difficulties for clients and how to deal with them
    • Where to next?
  • Tax litigation recent developments
    • Some recent decisions and practical implications concerning e.g. tax appeals, statutory interpretation and Revenue powers.
About the speaker

Dearbhla Cunningham is a barrister with a commercial practice and she specialises in tax litigation. She is a Chartered Accountant and Chartered Tax Advisor having trained and worked in ‘Big 4’ practice. She regularly contributes to tax publications and seminars.

17.15 – 18.00
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VAT on Property
Alan Moore, Principal of Alan Moore Tax Consultants

Accountants and solicitors still encounter considerable confusion in deciding when VAT is chargeable on a property sale, and how such VAT can be minimised.
Alan guides us through a checklist procedure which will enable you to dispel the confusion.

About the speaker

Alan Moore is widely known for his regular articles in The Sunday Business Post. He has 36 years’ experience in taxation, including 11 as Revenue inspector, in the areas of VAT, Capital Acquisitions Tax, Income Tax, Corporation Tax and Capital Gains Tax. See less
A former tax partner at Mazars and Council Member of the Irish Tax Institute, he was consultant to the Revenue Commissioners on the drafting of the Taxes Consolidation Act 1997.
He is now managing director of Taxworld (Ireland and UK) and principal of Alan Moore Tax Consultants where he provides a wide range of tax consultations, specialising in advising private clients.

18.00 – 18.30
Questions and Answers.
Seats are limited. Reserve your seat now.
Cost per seat
€270 + VAT Non-member*
€229 + VAT Standard
€180 + VAT Professional
€135 + VAT Gold
FREE Platinum
*Visit the membership page about member benefits
Special offer
Multi-seat saver:
  • 10% off 2nd seat
  • Reserve 3 seats for the price of 2
Early bird:
  • Reserve before 15th of November and get Free Tax Book 2017. This is the last hardcopy edition published.
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Online offers:
  • Book online to receive a Free copy of Tax Booklet 2017
Taxworld hotel offer

Why not enjoy the Sunday 3rd at the four-star Green Isle Hotel, Newlands Cross, Dublin 22. Pamper yourself at their leisure center, or have an early Christmas shopping at Liffey Valley Shopping Center or Kildare village, will make it an ideal early Christmas break for you and your loved ones.
Special hotel offer: €55 single or €65 double B & B. Just call 01 4593406 quoting ‘Taxworld’.

Book Now

Tax and wealth planning seminar 2017 – 8 CPD hours

 

Venue: Green Isle Hotel, Naas Rd, Newlands Cross, Dublin
Date: Monday 4 Dec 2017
Time: 09.30-18.30 (9.30 registration)
If you need further assistance, call us +353 1 872 8890



What our customers say:

‘Interesting and good networking opportunity’, Niall Concannon, Zurich

‘Enjoyed it, look forward to the next one’, Patrick M Molloy, CPA

‘Good technical content and just the right time’, Michael O-Mahony, FCCA

Date/Time Event
 
Monday, 4 December 2017
9:30 am - 6:30 pm
Tax and wealth planning seminar 2017
Green Isle Hotel, Dublin Dublin