Seminar

Certificate in Taxation of Private Clients – CPD Only

Online Lecture Dates: Wednesday 06 December 2023 to Tuesday 13 February 2024

CPD: 22 Hours CPD

View Full Programme and Speakers Here

Expert Tutors include:

Yann Harrison, Highfield Private Clients

Nora Lillis & Dermot Furey, Gartlan Furey LLP

Alison McHugh & Margaret Coleman, EY

Conor Meaney, PwC

Audrey Lydon, KPMG

Kieran Coughlan, Coughlan Accounting and Taxation Services

Michael O’Scathaill, Crowe LLP

Aileen Keogan, Keogan Law & Tax

Lydia McCormack, O’Connell Brennan

Julia Considine & Gerard Finucane, Deloitte

Topics include:

• Legal considerations for CTAs
• Pensions for Private Clients
• CAT, CGT & Stamp Duty
• Investment considerations and reliefs
• Exit from a business and succession planning
• Agricultural sector taxation
• Property transactions and tax considerations for private clients
• Trusts – what they are, when and how to use for private clients
• Succession and estate planning

Please note there are two options available:

• Assignment Option to get a certificate, upon successful completion of the assignment
• CPD Option to get CPD hours only, no certificate will be awarded.

Access: All sessions will be run through Zoom and materials will be accessible through Blackboard Learn

If you are booking this online only programme for someone or for more than one person, please email full names and email addresses of participants to cpd@taxinstitute.ie.

If you are booking on the day of the sessions, please email cpd@taxinstitute.ie to receive the joining link.

Start date & time
6th December 2023 18:00

End date & time
13th February 2024 20:30

CPD Hours:

Venue:

Online