€27.55

CPD Event - Tax and Estates in association with PwC

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Carlow Gateway Business Centre

Athy Road

Carlow

Ireland

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Our guest speaker for this CPD event on Tax and Estates in assocaition with PwC is Jim McCleane.

Jim is a director in PwC's domestic, international and overseas tax practice based in the south east. He manages a team that delivers a range of annual compliance services to private clients as well as specialist support on one off projects which include provision of tax and legal solutions to the indigenous middle market sector and to multinational companies across multiple tax headings.

Jim specialises in assisting family businesses to prepare for succession, including advice as to the tax implications of succession and how to avail of the reliefs that are available. He is one of Ireland's leading advisors in the area of capital gains tax and is the co author of the Irish Tax Institutes publication - The Taxation of Capital Gains.

Jim is a former member of the Institutes Policy and Technical Committee and in the past, has been lecturer and examiner on the Institutes examinations courses and has delivered presentations at the annual tax conference.

Below are topics he will cover at the event:

  • Income tax and CGT for executors

  • Income tax for beneficiaries on income arising in the estate

  • When doe the beneficiary succeed to the asset - on the date of death or later?

  • Capital Acquisitions Tax issues

    • Valuation Date Vs Date of Inheritance

    • filing deadlines

    • reliefs available

  • Taxation of Trusts set up under a Will

  • Lifetime gifts or bequests under a Will - which is better?

  • Estate Planning - tips and tricks

  • Family Businesses and estates

  • Foreign Assets

    • - residence and domicile issues

    • credit for foreign tax paid?

  • Disclaimers and whether they work for Irish tax


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Date and Time

Location

Carlow Gateway Business Centre

Athy Road

Carlow

Ireland

View Map

Refund Policy

No Refunds

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