Death & Taxes - An Update on the Taxation of Estates (Sep 24)
Category: Tax | Duration: 1hr | Tag: VODSEFEIE24D1S4 | Type: Video | Course Level: Intermediate | Speaker: Daragh O'Shaughnessy | Date: 24/09/2024 13:30
Course Details
Every accountant and tax adviser with personal tax clients will at some stage need to deal with the specific tax implications of death. The client could be a relative of the deceased, or the executor of their will, or a beneficiary receiving an inheritance, or a solicitor engaged to administer the estate. There are significant differences between the taxation of the living and the taxation of the deceased which all advisers in this area should keep themselves informed about in order to provide accurate and comprehensive advice
In this session Daragh O’Shaughnessy gives a detailed explanation of the taxation of estates for all stakeholders with practical examples illustrating issues that commonly arise:
- Special computational rules in year of death
- Revenue powers including time limits and penalties
- Dealing with Revenue's new clearance procedures for estates
- Taxation of beneficiaries
- Dealing with funds, life policies and other investments
CPD Course Speaker
O’Shaughnessy Tax
Daragh O'Shaughnessy
Daragh has provided expert tax advice to a diverse range of Personal and corporate clients, from sole trades to High Net Worth investors and SMEs to Multinationals for 15 years.
Daragh’s CPD lectures and articles view tax issues from a practical perspective that can put to immediate use in attendees’ day-to-day business, as well as using technical analysis for a deeper understanding of the issues.
Daragh’s CPD lectures and articles view tax issues from a practical perspective that can put to immediate use in attendees’ day-to-day business, as well as using technical analysis for a deeper understanding of the issues.