Disposing of Shares - The Pitfalls to Avoid (May 23)
Category: Tax | Duration: 1hr | Tag: VODIATS23D1S3 | Type: Video | Speaker: Paula Keaney | Date: 02/05/2023 12:00
Course Details
Paula is director of Keaney Tax Advisors and has extensive experience in advising high net worth clients, particularly in relation to succession planning and sale of companies.
The session concentrates on transactions that may give rise to unintended or unexpected tax liabilities; fall within anti avoidance legislation or result in an unexpected clawback of reliefs.
In this session Paula covers the following topics:
- Earns outs and their interaction with CGT reliefs - avoiding potential pitfalls and maximising the benefit of the reliefs
- Funding an exist – managing potential income tax pitfalls on an exit
- Issues to be aware of when disposing of shares to the next generation
- Clawback of reliefs
CPD Course Speaker
Keaney Tax Advisors
Paula Keaney
Paula’s 20-year career has been shaped from working in Ireland’s largest professional services firms, namely Ernst & Young, Grant Thornton and Mazars.
Paula is a Chartered Tax Advisor and fellow of the Association of Chartered Certified Accountants. She have worked with hundreds of owner managed business and high net worth individuals, advising on:
• Mergers and acquisitions
• Debt restructuring
• Succession planning
• Property transactions
• Share Schemes
• Share Buy Backs
Writing technical papers and lecturing on various tax matters are activities that Paula enjoys and deems essential as a professional advisor. Paula works in collaboration with the Irish Taxation Institute, Chartered Accountants Ireland, Chartered Certified Accountants, The Law Society of Ireland and the Irish Tax Review.
Having grown up in the West of Ireland, near the inspiring Atlantic coast, Paula is steadily growing a client base from East to West of the country.
Paula is a Chartered Tax Advisor and fellow of the Association of Chartered Certified Accountants. She have worked with hundreds of owner managed business and high net worth individuals, advising on:
• Mergers and acquisitions
• Debt restructuring
• Succession planning
• Property transactions
• Share Schemes
• Share Buy Backs
Writing technical papers and lecturing on various tax matters are activities that Paula enjoys and deems essential as a professional advisor. Paula works in collaboration with the Irish Taxation Institute, Chartered Accountants Ireland, Chartered Certified Accountants, The Law Society of Ireland and the Irish Tax Review.
Having grown up in the West of Ireland, near the inspiring Atlantic coast, Paula is steadily growing a client base from East to West of the country.