Course Details

Over 5 weeks we will be taking a look at life events that can impact your clients personal tax returns along with a review of what are refundable and non-refundable tax credits; exempt income consideration and then finally looking at the common issues on completing a Form 11.

 

Naomi will be covering the following;

  • Tax & Marriage
  • Tax & Year of Death
  • Refundable / Non-refundable tax credits
  • Exempt Income
  • The Form 11


By attending all of these sessions you will have more confidence in discussing your clients personal circumstances including life events and how they can impact their tax returns. 

 

This series will be of great benefit to those dealing directly with personal tax clients and give them the confidence to broach sometimes sensitive topics in a manner that shows you have the clients best interests to the fore.  Be you a trainee or a more seasoned advisor this series will have something for everyone.

 

Course Level – Foundation to Intermediate

CPD Course Speaker

Omi Butler Limited

Naomi Butler

A Chartered Tax Advisor, Naomi commenced her training in 2004 and has been working in practice since then. She progressed from trainee up to Head of Tax Compliance and Personal Tax Manager. Naomi has a range of experience overall tax heads with a strong understanding of personal taxes and payroll. She now has her own practice through which she provides in-house training as well as talks to employees on the Irish tax system along with looking after her private clients. She delivers Adult Education courses in general tax and sole traders through evening or night school in Knocklyon as well as teaching those sitting ATI and ACCA exams.