Tax Planning on Transitioning a Company to the Next Generation and MBO’s (Aug 23)
Category: Tax | Duration: 1hr | Tag: VODIRE2347 | Type: Video | Course Level:Intermediate | Speaker: John Murphy | Date: 01/08/2023 11:30
Course Details
This course focuses on the most common succession planning opportunities/plans that are used in practice on transition of a business to the next generation and the tax implications of each as well as planning where there are disagreements between shareholders.
John Murphy covers the following topics during this course:
- Utilising the share buyback rules to allow for transition to the next generation while still getting cash into the exiting/disposing shareholders hands. We will review the tax and company law requirements.
- Management buy outs – the options available following the change to Section 135 TCA in November 2017;
- Termination payments – always consider.
- The utilisation of pensions
CPD Course Speaker
OmniPro Tax and Legal
John Murphy
As a Director of OmniPro Tax and Legal Limited, John relishes problem-solving to help accountants develop innovative client solutions and sharing his technical knowledge on tax, company law, financial reporting and auditing.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.
A Chartered Tax Adviser, he advises clients in practice on a range of issues from income tax, tax planning, restructuring to exit planning as well as advising on company law in relation to these and many other matters. In addition, he provides support on financial reporting, auditing and company law; conducts company valuations and advises on pre-sale restructuring. He is also an insolvency practitioner who acts as liquidator in members voluntary liquidations and is a Registered Auditor.