Course Details

Understand how valuation dates affect inheritance and gift tax outcomes. 

 

This course covers:

  • How valuation dates determine tax timing and liability
  • Key differences between gifts and inheritances
  • Special rules for joint tenancies, life interests, and revocable gifts
  • Common pitfalls and practical examples from real estate cases

 

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CPD Course Speaker

James Bradley & Co.

James Bradley

James is a qualified accountant and tax consultant. He is the principle of his own tax consultancy practice in Cork and deals with clients from all economy sectors and provides professional tax advice under all tax heads to his clients. James has been lecturing for the Institute of Chartered Accountants and the Institute of Taxation in Tax for more than ten years and has also set tax exams for both Institutes. James has also been providing continual professional development courses for the Institute of Certified Public Accountants / The Institute of Chartered Accountants and the Institute of Taxation in Tax for 10 years also.