Course Details

This webinar will include some reminders of the basic aspects of CAT but also consider some items that can be forgotten if preparing CAT computations and advising clients on their obligations particularly is not something you regularly deal with. 

 

Lisa Cosgrave will cover the following topics during this webinar:

  • Residency rules
  • Non-resident beneficiaries
  • Valuation Dates
  • Filing obligations on loans from family members
  • Gifts/Inheritances subject to a right of residence

 

Course Level: Intermediate

CPD Course Speaker

OmniPro

Lisa Cosgrave

Lisa is a key member of our tax technical support team, providing advice on all tax heads in response to queries submitted. In addition, she provides support within the tax department on company/business valuations, tax planning, restructuring and exit planning solutions for a range of clients, liquidations, and company secretarial issues. She also has experience in financial reporting and audit.

A Chartered Certified Accountant and Chartered Tax Advisor, Lisa trained and worked in practice for six years prior to joining OmniPro, where she gained experience in financial reporting, tax compliance across all tax heads and audit. She has experience with a range of small and medium sized businesses assisting them with their financial reporting obligations and tax compliance across all areas.