Schedule 2019/20

The Certified Tax Adviser (CTax) course is delivered in 8 modules, on Saturdays from September to end March. Each module runs from 9.00am to 4.00pm, will earn 6 hours CPD credit and consist of a lecture, scenario analysis, mini case studies etc.

The next running of the Certified Tax Adviser (CTax) Qualification will commence in September 2019 and is delivered in Dublin and online via live streaming. 

Live Streaming offers participants the option of viewing and participating in the CTax course through a live link direct to their PC at home. So if you can't travel to the Dublin venue, Live Streaming offers you the flexibility to complete this qualification from home! This option is increasingly popular among our members, as it allows you to fit the course into your busy schedule.

 

Schedule 2019/20

2019 - 2020 Certified Tax Adviser Schedule

 

INDUCTION WEEK: 

DATE: 2nd -6th SEPTEMBER 2019

This week ensures that all students are registered on our online learning platform, Canvas.

Students will view a pre-course webinar and familiarise themselves with the structure of the course.
 

MODULE 1:

SUBJECT:
 CORPORATION TAX – ESSENTIALS & SPECIFIC ADVANCED ISSUES 
DATE: 7th SEPTEMBER 2019
LECTURER: MICHAEL SMITH, FS TAXATION

TOPICS:

  • Corporate Losses
  • Close Company
  • Dividend Withholding Tax
  • Corporation Tax Returns
  • Relevant Contracts Tax
  • Research & Development Credit
  • Intangible Assets
  • Company Residence

MODULE 2:

SUBJECT: SUCCESSION PLANNING
DATE: 5th OCTOBER 2019
LECTURER: PAUL GOSAL, PAUL GOSAL TAX ADVISORY

TOPICS:

  • Capital Taxes - CGT, Stamp Duty, CAT
  • Computational Rules and Compliance
  • Tax Reliefs & Exemptions
  • Legal/Administration Aspects including Succession Act, Estates, Wills
  • Succession Structures (e.g. Trusts)
  • Implementing a Succession Plan

MODULE 3:

SUBJECT: 
TAX ISSUES OF EMPLOYMENT INCOME
DATE: 23rd NOVEMBER 2019 
LECTURER: SINÉAD O'BRIEN

TOPICS:

  • PAYE/PRSI/USC Essentials
  • PAYE/PRSI/USC  advanced topics
  • Employment: foreign aspects
  • Employed V’s Self Employed
  • BIK Changes
  • Termination payments
  • Pensions

MODULE 4:

SUBJECT:
 CORPORATION TAX – SPECIALIST ISSUES
DATE: 7th DECEMBER 2019
LECTURER: MICHAEL SMITH, FS TAXATION

TOPICS:

  • Shares
  • Capital Gains Tax Groups
  • EIIS & SURE
  • Using Losses Effectively
  • Corporate Structures
  • Foreign Trading & Foreign Income
  • Insolvency Issues
  • R&D Tax Groups

MODULE 5:

SUBJECT:
 ADVANCED INCOME TAX
DATE: 11th JANUARY 2020 
LECTURER: SINÉAD O'BRIEN

TOPICS:

  • Tax Planning
  • High earner restrictions
  • Taxation of married couples: Change in Marital Status, Civil Partnership
  • Medical expenses 
  • Residence issues
  • Double Taxation
  • Investment Income
  • SARP
  • Pensions

MODULE 6:

SUBJECT:
 VAT ESSENTIALS
DATE: 25th JANUARY 2020
LECTURER: ETHNA KENNON, KPMG

TOPICS:

  • For Business
  • For Property
  • Taxable & Accountable Persons
  • Legislation
  • Place of Supply of Goods and Services
  • Underlying Principles
  • Deductible & Non-deductible
     
  • Additional 2-hour VAT Webinar, Date TBC (Midweek, 6pm - 8pm)

MODULE 7:

SUBJECT:
 REVENUE INTERACTION
DATE: 15th FEBRUARY 2020 
LECTURER: GARY O'MAHONY, O'HARA DOLAN & CO. TAX CONSULTANTS

TOPICS:

  • Rights & Entitlements
  • Code of Practice
  • Revenue Powers
  • Avoiding Publication
  • Qualifying Disclosures
  • Revenue audit
  • Revenue communication
  • Appeals

MODULE 8:

SUBJECT:
 FURTHER ASPECTS OF PERSONAL TAX
DATE:  7rd MARCH 2020       
LECTURER: DAVID CLANCY, CLANCY & ASSOCIATES 

TOPICS:

  • Trading income v Capital – Case law
  • CGT PPR Relief
  • Share Dealing
  • Treatment of losses arising on commencement and cessation of a trade
  • Sole Trader Incorporation
  • Optimum methods to utilise loss relief
  • Case I and II Capital Allowances
  • How losses interact with Capital Allowances
  • Farmer taxation
  • Case V

FINAL ASSIGNMENT & EXAM: 

DATES:  APRIL & MAY 2020       


To gain the qualification participants must complete an Assignment and final Exam.

The assignment will consist of a written report of no more than 3500 words providing tax advice on particular issues which will have been covered in the course.

The final exam will consist of a three hour restricted open book exam.


** PLEASE NOTE THAT THE 2019/20 SCHEDULE WILL BE CONFIRMED IN LATE SPRING 2019 - DATES ARE SUBJECT TO CHANGE **

 

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