Schedule 2020-21

The Certified Tax Adviser (CTax) course is delivered in 8 modules, on Saturdays from September 2020 to March 2021. 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 2020 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 2020/21

2020 - 2021 Certified Tax Adviser Indicative Schedule

 

INDUCTION WEEK: 

DATE: BEGINNING SEPTEMBER 2020

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: REVENUE INTERACTION
DATE: 26th SEPTEMBER 2020
LECTURER: GARY O'MAHONY

TOPICS:

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

MODULE 2:

SUBJECT: 
TAX ISSUES OF EMPLOYMENT INCOME
DATE: 10th OCTOBER 2020
LECTURER: MAIRÉAD HENNESSY

TOPICS:

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

MODULE 3:

SUBJECT: SUCCESSION PLANNING
DATE: 28th NOVEMBER 2020
LECTURER: PAUL GOSAL

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 4:

SUBJECT:
 ADVANCED INCOME TAX
DATE: 16th JANUARY 2021
LECTURER: MAIRÉAD HENNESSY

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 5:

SUBJECT:
 VAT ESSENTIALS
DATE: 30th JANUARY 2021
LECTURER: ETHNA KENNON

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: Wednesday 10th February 2021 (6pm - 8pm)

MODULE 6:

SUBJECT:
 CORPORATION TAX – ESSENTIALS & SPECIFIC ADVANCED ISSUES 
DATE: 13th FEBRUARY 2021
LECTURER: GARY O'MAHONY

TOPICS:

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

MODULE 7:

SUBJECT:
 FURTHER ASPECTS OF PERSONAL TAX
DATE: 6th MARCH 2021 
LECTURER:
DAVID CLANCY  

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

MODULE 8:

SUBJECT: CORPORATION TAX – SPECIALIST ISSUES
DATE: 13th MARCH 2021
 

TOPICS:

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

FINAL ASSIGNMENT & EXAM: 

DATES:  APRIL & MAY 2021       


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.


*Schedule is indicative and may be subject to changes

 

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