Advising family businesses
Speakers Include:
Jane Quirke, Grant Thornton
Part 1 – Funding
Corporate Finance 2020: Setting the Scene
- Sources and types of finance available in Ireland
- Project appraisal, feasibility assessments and financial modelling
Strategic Banking Corporation
- Alternative finance options available for SMEs
EII
- Recap on recent changes including Finance Bill 2019
- Overview of family businesses suitable for EII or SCI
- Certification process
- GBER regulations
- Administration issues
Part 2 – Advising Family Businesses
Structuring for exit/sucession
- Considerations for a family businesses preparing for sucession, third party sale or MBO
- Case studies on Retirement Relief and Entrepreneur Relief including the interaction with CAT and stamp duty reliefs
- Identification of risk areas and common pitfalls when advising family businesses preparing for exit or succession including
- Company reorganisations
- Use of holding company
- Anti-avoidance provisions
- Recent Finance Act changes and amendments proposed in Finance Bill 2020
Protecting the family businesses
- Marriage breakdown and division of assets
- Providing for second and third families
Part 3 – Employment Tax Issues
- The PAYE and PRSI considerations arising for family employments and directors
- Recap on the rules regarding travel and subsistence payments
- Roundup of the common employment tax issues arising for close companies
- Tax incentives for attracting and retaining talent
In partnership with The Irish Taxation Institute
Please click here to book directly with ITI
This course is also available online