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26
Apr
2014

Tax Update and Financial Planning

Speaker: James Bradley, James Bradley & Co Tax Consultants & Justin O'Gorman, JDM
Location: Kerry
Course Content
 
Tax 
  • Tax audits and national contractor project 
  • Corporation tax and related incentives including R and D 
  • Income tax incentives including changes in last Finance Act - Octobers Budget essentially
  • Latest developments in VAT of note 
Speaker: James Bradley
 
Personal Financial Planning 
  • Let’s look into the past
  • What’s changed?
  • Who will pay the bills if you’re playing a harp while sitting on a fluffy cloud or you’re chowing down on hospital food for 6 months?
  • Where’s my carriage clock gone?
  • What do you mean I can’t get a 100% mortgage and that what’s in my piggy bank isn’t really savings?
  • How about we only send the first child to school and they can pass on what they know to their siblings?
  • This is a nice nursing home but I’m still leaving everything to my dog! 

Investment Business 

  • Financial planning and the economy – don’t believe everything you’ve read! 
  • What will impact the financial markets? The good the bad and the ugly
Speaker: Justin O'Gorman, JDM Insurance
 
Key Course Details
 
Location: The Malton, Killarney (for directions, click here)
Time: 9am - 5pm
CPE Credit: 8 hours  (4 hours Tax)
 
Book 3 delegates or more in the same transaction and receive a 5% group discount.
 
Note: Payment for CPE courses is required prior to the start of the event to secure your place on the event.
 
**Members – You must log in with your Member Number and Password to receive the member price when booking. No balance will be refunded.

Member Cost: €200.00 

Non member Cost: €250.00 

Places Available: 7

Core Competencies:
Taxation: 4.00 hours