Venue:
The Halliwell Centre, Trinity College, Carmarthen.
Speaker: Russell
Cockburn. 
A half day tax course to identify and outline the chief tax planning issues and
topics to which attention should be paid when dealing with a new client. The emphasis
is on the small and medium-sized owner-managed business and the aim is to cover
the main tax areas and problem issues. Contents:
| o | Identifying
the main taxes. |
| o | Identifying
the clients' tax needs. |
| o | A
framework for new client analysis. |
| o | Issues
on business start-ups and structure choices. |
| o | Tax
reliefs for new investments. |
| o | Capital
taxes and optimising reliefs. |
| o | Remuneration
and profits extractions strategies. |
| o | Longer
term planning - CGT and IHT issues. |
| o |
Travel expenses.
- a reminder of the rules.
- identifying problem areas. |
CPD
Hours: 3 9
September | 9.30am
- 12.45pm | |
| 
