Tax in Deals - Practical Considerations for Owner Managed Companies in the ROI

Introduction

In today’s transactional environment, the ability to navigate tax issues effectively is critical—not only for compliance, but for delivering added value to clients.

This new virtual classroom seminar will unpack the tax considerations that arise throughout the lifecycle of domestic private business transactions.

Expert speaker Derek Andrews will provide practical insights into how tax strategy intersects with commercial decision-making during incorporations, restructurings, share sales, earn-outs, and exits.

Drawing from live case studies, Revenue audits, Appeal Commissioner decisions, and key planning traps, this session offers actionable guidance for professionals advising clients in real-time deal scenarios.

Whether you are supporting M&A, succession planning, or restructuring, this session will equip you with essential tax planning tools to reduce risk and strengthen advisory outcomes.

This session is aimed at accountants, legal practitioners, private wealth advisors, and corporate advisors in the Republic of Ireland. Many themes may also be of interest to Northern Ireland and/or UK advisors whose clients have ROI assets.

What You Will Learn

This live and interactive session will cover the following:

• Key shareholder and corporate-level tax considerations as business structures evolve
• Effective structuring of earn-outs and deferred consideration
• Navigating anti-avoidance rules targeting cash-rich company sales
• How to manage the interaction (and potential conflicts) between Entrepreneur Relief and Retirement Relief
• Choosing between locked box vs. completion accounts in valuation negotiations
• Identifying and avoiding common traps in VAT and interest deductibility

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.