Julie Burke of J.M. Burke Solicitors will present on Revenue powers in the context of audits and investigations and she will cover the following items in her talk:-
 
Ø       Categories of Revenue Powers – audit, investigation and prosecution
Ø       Review of recent changes to legislation and Audit Code of Practice
Ø       Revenue’s requests for information
Ø       Different type of Revenue Interventions and resulting implications
Ø       Aiding and abetting
Ø       Legal issues and safeguards  

The presentation will take place on Wednesday 23 June at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.ubl

Details of all forthcoming events can be found on http://www.step.ie/newsevents.php in

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €30 to Eddie O’Regan, AIB, Executor and Trustee Services, PO Box 512, Ballsbridge, Dublin 4.

Julie Burke is principal of JM Burke Tax Solicitors and has extensive specialist knowledge and experience of Revenue Law and the investigations process.   She is a Fellow of the Irish Taxation Institute and is well-known as a tax author and lecturer. Julie is the editor of the Irish Taxation Institute’s Irish Tax Review. She was a member of the Irish Government’s Revenue Powers Group and the Commission on Taxation.   She is currently a member of the Tax Administration Liaison Committee in relation to audits and other Revenue interventions.  

The STEP Ireland Annual Conference will be held in the Radisson Hotel, Stillorgan Road, Dublin on 28 May 2010.

The theme is ‘New Developments and Trends for Trusts and Estates in 2010′.

Speakers and Topics will include:

• Latest developments and trends in estate litigation – Robert Houghton SC
• Law Reform in 2010 – Patricia Rickard-Clarke
• Finance Act 2010 – Finola O’Hanlon
• Dealing with debt in estates -legal and tax issues – John Gill and Amanda Comyn
• Debt in estates – the banking perspective – Harry McIntyre

CLICK HERE to download the STEP Ireland Annual Conference 2010 brochure.

STEP Ireland would like to thank Rothschild for the sponsorship of the event.
Rothschild are the STEP Private Bank of the Year 2009/10.

JJ O’Connell of Plato Ireland will present on the “softer” issues associated with succession planning for family businesses.

The presentation will take place on Wednesday 21 April at 6.30pm in the Merrion Hotel, Upper Merrion Street, Dublin 2.

Non-members are welcome to attend and should send a cheque made payable to STEP Ireland for €30 to Eddie O’Regan, AIB, Executor and Trustee Services, PO Box 512, Ballsbridge, Dublin 4.

The presentation will look at the importance of family businesses in the Irish economy as well as recognising that each family business is unique. The presentation will consider issues around business succession as well as other matters. It will also recognise that tax advisers, solicitors and accountants will often provide excellent solutions to the tax and legal issues which face their clients, however they may sometimes disregard the other “softer” issues which are impacting on the family and the business. These softer issues can be the most important in understanding the client’s requirements and devising solutions. A more holistic approach may need to be adopted by practitioners. The aim of the presentation will be to assist practitioners in identifying these key softer issues and how to manage them.