CPDStore

10th Nov, 09:00

Tax Structuring on Owner-Managed Company Sales

Speaker: Peter Rayney - Peter Rayney Tax Consulting

This session provides delegates with a clear insight into the legal and tax rules and structuring issues involved on business and company sales.

In this session Peter Rayney will cover the following topics;

• Transaction structure – sale of assets v sale of shares
• Detailed tax treatment of share sales
• Dealing with different types of sale consideration
• Optimising Business Asset Disposal Relief
• Examining earn-out arrangements

This session will enable you to understand how business and company sales work in practice and how to structure them for maximum tax efficiency.

This session is aimed at general practice partners and managers, tax advisers, corporate finance specialists, lawyers and business owners.

Course Level: Foundation / Intermediate

10th Nov, 11:00

Everything You Need to Know About Members' Decision-making in Private Limited Companies

Speaker: David Impey - Company Law Solicitor

This is a highly practical nuts-and-bolts course for accountants, company secretaries and administrators involved in members’ meetings and other members’ decision-making processes in private limited companies, including informal, unanimous approvals and consents under the Duomatic principle. It will help them understand and apply the relevant Companies Act, case law and best practice rules and recommendations, and observe the articles and nay shareholder agreements, to ensure effective, lawful decisions, negotiating the various pitfalls and solving the tricky issues that can arise.

This course will help accountants understand:

• When, why and how members’ meetings are called, held and recorded
• When to use a statutory written resolution instead – the procedures, the pitfalls and their solutions
• The conditions required for the Duomatic principle to apply to validate company decisions/actions
• Avoiding the many surprises that can arise under company law statutes, legal rulings, articles and agreements, and custom
• Special situations and how to handle them

This course will help accountants help members of their company clients to make effective, lawful decisions by understanding and applying the necessary procedures and rules, identifying common problems and avoiding or solving them, and applying the sometimes surprising recent legal rulings where the Duomatic principle has been applied – or not – to avoid shareholder disputes and keep their clients out of the courts.

This session will interest accountants in general practice advising limited company clients, and those working in-house for limited companies.

Course Level: Need to Know

10th Nov,13:40

Financial Reporting: Preparing for 2024 – Part 1 & 2

Speaker: Lindsay Webber - OmniPro

Financial reporting is the cornerstone of the accounting profession, and staying informed about the latest updates and emerging topics is crucial for success. Join our highly anticipated webinar and gain valuable insights into the changes and trends accountants need to know for the upcoming year.

In this session Lindsay Webber will cover the following topics,

• An update on FRED 82 – changes coming to FRS 102 and FRS 105
• Sustainability reporting
• Cash Flow Statements
• Consolidations – exemptions and filing options
• Practical review of financial statements.

By attending this session delegates will get the latest updates on accounting standards and financial reporting practices.

This session will be of particular interest to Preparers of Financial Statements.

Course Level: Intermediate

10th Nov, 15:40

Non-Audit Monitoring Visits - How to Prepare and What to Expect

Speaker: Colm Owens - OmniPro

In this session, Colm Owens will consider the some of the issues that come up on monitoring visits in relation to non-audit files, client monies & AML. This will be of interest to accountants who are expecting a monitoring visit in the near future which may include a non-audit element (or be a non-audit monitoring visit in itself) and to all accountants for on-going compliance and best practice. Monitoring visits can be stressful events, so being well-prepared can make them go much smoother and help to ensure they go well.

The following topics will be covered:

• Audit-exempt files – the requirements
• Audit-exempt financial statements
• Client Monies;
• Anti-Money Laundering; By attending this you will be able to know how to prepare & what to expect.

Course level: Intermediate

10th Nov, 16:40

5 Steps to Driving Firm Profitability in 2024

Speaker: Des O'Neill - OmniPro

As a firm owner what should your No.1 strategic objective be?

It has to be profitability.
br> Running a more profitable firm may not solve every problem but it does solve a lot of problems.

If you have a more profitable firm:

• It is better for your existing team - higher profits can be translated into higher salaries and less stress.
• It makes it easier to attract new talent – you will be able to offer a combination of salary and flexibility that competitors cannot offer.
• It is better for your clients - it creates the capacity for you and your team to serve them in a way that protects them and helps them build better businesses.
• It is better for your clients – you are walking the walk and leading by example.
• Even if none of those convince you that profitability should be your No. 1 Strategic objective – do it for yourself, do it for your family, do it for your future because you are worth it

In this webinar we will look at the 5 biggest drivers of Profitability for accounting firms in 2024 and the steps you can take to drive profitability in your firm.


• Raising Prices and Getting Paid what you are really Worth;
• Transforming operations through Technology, Bots and Standardisation;
• Identifying and working with the Customers that are Right for you and your Business Model;
• Developing a clear Strategy and Business Model that will give you and your business what You really Want.
• Overcoming the current shortage of People and getting the best out of your Team;
• Making decisions and taking the first steps to get a better result in 2024.

By attending this session, you will get clear on

• What’s working now in your business?
• What’s not working for you in 2023?
• How to get unstuck if you are?
• The actions that you can take before the end of 2023 to get a better result in 2024? You will walk away with idea, strategies, tactics, and tools that will help you move to the next level in your business.

You will walk away with clarity around the next step you can take for your business and your team.

This session is for firm owners who want to get more satisfaction out of their business in 2024.


• It’s for new startups who want to avoid the mistakes that so many firms make.
• It’s early to mid stage firms who know there must be a better way for some of the things they are doing. It’s for mature and established firms who want to keep up to date with what is happening in the market.
• It’s for sole practitioners and multi partner firms.
• It’s for anyone who wants to grow their business.
• It’s for anyone who wants to get a better result from their business.

It is also for senior team members who are contributing to or want to contribute to the commercial direction of their firm.

Course level: Need to know