E-Mail: [email protected] Specialisation: Taxation
Donal is Managing Partner of PKF O’Connor Leddy & Holmes Limited. He is a Taxation Partner since 1999 and has been Managing Partner since 2006. Donal’s main area of expertise is taxation and he has over 25 years of experience in dealing with a broad range of taxation issues including all corporate tax issues as well as advising on acquisitions and disposals of companies and setting up of new businesses. He also has extensive experience of dealing with Revenue Investigations, audits and settlements. Donal advises on all areas of tax including Income Tax, Corporation Tax, VAT and Capital Gains Tax. His focus is to devise solutions and remove barriers for clients who are in the process of completing transactions.
This relates to all types of industries but particularly property, food and manufacturing and advice related companies.
Donal has lectured for the Irish Taxation Institute on Capital Gains Tax.
Mark is a partner with PKF O’Connor, Leddy & Holmes Limited and has spent the last thirty four years with the firm. During that time Mark has worked across a large number of client types and sectors, delivering a wide range of auditing services. He is a Fellow of the Association of Chartered Certified Accountants.
He is responsible for a number of large audit clients. The majority of his clients are concentrated in the manufacturing and professional services sectors, the latter being mainly engineering and architectural businesses.
He has developed considerable expertise in the area of the disposal/transfer of large family businesses and succession planning. This involves extensive consultation with our tax division on tax planning issues. It also involves detailed consultations with both the retiring shareholders and the new shareholders in the business. Many of these clients are now successfully trading as second generation businesses.
He has also worked extensively with start-up businesses in the preparation of business plans, projections and the raising of finance for such start-ups.
Mark is focused on ensuring that our clients have the best possible relationship with our firm and is responsible for ensuring that our team delivers a comprehensive range of services to a consistently high standard to our entire client base.
Susan Wylie is an audit partner with PKF O’Connor Leddy & Holmes Limited, Accountants & business advisers. She joined the firm in 1989, worked throughout the organisation and became partner in 2003.
Susan is one of the partners responsible for overseeing the audit & assurance side of the practice and specialises in providing services to a diverse range of clients ranging from multinational and corporate clients to start-up and owner managed businesses.
Susan has significant experience in working with clients in a variety of sectors including Wholesale & distribution, Retail, Technology, Manufacturing, Property development, Aircraft parts leasing, Professional services and the Charity sector.
Relevant Skills & Experience
Susan oversees the provision of auditing services to clients under Irish GAAP and IFRS, for domestic companies, Irish subsidiaries of multinational groups and Irish holding companies with foreign subsidiaries abroad.
Over the years Susan has also gained experience in accounting, managements accounts, personal & corporate taxation and Irish company law. This experience has assisted both international and domestic companies during start up, acquisition and growth phases. Susan also acts for a number of legal firms providing Law Society Reports under Irish Law Society Regulations.
Susan has delivered CPD lectures internally and externally on Auditing and other related matters.
FCCA (Fellow of the Association of Chartered Certified Accountants)
Susan holds an Audit Certificate issued by the Association of Chartered Certified Accountants.
David is an Audit Partner with PKF O’Connor, Leddy & Holmes Limited.
He provides audit, accounting and outsourcing services to a broad range of the firm’s clients, particularly to large corporates and the SME sector.
Internationally focused with significant experience in US GAAP and US GAAS, David’s clients include a number of large multinational groups which he manages in conjunction with our PKF offices across the world. David also has extensive experience in the preparation of financial statements under International Financial Reporting Standards (IFRS).
David’s particular areas of expertise are in the technology and aircraft leasing sectors with a specific focus on supporting FDI from the US and the UK. In addition, David is part of an outsourced accounting services team that supports domestic and international clients with their accounting requirements.
A Belfast native, David holds an Accounting and Finance degree from the University of Ulster. He is a member of Chartered Accountants Ireland (CAI) and the Irish Taxation Institute (ITI). He has also served as a lecturer and examiner for a number of Ireland’s leading accountancy bodies and is currently the Chair of the Consortium Group that has overseen the introduction of the Accounting Technician Apprenticeship in the Republic of Ireland.
Catherine is a tax partner and leads the Private Client and VAT Department. She joined the firm in 2000 and has been a tax partner since 2007. Catherine is a Chartered Tax Adviser and a Chartered Accountant. She graduated from Dublin City University with a B.A in Accounting and Finance.
Catherine has 20 years experience in providing tax advice. Her particular areas of expertise would include:
- Retirement Planning
- Succession Planning
- Structuring Property transactions
- VAT on property transactions
- Employee Share Rewards
She devises solutions and provides her clients with comprehensive tax enabling them to realise the full tax implications of the transaction. Catherine has delivered CPD lectures on various tax areas to include Retirement & Succession Planning and VAT on property transactions.
Declan de Lacy
E-Mail: [email protected] Specialisation: Corporate Advisory and Insolvency
Declan is a partner with PKF O’Connor, Leddy & Holmes. He joined the firm in 2012 and leads the firm’s Corporate Recovery Department. Declan is a Chartered Accountant and has degrees in both economics and law. Declan was appointed a Peace Commissioner in 2006 by the Minister for Justice, Equality and Law Reform. Declan was made partner in 2017.
Declan has more than ten years experience in corporate finance and corporate recovery. He has assisted clients from a broad range of sectors with strategic planning, restructuring, project appraisal, and project finance. He has undertaken numerous formal insolvency assignments including receiverships and liquidations. He has also been engaged by lenders to conduct examinations of borrowers affairs and to advise on whether or not to provide additional financial support.
The advisory assignments that Declan has undertaken involved a broad range of sectors including property & construction, hotels and leisure, the motor trade, and retail.
The corporate restructuring assignments that Declan has undertaken involved preparing restructuring proposals, negotiating with banks and other creditors, and helping clients to implement the changes proposed.
Declan has written extensively and delivered CPD lectures on corporate restructuring and insolvency.
Declan has extensive international experience and has advised on projects in locations as diverse as South America, the Caribbean, and Africa. Whilst undertaking international assignments
Declan has developed a detailed understanding of structuring complex transactions across multiple jurisdictions.
Declan also has broad experience in the preparation and audit of financial statements and holds an auditing certificate issued by the Institute of Chartered Accountants in Ireland.
Articles by Declan de Lacy
Neal McGroarty is a Corporate Finance Partner with PKF O’Connor Leddy & Holmes Limited and leads the Corporate Finance Department. Neal joined the firm in 2017 and has been involved in advising clients across a wide range of sectors. Neal is a Chartered Accountant, holds a degree in Applied Mathematics, Professional Diploma in Accountancy and a Diploma in Corporate Finance.
Neal’s experience extends to transactions across a wide range of sectors, both domestically and internationally. He has significant transactional experience within healthcare, retail, infrastructure, utilities, hospitality, ICT and software, FMCG and aircraft leasing.
His skill set includes M&A, investment appraisals, fundraising, due diligence, business planning, financial models and strategic reviews for both domestic and internationally opportunities.
Neal aims to provide clients with a clear view of the operational, commercial and financial requirements associated with corporate finance transactions.
Liam Farrell leads the PKF Business Services Department having previously worked within our Assurance and Advisory department. In over fifteen years working with small and medium sized practices, Liam has developed an extensive knowledge of accounts, audit, taxation, company secretarial and business planning.
He has worked on the affairs of newly established to multi-national listed clients, across many sectors of the Irish Economy including professional, manufacturing, retail, franchising, construction & rental and hotel & leisure sectors. Liam has also gained significant experience with the particular requirements of Not For Profit entities including Charities, Schools and Property Management Companies.
Liam has lectured externally on the implications of the 2009 Charity Act and internally on accounting and compliance matters.
Relevant skills & experience :
- Liam has designed many accounting systems and internal controls for clients in order that they can be compliant with accounting rules and tax legislation without detracting from their core business
- Liam has provided training and advisory support during the implementation phases, helping clients to transition workflows and reinforcing new behaviours.
- Liam can work with you in the development of business plans, projections and determining the future needs of your business.
Accounts & Tax Compliance
- Working with small and medium sized clients Liam takes an active role in the preparation of annual accounts and will deal with all your tax and companies office compliance needs.
- Liam also works with clients who require more frequent financial information on the performance of their business and he would be delighted to tailor our services to suit your needs.
B Comm UCD, 1996
Shane leads the firm’s Corporate Tax Department. With over eight years’ experience in corporate tax consultancy and compliance, Shane has developed a comprehensive portfolio of indigenous Irish businesses and multinational organisations as clients in a broad range of sectors.
Shane has delivered advises on corporate tax structuring, mergers and acquisitions, transfer pricing planning and inward investment projects.
He has published extensively on corporate taxation, particularly in respect of the issues facing SMEs in planning for and dealing with revenue audits.
- Chartered Tax Advisor
- Chartered Accountant
Relevant skills & experience:
- Tax due diligence in relation to the purchase of an Irish subsidiary by a NASDAQ quoted company,
- Transfer pricing review for an organisation with operations in Ireland, UK, France, USA, Canada and Australia
- Research & Development tax credit submission for an organisation with €500m turnover
Shay oversees our Personal Tax Division based on over sixteen years’ experience. Having grown up in a small family business background, Shay’s perspective is particularly useful in providing tax advice to small business.
He has provided high level personal tax advice to CEO’s, owners of residential and commercial property and high net worth individuals. His particular expertise in the field of Revenue Audit’s for Income Tax, Capital Gains Tax, and VAT enables him to lead his team in conducting high quality Revenue Audit’s and dealing with Revenue queries.
Shay’s results driven approach ensures that his clients are best advised on the tax efficient methods that they have at their disposal to minimise their tax liability. Shay has written and lectured extensively in the area of personal tax.
Relevant Skills & Experience :
- Income Tax Returns prepared for self-assessed and PAYE individuals
- Personal Tax “health checks” completed and Personal Tax plan put in place for individuals
- Advice on Personal Tax Relief’s
- Advice on preparing for a Revenue Audit/Investigation
- Advice on how to deal with Revenue queries
- Advice to companies on all Personal Tax matters, PAYE/PRSI, BIK etc
B.A. St Patrick’s College of Education, Drumcondra, Dublin 9. Year: 1998
Postgraduate Dip. In Business Studies, National University of Ireland, Galway (NUIG) Year: 1999