Course Outline
Day One: Tax rates, Structure and Origin of Regulations
- The importance of taxes in business decisions
- Types of Taxes
- Basic Principles of Taxation
- Sources of Tax Laws
- Important Principles and Concepts in Tax Law
Class Activity: Group Exercises and Case Study Discussions
Day Two: Understanding the Framework of Strategic Tax Planning
- Identifying the SAVANT Framework
- Strategy
- Anticipation
- Value-Adding
- Negotiating
- Transforming
- Choosing a Legal Entity: Risk Management, Raising Capital, and Tax Management
- Applying SAVANT to Entity Choice : Specialized Legal Forms
Class Activity: Case Study Discussions
Day Three: Tax and Revenue Management: Operating the Firm
- Tax decisions and New Products and Product Improvement
- Company and Employee Tax Planning
- Market Penetration: Operating in different countries
- Financing Ongoing Operations and Tax Planning
- Financial Statement Analysis and Proactive Tax Planning
Class Activity: Group Exercises and Case Study Discussions
Day Four: Tax Management and Changing the Original Form of the Company
- Analyzing different cases of Restructuring:
- Financial Restructuring
- Business Restructuring
- Legal Entity Restructuring
- Divestitures
- Selling Off Parts of the Business
- Selling a Business to an Outside Entity
- Analyzing different cases of Merger and Acquisition
- Some General Tax Rules
- Tax Free Mergers and Acquisitions
- Statutory Mergers and Consolidations
- Taxable Mergers and Acquisitions
Class Activity: Group Exercises and Case Study Discussions
Day Five: Tax and Revenue Management for Multinational Corporations: Trends and Challenges
- Tax and Revenue Management strategies, namely:
- The use of flow-through entities for divestitures
- The use of flow-through entities for acquisitions
- Liquidations of a subsidiary
- The sale of a subsidiary
- Bankruptcies
- New trends and challenges in today's economies
Class activity: Group exercises and case study discussions