The Course Content
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