Tax Aspects of Fund Structuring and Acquisition Techniques

Amsterdam, 21 - 23 June 2010
Level: Intermediate
Price: € 1,600 ($2,000) - Price for full IBFD Members: € 1,280
Course code: OC10FSAT1
Download the course program

Overview and Learning Objectives

This course is designed to provide participants with an in-depth analysis of the legal and tax issues related to private equity and venture capital. More specifically, it describes the legal and tax aspects that have to be taken into account in making the investment decision and it gives a detailed overview of the structures and techniques used in daily practice.

The course is articulated into two and a half days. After a general introduction and analysis of the applicable legislation, Day 1 is dedicated to the tax aspects of fund structuring, focusing on tax treaties and EC law. Day 2 deals with the most-commonly used acquisition techniques and post-acquisition tax planning tools and Day 3 deals with the indirect tax aspects of fund structuring and anti-avoidance rules. The course will be interactive, with case studies to enable participants to gain confidence in applying the skills acquired during the course. The course will be taught by experienced international practitioners specialized in the field of private equity and venture capital.

Who Should Attend?

The course represents an ideal instrument for private investors, fund managers, lawyers, tax consultants and professionals in general who wish to gain a complete understanding on fund structuring and acquisition techniques.

Course Level and Prerequisites

This is an intermediate level course. Participants should be familiar with the structure of tax treaties and their allocation rules in addition to the domestic law of at least one country, in particular as it relates to cross-border situations.

Click here for more information about the course levels.

Advanced Preparation

In order to participate in this particular course, no advanced preparation is necessary. However, for some courses, suggested reading materials may be made available on our online platform a few weeks before the start of the course.

Topics Covered

Analysis of the Relevant Legislation
Private Equity and Venture Capital: Legal and Tax Framework
Tax Aspects of Fund Structuring
Acquisition Tax Planning
Post-Acquisition Tax Planning Tools
Indirect Taxes
Anti-Avoidance Rules

Instructors

(Click on the instructor's name to see the biography)

Interactive Course - "Group Live"

To safeguard the interactive nature of the course, including group discussions and case studies, a maximum of 30 participants will be accepted. Early registration is therefore recommended.

Continuing Professional Education

Recommended CPE points for this course: 17 (in accordance with the standards of the National Registry of CPE points, CPE credits are granted based on a 50-minute hour). Click here for more information on CPE points and accreditation for ITA courses.

General Course Information

Course Fee and Registration Details

The course fee of € 1,600 covers participation in the course, all course materials, lunch, coffee/tea and refreshments. The costs of accommodation and transport are not covered.
Click here for our payment details, terms and conditions and cancellation policy.

Registration

Contact

IBFD International Tax Academy
P.O. Box 20237
1000 HE Amsterdam
The Netherlands
Tel.: +31-20-554 0160
Fax: +31-20-620 9397
E-mail: itacourses@ibfd.org