COMPREHENSIVE TAX EQUITY MODELING PROGRAMS
Our tax equity courses provide specialized training in US renewable energy tax structures, partnership allocations, and advanced modeling techniques. Learn from practitioners with hands-on tax equity deal experience.
TAX EQUITY COURSES AVAILABLE
Tax Equity Essentials
Strategic course for managers, executives, and dealmakers new to tax equity seeking comprehensive understanding of transaction processes and market dynamics. Covers practical deal execution, documentation, and negotiation tactics with battle-tested playbooks from industry practitioners.
Key Learning Outcomes:
- Understand tax equity market structure, investor universe, and capital stack positioning
- Execute professional tax equity capital raises with detailed timeline and process management
- Develop compelling project teasers, CIMs, and due diligence materials for investor presentations
- Navigate tax equity documentation including term sheets, ECCA, LLCA, and sponsor guaranties
- Apply Inflation Reduction Act provisions including transferability and hybrid structure opportunities
- Structure downside protections, back leverage, and partnership flip mechanisms for optimal deal terms
Tax Equity & Hybrid Financial Modeling
Intensive course for analysts, associates, and vice presidents seeking comprehensive tax equity modeling expertise for US renewable energy investments. Covers advanced partnership structures, HLBV accounting, and complex tax capital account analysis with real-world transaction experience.
Key Learning Outcomes:
- Build comprehensive tax equity financial models using US renewable energy case studies
- Model disproportionate partnership allocations, flips, and back leverage structures
- Calculate inside basis s704(b) capital accounts and deficit restoration obligations
- Analyze outside basis impacts, suspended losses, and s754 step-up depreciation
- Structure tax equity sizing with circularity resolution and Fair Market Value adjustments
- Apply Inflation Reduction Act provisions including tax credit transferability and hybrid structures
Why Choose Pivotal180 for Tax Equity Training?
Redefining the standards for tax equity training
Unrivaled Experience
Trainers who have led deals, with decades of real experience in project finance, energy and infrastructure.
More Than Just Excel Formulas
Understand the concepts behind the code, how to analyse deals, legal aspects, and what matters most in a transaction.
The Most Tailored Courses In The Market
Learn in context with the courses customised to reflect your business, industry and region in more depth than anyone else.
Access To Online Learning Platform
World-class, CPD-accredited online courses to dive deeper and continue learning beyond the classroom.
Dedicated To Training
Teaching is our exclusive focus, with over 3,000 students trained each year for some of the world's premier investors.
Current Pivotal180 Training Clients include:
Courses And Content For All Experience Levels
The most tailored training solutions in the market
Industry Related Courses
Fundamentals
Learn How and When You Want
IN-PERSON
- Full days of in-classroom learning
- Private and public classes
- Homework to ensure and deepen understanding
LIVE STREAM
- Shorter Zoom sessions over multiple weeks
- Public and private classes
- Small classes (max ~12)
- Homework + access to class recordings
ONLINE SELF-PACED
- Learn on your schedule
- CPD accreditedprograms
- Complete model walk-through + chapter quizzes
Client Testimonial
“The learning was invaluable and fascinating, both in finance and the renewable space. This is definitely the best course I have ever taken.”
Ready to Master Tax Equity?
Join thousands of finance professionals who have advanced their careers with Pivotal180's tax equity training.