Course Content
Financial modeling is a critical yet often underappreciated skill, essential for success in corporate finance and business. Whether you’re launching a new venture, managing operations, or evaluating “what-if” scenarios through sensitivity analysis, the ability to create a robust financial model is indispensable. Your boss, clients, or investors will demand professional and reliable forecasts that inspire confidence.
This course teaches participants how to Build a Tax Equity financial model using a US renewable energy project as a case study. This is an intensive course providing an overview of the tax equity structures commonly used in U.S. renewable energy investments, with a focus on the development of a financial model. In this course you will be exposed to many areas of tax equity such as: Tax equity and Back leverage concepts, IRA, Depreciation, tax credits and inside and outside basis.
In contrast to Renewable energy project finance modelling. The Tax Equity course goes deep into tax capital accounts, deficit restoration obligations, stop loss allocations, and HLBV accounting.
Tax Equity & Hybrid Modeling In-House
Tax Equity and Hybrid Modeling Live Streaming
Tax Equity and Hybrid Modeling Online
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PRE-REQUISITES
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PRE-COURSE
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PROJECT BENEFITS FROM DEPRECIATION, TAX CREDITS, AND CASH
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INTRODUCTION TO TAX EQUITY AND BACK LEVERAGE CONCEPTS
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INITIAL TAX EQUITY MODEL
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INSIDE BASIS
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OUTSIDE BASIS
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CAPITAL ACCOUNTS, TAX EQUITY SIZING AND FMV
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TAX EQUITY SIZING REVIEW
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INFLATION REDUCTION ACT
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- Self-paced, online
- Complete this course online at your own pace.
- Learn more or register today online training
- Live streaming
- Join virtually with other professionals in a small group environment to complete this course.
- Learn more about our live streaming training
- See our course schedule for upcoming course date
- In Person
- Join at a venue with other professionals in a small group environment to complete this course.
- Learn more about our in-person training
- See our course schedule for upcoming course date
- Inhouse
- This course can be customized to address the unique challenges that your team or organization face.
- It can delivered via live streaming or in-person
- Learn more about our customized training
We do recommend taking our Renewable Energy Project finance modeling course prior to this course OR people with experience in the sector. Analysts, associates & vice presidents at banks, funds, investors, developers, and operating entities with a keen interest in tax equity are encouraged to join the tax equity course.
If you are a Foreign investor looking to understand the US market or a CFOs or other finance team members of operating entities who have the misfortune of taking over a deal tax equity model we encourage you to join!
Why Trust Pivotal180 for Your Professional Development?
Pivotal180 is a global leader in teaching financial modeling and corporate finance. Unlike firms where training is a side business, we are exclusively focused on delivering world-class education. Our courses are led by senior practitioners with deep, practical transactional experience, not just theoretical knowledge. We have trained top advisors, developers, lenders, and funds worldwide, helping them master concepts like discounted cash flow (DCF) analysis, leveraged buyout models, and financial planning for business units.
Our training approach is uniquely tailored to your needs. We offer a blended learning solution, combining instructor-led training with 12 months of online access to our comprehensive materials, including lecture slides, DCF analysis tools, and downloadable spreadsheet models. This ensures continuous learning and support long after the course is completed.
Cancellation Policy for Public Courses
- 4 weeks before the course: Full refund (less any merchant fees).
- 1-4 weeks before the course: 50% refund.
- Less than 1 week before the course: No refund.
Contact Us for On-Site Pricing and Options
Explore tailored training options for your team. Whether you need foundational courses in corporate finance or advanced lessons on initial public offering (IPO) models, our experts deliver customized training solutions to meet your needs.
Invest in your future and master financial modeling with Pivotal180 today!
Discounts provided off the full course prices.
- Students and non-profits are eligible for a discount of up to 50% (no other discounts may be added to this).
- Online course price for students and non-profits is $450.
- Student are not eligible, to renew their subscription and the license will expire after 12 months
- Other discounts
- Group booking of 3 or more people – 15% Price per person for online group bookings is $765.
- Early bird (interactive online sessions only) if book 8 weeks before the course – 10%.
*Refund is less any merchant fees incurred on payment
- Course Completion Certificate: Validates your expertise in financial modeling.
- 12-Month Online Access: Continue to refine your skills with our resources and materials.
- Pivotal180 Communities: Join an active network of professionals for ongoing discussions and insights.
- Course Requirements: Basic Excel knowledge, a computer or laptop, and a power cord.
- It is strongly recommended you have completed the Renewable Energy Project Finance Modeling Course (either as a public session or online) prior to taking this course. If you haven’t completed this recommended course, please speak with us to determine if the course is appropriate for you.
- Knowledge of project finance pass-through entities, generation and operations of renewables projects, and tax calculations recommended (covered in recommended course above)
- Best practice modeling skills
- Advanced knowledge of, and access to Excel
- Computer/Laptop (two monitors is preferrable)
- Power Cord