Tax Equity and Hybrid Finance Modeling Course Content
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.
This is an advanced course and we strongly recommend completing our Renewable Energy Project Finance Modeling first. The Tax Equity course assumes knowledge of (1) the initial grounding in best practice modeling techniques and (2) some of the tax concepts introduced in the Renewable Energy Project Finance Modeling course (“REPFM”). The Tax Equity course goes deep into tax capital accounts, deficit restoration obligations, stop loss allocations, and HLBV accounting. None of which is contained in REPFM
Tax Equity and Hybrid Modeling In-House
Tax Equity and Hybrid Modeling Live Streaming
Tax Equity and Hybrid Modeling Live Streaming
Tax Equity and Hybrid Modeling Live Streaming
Tax Equity and Hybrid Modeling Online
| SECTION | OVERVIEW |
|---|---|
| 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
This course will benefit the following people:
- This course is best suited to people with experience in the sector, however those who have completed our Renewable Energy Project Finance Modeling course with a keen interest in tax equity are encouraged to join the tax equity course
- Foreign investors looking to understand the US market
- Analysts, associates, vice presidents and banks, funds, investors, developers and operating entities needing to understand the complexity of tax equity
- CFOs or other finance team members of operating entities who have the misfortune of taking over a deal tax equity model
Why trust Pivotal180 with your professional development?
- Pivotal180 is focused exclusively on teaching. Institutional and human capacity building is not a side business.
- Senior practitioners with real experience lead Pivotal180 training courses
- Our understanding is from practical transactional experience, not from reading about it or hearing about it from senior people on our team
- We have trained top advisors, developers, lenders, and funds across the world.
- We tailor our courses more than anyone else in the market, to meet your needs
- Our blended solution of instructor led and online training includes 12 months of access to our online courses
Contact us for on-site or on-campus pricing and options.
The cost of the online course will be credited to you if you join a public or live streaming session within 12 months of purchase.
Discounts provided off the full course prices.
- Students and non-profits are eligible for a discount of 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%.
Cancellation Policy for Public Courses
- 4 weeks before the course: Full Refund*
- 1-4 weeks before the course: 50% Refund
- <1 week before the course: No Refund
*Refund is less any merchant fees incurred on payment
- 12 months access to our online material, including concept videos with transcriptions, lecture slides, downloadable spreadsheet examples.
- A complete step-by-step model walk-through using an annual model, and access to discussion forums for ongoing questions.
- A downloadable quarterly Tax Equity model
- Subscription can be extended annually post the first 12 months for $100 per annum.
- Lunch, tea & coffee at the venue (public session participants only).
- Course completion certificate.
- 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