Tax Equity Modeling

Build a Tax Equity financial model from scratch 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.

Who should attend:

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

Course delivery options:
This tax equity modeling course can be completed numerous ways, including:

• Self-paced, online – complete this course online at your own pace.
  • Learn more about our online training here
• Live streaming – join with other professionals in a small group environment to complete this course.
  • Learn more about our live streaming training here
  • See our course schedule for upcoming course dates
• Inhouse – this course can be customized to address the unique challenges that your team or organization face.
  • Learn more about our customized training here

Why trust Pivotal180 with your professional development?

There are many reasons why we stand out from other firms, but the following is what makes us particularly unique:

• Pivotal180 is focused exclusively on teaching. Institutional and human capacity building is not a side business. It is core
• Daniel Gross and Haydn Palliser (both Ivy League Professors) personally lead all Pivotal180 training courses
• We have led deals. 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 the top advisors, developers, lenders, and funds across the world.
• We tailor our financial modeling and training courses more than anyone else in the market, to meet your needs
• Our blended solution includes 12 months of access to our online courses, such that your team can review concepts AND dive deeper into topics we do not have time to cover in class.

Our courses are not limited to financial modeling and best practices in Microsoft Excel.  We are committed to explaining how the numbers align with underlying financial and engineering concepts, transaction structures, legal documentation, market conditions and risk management approaches. We don’t just teach how to build models. We teach how to transact.