Tax Equity Course Content
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.
Course Outcomes
Tax equity concepts
Best practice modeling techniques for U.S. taxation, partnership allocations, tax capital accounts and HLBV accounting
High-level introduction to sale leaseback and inverted lease/pass-through structures
Register your interest in our online courses
Share this Course
Course Previews
These videos are course samples from the tax equity modeling course.
OUR BLENDED LEARNING COMBINING IN-CLASS AND ONLINE MATERIAL ENSURES THAT WE TEACH MORE AND YOU LEARN MORE.
Course Portfolio | Region | Course Delivery | Start Date | Price | Register/Enquire |
---|---|---|---|---|---|
Tax Equity Modeling | All | Online Self Paced | Available Now | USD 900 | Register |
Tax Equity Modeling | All | Live Streaming | January 2024 | Contact Us | Reserve a place |
Tax Equity Modeling | All | Live Streaming | November 2,2023 | FULL | Register |
Tax Equity Modeling | All | Inhouse Tailored | On Request | Contact Us | Request proposal |
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%.
- 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).
- Membership to the Pivotal180 alumni network.
- Course completion certificate.
- 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
- Important for 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 mis-fortune of taking over a deal tax equity model
Section | Overview |
---|---|
Pre-requisites |
|
Pre-course material |
|
Tax Incentives and Restrictions |
|
Partnership Concepts |
|
Partnership Modeling |
|
GAAP Accounting |
|
Capital Structure |
|
Market Conditions |
|
Returns |
|
Core outputs |
|
Optimizing a tax equity model |
|
Pre-requisites
-
- 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.
- This course also assumes prior knowledge of advanced Excel functions and techniques as well as best practice modeling skills
- Knowledge of project finance pass-through entities, generation and operations of renewables projects, and tax calculations recommended (covered in recommended course above)
Equipment Required
Area | Items Needed |
---|---|
Online Course | Computer, 2 screens preferable, Microsoft Excel |
Public Session | Laptop & Power cord |
Public courses run from 9am – 5.30pm at a location to be confirmed post registration
Live streaming are 2.5 hour live sessions for 1-2 days a week over a 3-5 week period
Live streaming classes start at 11am New York time, so are accessible to most people in the Americas, Africa, and Europe
Online course has over 16 hours of content and will take about 26 hours to complete if you do it from start to finish
Range | Amount |
---|---|
>4 weeks before the course | Full Refund |
1-4 weeks before the course | 50% Refund |
<1 week before the course | No Refund |