6 Live Expert Masterclasses

Modelling Tax Equity

Our experts will provide a comprehensive understanding of tax equity through practical tasks and case study examples, all delivered over the course of six live masterclasses.

Lead instructor: Ed Bodmer

Duration: 6 weeks, Location: Online

Time commitment: 3 hours per week

Cost: USD2,800

enrolment closed

6 Live Expert Masterclasses

Modelling Tax Equity

Transform your financial analysis and modelling skills

Lead instructor: Ed Bodmer

Duration: 6 weeks, Location: Online

Time commitment: 3 hours per week

Cost: USD2,800

What is the Modelling of Tax Equity Course?

In this concise course, you'll obtain mastery over tax equity through hands-on tasks and exercises. You'll gain experience with different options in the Inflation Reduction Act, such as the direct transfer of the ITC and PTC, All delivered over the course of six live masterclasses.

You'll learn about U.S. tax rules, contract structures, and partnership tax law under the guidance of expert Ed Bodmer.

18 hours of live online teaching

(3 hours per week over 6 weeks)

Course Benefits

Master tax equity

The Course Is Designed To Help You Understand The Intricacies Of Tax Equity, From Structuring Deals To Identifying Risks And Opportunities.

Build your network

The Course Provides Opportunities To Connect With Other Project Finance Professionals, So You Can Expand Your Network And Learn From Your Peers.

Develop practical skills

These Practical Classes Are Designed With Real-World Examples And Case Studies, So You Can Immediately Apply What You've Learned To Your Work.

Certificate of completion

Once you've Completed The Course, You'll Receive A Certificate That Demonstrates Your Expertise In Tax Equity And Your Commitment To Professional Development.

Learn from a globally recognised industry expert:

ed Bodmer

Ed Bodmer, a veteran financial models expert teaching since the 90s, instructs the course. He authored "Corporate and Project Finance Model Theory and Practice," and is completing a more engaging second book on the magical aspect of finance theory and practice. His party trick? Tackling circular references without resorting to copy-paste macros.

WHERE OUR ALUMNI WORK:

What is the Modelling of Tax Equity course?

In this concise course, you'll obtain mastery over tax equity through hands-on tasks and exercises. You'll gain experience with different options in the Inflation Reduction Act, such as the direct transfer of the ITC and PTC, all delivered over the course of six live masterclasses.

You'll learn about U.S. tax rules, contract structures, and partnership tax law under the guidance of expert Ed Bodmer.

18 hours of live online teaching

(3 hours per week over 6 weeks)

Course Benefits

Master tax equity

The course is designed to help you understand the intricacies of tax equity, from structuring deals to identifying risks and opportunities.

Build your network

The course provides opportunities to connect with other project finance professionals, so you can expand your network and learn from your peers.

Our "Modelling Tax Equity" course equips you with practical skills and a deep understanding of tax equity. lt offers 18 hours of live online teaching, networking opportunities, and a certificate upon completion, validating your expertise and commitment to your professional development.

Develop practical skills

These practical classes are designed with real-world examples and case studies, so you can immediately apply what you've learned to your work.

Certificate of completion

Once you've completed the course, you'll receive a certificate that demonstrates your expertise in tax equity and your commitment to professional development.

Are you ready to lead?

Join the Modelling of Tax Equity course

Are you ready to lead?

Join the Modelling of Tax Equity course

Learn from a globally recognised industry expert:

ed Bodmer

Ed Bodmer, a veteran financial modelling expert teaching since the 90s, instructs the course. He authored "Corporate and Project Finance Model Theory and Practice" and is completing a more engaging second book on the magical aspect of finance theory and practice. His party trick? Tackling circular references without resorting to copy-paste macros.

Topic Overview

1) Tax Equity Overview and Model Review

2) Pre-Tax Cash Flow and Financial Statements

3) After-Tax Cash Flow and Financial Statements

4) Income Allocation and Cash Flow Distribution

5) Preferred Yield and PAYG

6) Computing Inside Basis and IRRs with Stranded Tax

7) Modeling the Deficit Reduction Obligation

8) Computing Outside Basis and Suspended Loss

9) Addition of Project Level Debt

10)Minimum Gain and Share Liabilities

11) Option to Sell Share to Developer

12) Back-Leverage Debt

13) Developer Fees, Other Issues, and Summary

Topics Overview

Key Dates:

Class 1 - Thursday 22nd June

Class 2 - Thursday 29th June

Class 3 - Thursday 6th July

Class 4 - Thursday 13th July

[break in the week of 17th July]

Class 5 - Thursday 27th July

Class 6 - Thursday 3rd August

You'll also get FREE Access to the Project Finance Institute community

42+

Hours of recorded project finance webinars

5000+

Project finance and PPP professionals have joined so far

1-3+

Monthly webinars

"Excellent courses. Each part is well explained. The facilitators explain each part so eloquently."

Jesse Nyokabi - Director

Quaise Energy Africa

Frequently Asked Questions

How is the course structured?

The course is structured into 6 live masterclasses, with each class covering different aspects of tax equity partnerships and financial analysis. The classes are conducted by an industry expert and provide a comprehensive understanding of the subject matter. Practical tasks and case study examples are included to enhance your learning experience.

Is this course suitable for beginners in financial analysis and modelling?

The course is designed for individuals with some prior knowledge and experience in financial analysis and modelling. It covers advanced topics related to tax equity partnerships and assumes a basic understanding of financial concepts. If you are new to financial analysis and modeling, it is recommended to gain some foundational knowledge before enrolling in this course.

Will I receive a certificate upon completing the course?

Yes, upon successful completion of the live classes and the multiple-choice test, you will be awarded the "Modelling of Tax Equity Course Certification". This certificate recognises your expertise in tax equity and demonstrates your commitment to professional development.

How much time do I need to commit to the course each week?

The course requires a time commitment of approximately 3 hours per week. This includes attending the live masterclasses, completing practical tasks, and reviewing case study examples. The flexible online format allows you to schedule your learning around your other commitments.