The format of this course is a Live Webinar. A detailed set of instructions on the Live Webinar will be sent to you closer to date.
Note: You may also be interested in the ISCA Transfer Pricing E-Learning Series which is of a Foundational to Intermediate Level.
ISCA Transfer Pricing E-Learning series consists of 2 modules, namely:
- Transfer Pricing (Part 1) - Key Principles, Analysis and Methods (E Learning) (Course Code: TAX004i) - Click on the title for the programme details
- Transfer Pricing (Part 2): TP Documentation, Dispute Resolution and Risk Management (E Learning) (Course Code: TAX005i) - Click on the title for the programme details
Programme Objective
Transfer pricing documentation and benchmarking analysis are key when defending transfer pricing risks from tax authorities. However, the reality is that the theory and practice of preparing documentation and benchmarking analysis are very different, hence the importance of practical insights.
This seminar is designed to share practical knowledge through real life case studies about key aspects of managing transfer pricing risks. You will learn:
- Practical solutions on how to test related party transactions, including services, buy/sell transactions, intercompany loans with a case study using databases.
- How to ensure that your documentation and benchmarking analysis are ‘bullet-proof.'
- Practical tips to minimise risks related to benchmarking analysis to ensure you get it right
- How to implement benchmarking results correctly and examples of how the implementation can go wrong.
Programme Outline
Morning session
- Refresher covering key principles of preparing documentation
- The importance of functional analysis and characterisation of transactions
- Common mistakes in the preparation of functional analyses and how to get it right
- Principles and rationale for economic and benchmarking analysis
- Alternatives available for testing related party transactions, are databases the only option?
- Are searches and benchmarking analysis always required? How to identify exceptions?
Afternoon Session
- Hands on case study using databases
- How to test:
- service transactions
- buy/sell transactions
- intercompany loans
- Do and don’t’s when testing related party transactions
- How to identify ‘blind spots’ and key tips to minimise risks related to benchmarking analysis
- How to implement the results of benchmarking analysis
- Examples of how the implementation can go wrong.
Pre-requisites
Please take note of the following admission requirements:
- Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
- Mandatory for video camera to be turned on throughout the course
- Display your official name (as per NRIC) in Zoom, to facilitate attendance taking
Training Methodology
Lecture style, with Case Studies and examples. Participants can actively contribute and submit questions before the seminar.
Closing Date for Registration
1 week before programme or until full enrolment
Intended For
An Intermediate level program. The program is suitable for professionals involved in tax, transfer pricing or cross-border taxation including: CFOs, financial controllers, senior tax managers, accountants/auditors and finance professionals who are advising or are in-charge of tax or transfer pricing strategy or are responsible for implementing and managing tax or transfer pricing risks as part of their roles.
Competency Mapping
Others = 7.00 Hours
Schedule & Fees
Date & Time
27 Sep 2023 (9:00 AM - 5:00 PM)
Fee (inclusive of GST)
For Members:
$ 306.72
For Non-Members:
$ 368.28
Programme Facilitator(s)
Adriana Calderon
Venue
Online Classroom in or outside of
Singapore
Testimonial
Funding
1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members.
To find more on the UTAP funding and support validity period please click here.
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008
Programme Facilitator(s)
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Adriana Calderon
(LLB, M.Int.Tax., Dip.Acc)
Adriana is the co-founder of Transfer Pricing Solutions Asia. She has extensive international experience with Big Four and mid-tier firms advising multinational companies in the areas of corporate and international taxation across South America, the US, Australia and the Asia Pacific Region. As a Transfer Pricing practitioner, Adriana has advised companies in the Asia Pacific Region across various industries and in a wide range of projects associated with planning, compliance and dispute resolutions with tax authorities. She has also participated in specialised projects involving pricing of financial transactions, business restructures and negotiation of APAs. Most recently, she has participated in transfer pricing planning projects to implement BEPS’s Action Plan and country-by-country reporting.
Adriana also enjoys teaching and is a regular speaker and facilitator of Transfer Pricing seminars and workshops. She is a transfer pricing trainer for the Institute of Singapore Chartered Accountants and Singapore Institute of Accredited Tax Professionals. Adriana has also facilitated training sessions for CFOs, tax teams of large companies and consultancies, and tax executives at the Australian Taxation Office.
The format of this course is a Live Webinar. A detailed set of instructions on the Live Webinar will be sent to you closer to date.
Note: You may also be interested in the ISCA Transfer Pricing E-Learning Series which is of a Foundational to Intermediate Level.
ISCA Transfer Pricing E-Learning series consists of 2 modules, namely:
- Transfer Pricing (Part 1) - Key Principles, Analysis and Methods (E Learning) (Course Code: TAX004i) - Click on the title for the programme details
- Transfer Pricing (Part 2): TP Documentation, Dispute Resolution and Risk Management (E Learning) (Course Code: TAX005i) - Click on the title for the programme details
Programme Objective
Transfer pricing documentation and benchmarking analysis are key when defending transfer pricing risks from tax authorities. However, the reality is that the theory and practice of preparing documentation and benchmarking analysis are very different, hence the importance of practical insights.
This seminar is designed to share practical knowledge through real life case studies about key aspects of managing transfer pricing risks. You will learn:
- Practical solutions on how to test related party transactions, including services, buy/sell transactions, intercompany loans with a case study using databases.
- How to ensure that your documentation and benchmarking analysis are ‘bullet-proof.'
- Practical tips to minimise risks related to benchmarking analysis to ensure you get it right
- How to implement benchmarking results correctly and examples of how the implementation can go wrong.
Programme Outline
Morning session
- Refresher covering key principles of preparing documentation
- The importance of functional analysis and characterisation of transactions
- Common mistakes in the preparation of functional analyses and how to get it right
- Principles and rationale for economic and benchmarking analysis
- Alternatives available for testing related party transactions, are databases the only option?
- Are searches and benchmarking analysis always required? How to identify exceptions?
Afternoon Session
- Hands on case study using databases
- How to test:
- service transactions
- buy/sell transactions
- intercompany loans
- Do and don’t’s when testing related party transactions
- How to identify ‘blind spots’ and key tips to minimise risks related to benchmarking analysis
- How to implement the results of benchmarking analysis
- Examples of how the implementation can go wrong.
Pre-requisites
Please take note of the following admission requirements:
- Trainings will be conducted on Zoom platform, thus video camera and microphone are compulsory
- Mandatory for video camera to be turned on throughout the course
- Display your official name (as per NRIC) in Zoom, to facilitate attendance taking
Training Methodology
Lecture style, with Case Studies and examples. Participants can actively contribute and submit questions before the seminar.
Closing Date for Registration
1 week before programme or until full enrolment
Intended For
An Intermediate level program. The program is suitable for professionals involved in tax, transfer pricing or cross-border taxation including: CFOs, financial controllers, senior tax managers, accountants/auditors and finance professionals who are advising or are in-charge of tax or transfer pricing strategy or are responsible for implementing and managing tax or transfer pricing risks as part of their roles.
Competency Mapping
Others = 7.00 Hours
Programme Facilitator(s)
Adriana Calderon
(LLB, M.Int.Tax., Dip.Acc)
Adriana is the co-founder of Transfer Pricing Solutions Asia. She has extensive international experience with Big Four and mid-tier firms advising multinational companies in the areas of corporate and international taxation across South America, the US, Australia and the Asia Pacific Region. As a Transfer Pricing practitioner, Adriana has advised companies in the Asia Pacific Region across various industries and in a wide range of projects associated with planning, compliance and dispute resolutions with tax authorities. She has also participated in specialised projects involving pricing of financial transactions, business restructures and negotiation of APAs. Most recently, she has participated in transfer pricing planning projects to implement BEPS’s Action Plan and country-by-country reporting.
Adriana also enjoys teaching and is a regular speaker and facilitator of Transfer Pricing seminars and workshops. She is a transfer pricing trainer for the Institute of Singapore Chartered Accountants and Singapore Institute of Accredited Tax Professionals. Adriana has also facilitated training sessions for CFOs, tax teams of large companies and consultancies, and tax executives at the Australian Taxation Office.