Benchmarking and Valuation

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The Transfer Pricing Benchmarking and Valuation course provides an in-depth analysis of all aspects related to pricing, benchmarking, and valuation of different types of transactions. This intermediate-level course provides practical tools, roadmaps and step by step approaches to tackle the different areas of benchmarking and valuation.

Topics Covered

  • Roadmap for conducting a transfer pricing comparability analysis
  • Identifying comparables – tangible assets and intragroup services
  • Identifying comparables – financing transactions and intangible assets
  • Comparability adjustments and determining the range
  • Pricing of loans and guarantees
  • Valuation of intangibles
  • Valuation of intangibles (continued)

Learning Objectives

Skills practiced and developed during the course include:

  • Identifying the nine steps in conducting a comparability analysis
  • Defining the importance of conducting a proper comparability analysis
  • Assessing the impact of COVID-19 on comparability
  • Enumerate different approaches to designing a search strategy involving tangible goods, services, intangibles, and financing
  • Discussing the use of different valuation approaches for intangibles
  • Identifying the different types of comparability adjustments and a step-by-step approach to calculate working capital adjustments

Who Should Participate

The course is open for all; however, it would be highly beneficial for:

  • Tax lawyers from law/and or accounting firms
  • Tax/TP managers of law/accounting firms
  • Tax/TP managers/directors of MNEs
  • Finance manager/controllers/treasury managers of MNEs
  • Tax inspectors from tax administrations

Recommended prerequisites (for guidance only) and advance preparation

No advance preparation is necessary. All required study material is provided within the online training.

Total Study Time and Access Period

Access to the online course is granted for a period of 2 months, from the date of ordering or the indicated start date.

Mandatory course activities: 10 hours 11 min

All mandatory course activities can be completed within the access period by dedicating approx. 1 hour 15 min of study per week. Please note that study materials included in the course or certificate programme will be accessible for the duration of the access period only. Non-mandatory supplementary material is also provided in this course.

Continuing Professional Education (CPE)

We recommend you check with your respective accrediting organizations to determine the eligibility of CPE credits.

International Bureau of Fiscal Documentation (IBFD) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Recommended NASBA CPE credits for this course is: 11

FAQ

See our FAQ section for more information. Regarding administrative policies such as complaint, cancellation or refund, please refer to our Terms and Conditions or contact us at info@ibfd.org

Additional Information

Field of study: Taxes

Delivery format: Online - QAS Self Study

Course Last Reviewed: This course was last reviewed in March 2023

Disclaimer

Please note that the content of this online course is subject to change based on updates in industry standards, regulatory requirements, and other developments. We strive to provide the most accurate and current information; however, we recommend verifying any critical details independently.