TAXAND TRAINING: TAXAND SENIOR INTERNATIONAL TAX

TAXAND TRAINING: TAXAND SENIOR INTERNATIONAL TAX SCHOOL 2012
AGENDA
October 21-24, 2012
Gran Melia Don Pepe Hotel
C./ Jose Melia, S/n
Marbella 29600 – Spain
Course Coordinator:
Course Instructors:
Tiago Cassiano Neves (Portugal)
David Cordoba (Luxembourg), Felipe González (Spain), Jaime
Sol (Spain), Pedro Fernandez (Spain)
SCHOOL OVERVIEW
Outline: This senior course is designed to provide participants with an interactive discussion forum on
inbound/outbound tax planning issues, insight into the application of anti-avoidance provisions, recent
developments affecting MNE and their employees. The technical sessions (complemented with supplementary
material such as case law and related articles) are coupled with practical sessions on which the focus is
interactive presentation and discussion of cases. The course includes also a case study that will be presented
in the final day by each group of participants.
Registration requirements
 Taxanders: 5-7 years experience, working knowledge on international tax (not partner level)
 Each participant prepares 1 presentation covering international tax structuring idea (outbound
or inbound) or recent case law case of interest from their jurisdiction covering cross-border
issues (maximum 2 slides per idea/case – covering basically what and why is relevant)
 Reading materials (will be provided soon)
Sunday, October 21
20:30 - late
© Taxand Economic Interest Grouping 2012
Registration & Welcome Cocktails
Cappuccino Bar
(promenade in front of hotel)
Groupement d’intérêt économique - RCS : C 68
1B, Heienhaff - L – 1736 Senningerberg (Luxembourg)
Banque et Caisse d’Epargne de l’Etat, Luxembourg
IBAN LU49 0019 2855 1871 6000, BIC : BCEELULL
VAT identification : LU 220 135 38
Monday, October 22
Program
Content
Room
07:00 – 08:30
Buffet Breakfast
Restaurant
08:30 – 09:15
Welcome & Living the Taxand Brand
Bellavista
09:15 – 10:00
(Technical session)
“Back to the basics” and key and
emerging concepts - case study outline
(Tiago Cassiano Neves)
Azul
10:00 – 11:00
(Technical session)
Outbound tax structuring: goals and
issues
(David Cordoba)
Azul
11:00 – 11:30
Coffee Break
Garden / Mezzanine
11:30 – 12:00
Outbound tax structuring (continued)
Azul
12:00 – 13:00
(Technical session)
Inbound tax structuring: goals and issues
(Felipe González)
Azul
13:00 – 14:00
Buffet Lunch
Restaurant
14:00 – 15:00
(Technical session)
Inbound tax structuring (continued)
Azul
15:00 – 16:30
Tax Planning in the current environment –
an advisor perspective
(Pedro Fernandez)
Azul
16:30 – 17:00
Coffee Break
Garden / Mezzanine
17.00 – 18.00
(Practical session)
Country presentations
Azul
(18:00 – 19;00)
(case study discussion)
(Azul, Picasso IV)
19:00 – 20:30
Drinks & team activity
Garden / Mezzanine
20:30
Dinner
Restaurant
© Taxand Economic Interest Grouping 2012
Groupement d’intérêt économique - RCS : C 68
1B, Heienhaff - L – 1736 Senningerberg (Luxembourg)
Banque et Caisse d’Epargne de l’Etat, Luxembourg
IBAN LU49 0019 2855 1871 6000, BIC : BCEELULL
VAT identification : LU 220 135 38
Tuesday, October 23
Program
Content
Room
07:30 – 09:00
Buffet Breakfast & case study group
preparation
Restaurant
09:00 – 11:00
(Technical session)
OECD Current Agenda on Tax
Conventions: From Beneficial Ownership
to resolution of tax treaty disputes
(Tiago Cassiano Neves)
Azul
11:00 – 11:30
Coffee Break
Garden / Mezzanine
11:30 – 13:00
(Practical session)
Intra-group financing activities: issues and
discussion
(David Cordoba, Felipe González)
Azul
13:00 - 14:00
Buffet Lunch
Restaurant
14:00 – 15:30
(Technical session)
General & Special Anti-Avoidance Rules
under tax treaties – national approaches
(Tiago Cassiano Neves, David Cordoba,
Felipe González)
Azul
15:30 – 16:00
Coffee Break
Garden / Mezzanine
16:00 – 17:30
(Technical session)
Tax treaty issues of international mobility
for employers and employees
(Jaime Sol)
Azul
17:30 – 18:30
(Practical session)
Case Study Preparation
Azul, Picasso IV
19:30
Transfer to Dinner outside
Hotel Lobby
© Taxand Economic Interest Grouping 2012
Groupement d’intérêt économique - RCS : C 68
1B, Heienhaff - L – 1736 Senningerberg (Luxembourg)
Banque et Caisse d’Epargne de l’Etat, Luxembourg
IBAN LU49 0019 2855 1871 6000, BIC : BCEELULL
VAT identification : LU 220 135 38
Wednesday, October 24
Program
Content
07:00 – 09:00
Buffet Breakfast & case study group
preparation
09:00 – 11:00
(Practical session)
Recent developments: Selected tax
treaty and ECJ case law
(Tiago Cassiano Neves, David Cordoba,
Felipe González)
Azul
11:00 – 11:30
Coffee Break
Garden / Mezzanine
11:30– 12:30
Case study presentations
Azul
12:30 – 13:30
Lunch
Restaurant
© Taxand Economic Interest Grouping 2012
Room
Groupement d’intérêt économique - RCS : C 68
1B, Heienhaff - L – 1736 Senningerberg (Luxembourg)
Banque et Caisse d’Epargne de l’Etat, Luxembourg
IBAN LU49 0019 2855 1871 6000, BIC : BCEELULL
VAT identification : LU 220 135 38