Legal & Tax Training

Managing Tax Losses and Restructurings within a Tax Consolidated Group

Key information

Prerequisites

  • Strong knowledge of corporate taxation
  • A solid understanding of the tax consolidation regime (equivalent level to our training ‘The Fundamentals of Tax Consolidation’) 

Target Audience

  • Corporate tax specialists
  • Consolidation managers and accounting managers
  • Auditors and management controllers
  • Chartered accountants
  • Anyone involved in group taxation matters 

Operational and training objectives

  • Understand the rules governing the offsetting of tax losses within a tax consolidated group (identification of thresholds conditions for offsetting)
  • Manage individual tax losses and tax group particularly in the event of a change in activity, perimeter or restructuring (enlarged basis)
  • Understand the mechanisms applicable to the exit of a company, reorganisations affecting one or more group member or restructurings impacting the group as a whole
  • Anticipate and control the tax consequences of such events (neutralisation / de-neutralisation mechanisms)
  • Manage filing obligations and master the key elements relating to exit agreements (e.g. compensation of exiting subsidiaries, management of post-exit tax audits) 

Managing Tax Losses and Restructurings within a Tax Consolidated Group

Our training course ‘Management of Tax Losses and Restructurings within a Tax Consolidated Group’ provides an in-depth analysis of the rules governing the offsetting and monitoring of tax losses within a tax consolidated group. It covers losses incurred prior to joining the group, losses generated during the consolidation period, as well as the overall tax group loss. 

Educational and technical resources

Educational resources

Pedagogical processes 

  • Training with theoretical contributions 
  • Discussions on trainees' experience and exchanges with consultant trainers

Evaluation methods 

  • Assessments of acquired knowledge through questionnaires at the end of each module
  • Certification preparation (e.g., mock exam on day 3)
  • Self-assessment of the trainee through the needs analysis form sent before the training
  • Immediate feedback at the end of the training 

Technical resources

  • Digital training materials in English 

In-person  

  • Training room equipped with a whiteboard and projector  
  • Provision of supplies (pens, notepads, ...)  

Remote  

  • Access to training via Teams application 

Supervision means

  • Expert lawyers in Direct tax and Tax consolidation
  • DPO competency certification awarded by AFNOR under delegation from the CNIL

Fees

You may also be interested in these courses

Tax Losses and Restructurings in a Tax Consolidated Group