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Executive Education
Clariden Leadership Institute
Optimizing Tax Structures with International Tax Planning, Compliance and Risk Management (SG)
Matthew Andrew
Ernst & Young

This program has been independently accredited and certified by CPD
Matthew Andrew, Ernst & Young

 

  • Co-author of “Thought Leaderships on Selected Aspects of Singapore Taxation – A Taxation Book By the Tax Community for the Tax Community” (Edition 1 & 2), and various other publications in BNA Bloomberg and IBFD
  • Registered Tax Professional with the Inland Revenue Service (PTIN), Barrister and Solicitor of the NZ High Court and recipient of World Class New Zealand Network Award
  • Adjunct Professor at Singapore Management University (School of Accountancy) and Malaysia Institute of Supply Chain Innovation (School of Supply Chain) from 2014 to 2015

 

Matthew Andrew is Partner in America National Operating Model Effectiveness (OME) Practice at Ernst & Young Chicago. With 18 years working as Partner in various tax functions at Ernst & Young and PwC around the globe, Matthew is a tax expert in the United States, Singapore, Australia and New Zealand. He has worked with many Fortune 500 companies on international tax and transfer pricing matters in relation to the Asia Pacific.

 

Outside of his consultancy and advisory role, Matt taught at Singapore Management University (School of Accountancy) and Malaysia Institute of Supply Chain Innovation (School of Supply Chain) from 2014 to 2015 as Adjunct Professor. He is also the co-author of Thought Leaderships on Selected Aspects of Singapore Taxation – A Taxation Book By the Tax Community for the Tax Community – Edition one and two, along with multiple publications with reputable tax publications such as BNA Bloomberg and IBFD.

 

Matt is a member of the Singapore Institute of Taxations Professionals, registered Tax Professional with the Inland Revenue Service (PTIN), and Barrister and Solicitor of the New Zealand High Court. He was the recipient of World Class New Zealand Network Award, which recognizes inspirational and outstanding New Zealanders, in 2015.

 

Testimonials

“Matt has helped us implement a centralized Principal model in Singapore. He assisted us in designing a structure that integrated international tax, transfer pricing, indirect tax and supply chain concepts. We appreciated Matt’s deep knowledge of local issues, but at the same time providing guidance that was practical to implement.” - US MNC – FMCG Industry

 

“We work with many advisors that provide great advice in their specialist area. It’s rare to find an advisor that can take a broad perspective across technical areas and combine this knowledge to establish a practical business friendly solution.” - US MNC – Chemical Industry

 

“We have asked Matt to become a member of our business advisory board. This is because Matt provides practical advice on technical issues – something that our business and commercial leaders really appreciate.” - New Zealand MNC – FMCG industry

Other Faculty Speakers

Christine Schwarzl
Director
Inflection Point (Singapore)
  • Former Director at Ernst & Young Singapore and PricewaterhouseCoopers Singapore
  • Over 25 years of global experience in tax consulting and business strategy, providing Asia Pacific transfer pricing advice for MNCs in Australia, New Zealand, China and Korea
  • Qualification includes Advanced Tax Program, Singapore Tax Academy; Advanced Diploma in Tax, Chartered Institute of Tax, UK; PMP Project Management certification, Singapore

 

Christine Schwarzl comes with over 25 years of experience in tax consulting, building and transforming business. Christine has provided transfer pricing advice and valuation support for MNCs across the Asia-Pacific region. As an experienced business and tax professional, her tax consulting service spans from developing efficient business models and associated transfer pricing planning models, transfer pricing documentation and inter-company agreement development, to Permanent Establishment and Residency advisory, and preparation for client tax incentive requests in ASEAN countries.

 

Part of her career was spent working at senior positions in areas of transfer pricing and international tax at Ernst & Young Singapore and PricewaterhouseCoopers Singapore. She completed Advanced Diploma Tax Studies at Charted Institute of Tax, UK, and Advanced Tax Program at Singapore Tax Academy. Christine is also a qualified PMP project manager, with a high level of experience in project management.

This course has been independently certified as conforming to universally accepted CPD guidelines. On average, this executive program contributes 16 hours towards your CPD.

Program Summary

 

In continuance with program A, this program is designed to help tax professionals and head of businesses develop the most optimal financing structure that can maximize their organization’s bottom line while fully complying with legal guidelines. EY’s international tax expert, Matthew Andrew, and a qualified tax consultant with more than 25 years of experience, Christine Schwarzl, will guide you to identify core considerations in tax planning and how to handle them with tax-efficient financing model solutions.

 

Through this in-depth training program, tax professionals will have the chance to rethink and explore how different business restructuring approaches can help organizations achieve tax-effectiveness. At the same time, Matthew and Christine will shed light on crucial corporate tax considerations, such as transfer pricing, exit charges, deductibility, and permanent establishment, as well as indirect tax considerations, including VAT/GST rules and principles, indirect tax leakage, customs valuation, and many more, that are key to achieving tax-efficiency.

 

In addition, you will learn to apply BEPS and OECD guidelines in your tax planning strategies to ensure full compliance. Through case studies and intense group discussion, the trainers will stretch your thoughts constructively. They will guide you to realign your tax practices and acquire better financial performance with an optimal tax structure.



Programs, dates and locations are subject to change. In accordance with Clariden Global policy, we do not discriminate against any person on the basis of race, color, sex, religion, age, national or disability in admission to our programs.

Introduction

 

The ever-changing complex tax system poses as one of the significant issues to businesses today. If tax planning is done in a poor manner, businesses might see their bottom line bleeding through unintended tax risks such as higher tax payment, poor treasury management, non-compliance, and dispute. In order to thrive in today’s hyper-competitive market, you and your organization need to have an in-depth understanding of the current tax systems in order to maximize tax savings while avoiding legal risks.

 

Following the Tax Efficient Transfer Pricing and Intra-group Financing program, this course will complete your understanding on crucial aspects of tax planning to ensure tax-efficiency. EY’s international tax expert, Matthew Andrew, and a qualified tax consultant with more than 25 years of experience, Christine Schwarzl, will guide you to identify tax and business issues and handle them with tax-efficient model solutions.

 

With the aid of case studies and interactive discussions, tax professionals will have the chance to rethink and witness how different business restructuring models can help organizations achieve tax-effectiveness. You will learn about tools and considerations, such as transfer pricing, deductibility, and permanent establishment, along with other indirect tax considerations, including VAT/GST rules and principles, FTA, indirect tax leakage, customs issues, and more, that are key to achieve tax-efficiency. You will also learn about the impact of sales, IP, and financing instruments on your tax planning result. Insights on BEPS and OECD guidelines will also be shared to help you maintain compliance and avoid risks and disputes.

 

By the end of this course, you will be equipped with knowledge on tax regulations, ability to identify and analyze your organization’s and business issues, and to make decisions that allow more tax savings.

 

What You Can Expect

 

  • Explore and identify different business models to maximize tax savings
  • Implement tax-effective solutions to manage tax and business issues
  • Discover and evaluate core corporate tax considerations such as Permanent Establishment, Transfer Pricing, Tax Incentives, and more
  • Uncover how indirect considerations, such as indirect tax leakage, VAT/GST, customs issues, can influence tax strategies
  • Learn the steps to carry out tax structuring in consideration of Sales, IP and Financing Models
  • Learn to apply BEPS and OECD guidelines in tax structuring to ensure compliance

Who Will Benefit Most

 

This program is designed for but not limited to tax specialists, finance and accounting professionals, trade and customs professionals, supply chain and logistics experts who are seeking to learn or increase their experience with international tax, indirect tax and transfer pricing concepts, as well as MD / GM / CEO and Head of businesses who are considering restructuring their businesses.

Program Outline

 

DAY 1 (09:00 - 17:00)

 

Session 1: Key Drivers and Routes to Undertaking a Tax Effective Business Restructuring Program

  • Application of prior concepts to business issues
  • How a program works
  • Principal models – transactional and non-transactional
  • Centralized vs. decentralized models; scaled vs. full scale change

 

Session 2: Core Corporate Tax Considerations in Tax Planning (And BEPS Impact)

  • Transfer pricing (including Action Points 8 - 10 and 13)
  • Exit charges
  • Deductibility
  • Controlled Foreign Company
  • Permanent Establishment
  • Tax incentives
  • Tax authority controversy management

 

Session 3: Core Indirect Considerations in Tax Planning

  • VAT/GST rules and principles, countries applying
  • Non-resident registration
  • Indirect tax leakage
  • Customs valuation, principles
  • FTAs
  • Importer of record and other customs concepts

 

DAY 2 (09:00 - 17:00)

 

Session 4: Sales, IP And Financing Models And Restructuring Programs

  • Sales, IP and financing model structures
  • Rationale for the restructuring and why one model would be preferred over the other
  • How the models work and how they are different
  • Core tax and operational issues

 

Session 5: Group Case Study To Be Provided

 

Session 6: Feedback On Group Case Study Presentation

CFOs Leadership :
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Venue: Grand Hyatt Singapore
Date: 29 - 30 Mar 2017
Faculty: Matthew Andrew
Early Bird 1: S$2,595 (by 8 Feb 2017)
Early Bird 2: S$2,795 (by 8 Mar 2017)
Regular Fee: S$2,895
Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat
(1 discount scheme applies)
Note: GST is applicable to participants from Singapore registered companies.
Contact: karen.nguyen@claridenglobal.org
 
 
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