Tax basics for lending by banks

6000 €

net

Taking account of taxes raises the quality and reduces the risk for lending to corporate customers. Update the knowledge of your staff!
 
The creditworthiness and financial circumstances of the borrower must be assessed in the course of lending decisions. The borrower's tax obligations and risks play a role in this regard. In this seminar your staff will learn about the tax regulations and circumstances relevant to granting and structuring credit finance; your staff will be able to recognise connections in the choice of legal form and taxation as well as be able to monitor the influence of taxes on the loan duration.

Our offer includes:
  • One-day training on site at your offices or at KPMG
  • Communication of the tax regulations and circumstances relevant to granting credit finance to corporate customers
  • Maximum of 15 participants per training course date

6000 €

net

Taking account of taxes raises the quality and reduces the risk for lending to corporate customers. Update the knowledge of your staff!
 
The creditworthiness and financial circumstances of the borrower must be assessed in the course of lending decisions. The borrower's tax obligations and risks play a role in this regard. In this seminar your staff will learn about the tax regulations and circumstances relevant to granting and structuring credit finance; your staff will be able to recognise connections in the choice of legal form and taxation as well as be able to monitor the influence of taxes on the loan duration.

  • Choice of training locations: at your offices or at KPMG
  • Flexible provision: individual consultation on course content and seminar documents
  • Upon request: discussion using practical cases that you have selected
  • Benefit from the expertise of our experienced tax advisors
  • Our instructors have many years of practical experience in the field of Financial Services Tax
     

Administrative costs will be calculated at a 5% flat rate of the net fee invoiced. Inclusive within the flat rate are expenses incurred for the use of telecommunication, databases, secretarial services as well as print and graphics support.  In addition, other expenses incurred in connection with the provision of services will also be invoiced. These particularly include, but are not limited to, expenses for travel and external providers based on actual costs incurred.  Please note that the above stated net fee is subject to VAT at the legally applicable rate.

Core target group for training:
Bank staff involved with granting loans to corporate customers.


Training instructors:
Tax advisors with many years of practical experience in the field of Financial Services Tax at KPMG.
 

Requirements:
The following knowledge is of benefit but is not mandatory:

  • Bookkeeping and accounting treatment
  • Basic knowledge of company law (especially knowledge of legal forms)
  • General principles of taxation (e.g. taxable entity, tax object, determination of basis of assessment, income tax, corporation tax and trade tax)
     

Background and previous knowledge will be discussed in advance to ensure target-group-oriented delivery of training.

Additional training content:

  • Communication of basic principles: taxation of partnerships and corporations, national group taxation (including group structures) as well as basic knowledge of income tax and VAT with regard to lending (including option for VAT)
  • Communication of relationships between the choice of legal form and the different taxation of corporate customers
  • Current amendments and trends in tax law as well as potential effects on the lending business
     

Any questions?
We give you a call.

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