International Tax Calendar

Jump to:

2020-2021 Academic Year

 Fall 2020*


International Tax & Tax Treaties I: Residency Dr. Bruno Da Silva (Loyens & Loeff), and William Byrnes (TAMU) 3 credits

Week 1 Aug 24 Domestic Tax Rights; Double Taxation; Tax Treaty Allocation Of Tax Rights
Week 2   Aug 31 Types Of Taxes; Tax Treaty Interpretation
Week 3  Sept 7 Tax Jurisdiction Over Persons, Tax Treaty Interpretation
Week 4 Sept 14 Tax Jurisdiction of Corporations; Tax Treaty Interpretation & Application 
Week 5 Sept 21 Tax Jurisdiction of Entities 
Week 6 Sept 28 U.S. Tax Reform / Pillar II
Week 7  capstone of tax data analytics and technology

International Tax Risk Management & Domestic Systems (Inbound)

Week 1 Aug 24 national tax systems in general and inbound diagnostic Dr. Susana Bokobo, former global tax policy director Repsol
Week 2   Aug 31 Manuel Tron Mexico as an inbound diagnostic case study (President Emeritus, International Fiscal Association)
Week 3 Sept 7 Elis Prendergast (KPMG)
Week 4 Sept 14 Carson Le (KPMG)
Week 5 Sept 21 Dr. Maji Rhee (Waseda) Japan/Korea as inbound case studies
Week 6 Sept 28 Domestic Compliance Risk Matrix Hafiz Choudhury
Week 7  capstone of tax data analytics and technology for inbound domestic tax risk management

International Tax & Tax Treaties II: Source Dr. Bruno Da Silva (Loyens & Loeff), and William Byrnes (TAMU) 3 credits

Week 1 Oct 12 Tax of Business Income (PE, Nexus)
Week 2  Oct 19 Tax of Investment Income
Week 3 Oct 26 Taxation of Services and Employment Income (including DST)
Week 4 Nov 2 Double Taxation and Tax Credits
Week 5 Nov 9 Tax Accounting
Week 6 Nov 16 Introduction to Management of Tax and Data
Week 7  capstone of tax data analytics and technology

International Tax Risk Management II (Data, Analytics & Technology)  3 credits

Week 1 Oct 12 Manufacturing I Dr. Niraja Srinivasan Pillar 1 (Dell Global Tax)
Week 2  Oct 19 Manufacturing II (DEMPE & Supply Chain) Niraja
Week 3 Oct 26 Manufacturing III (Customs) Niraja
Week 4 Nov 2 Tax of Patents / Technology, Dr. Brigitte Muehlmann (Daylight time ends, Wednesday and Sunday at 8am Central Standard Dallas time zone)
Week 5 Nov 9 Tax Risk & Tax Technology, Dr. Brigitte Muehlmann 
Week 6 Nov 16 Tax Risk & Tax Technology, Dr. Brigitte Muehlmann
Week 7  capstone of tax data analytics and technology for global tax risk management

 Back to top

 Spring 2021* (Jan 10 – April 26, 2020 repeats 2021)

U.S. Tax Risk Management (Data, Analytics & Technology) 3 credits

Week 1 January 11, 2021 Outbound / FDII Melissa Muhammad (IRS LB&I)
Week 2 January 18, 2021 Inbound / BEAT Melissa Muhammad 
Week 3 January 25, 2021 [check the box] Form 1120 Documentation: Neelu Mehrotra: EY
Week 4 February 1, 2021 [Subpart F & GILTI, PTEP ] Form 5471 Documentation: Neelu Mehrotra: EY
Week 5 February 8, 2021 M&A or topic and Neelu Mehrotra: EY
Week 6 February 15, 2021 FTCs; wrap-up: Melissa Muhammad 
Week 7 Capstone of tax data analytics and technology for U.S. tax risk management

Transfer Pricing Risk Management: Tangibles, Methods, Economics, and Data (William Byrnes)

Week 1 January 11 Arm’s Length Standard (v Formulary Approach) Dr. Bruno Da Silva William Byrnes
Week 2 Jan 18 CUP & Comparables  Dr. Lorraine Eden
Week 3 Jan 25 Cost Plus & Resale Minus  Dr. George Salis
Week 4 Feb 1 Comparable Profits Method & TNMM Dr. George Salis
Week 5  Feb 8 Profit Split Dr. George Salis
Week 6 Feb 15 Best Method Dr. Lorraine Eden 


E.U. Tax Risk Management
 3 credits

Week 1 March 1, 2021 General Framework & Fundamental Freedoms
Week 2 March 8, 2021 P/S + Interest / Royalty
Week 3 March 22, 2021 M&A directive
Week 4 March 29, 2021 Cross-Border Losses – Dr. Bruno Da Silva
Week 5 April 5, 2021 Free Movement of Capital (investment funds) Dr. Bruno Da Silva
Week 6 April 12, 2021 ATAD, DAC 6, Abuse – Dr. Bruno da Silva 
Week 7 capstone of tax data analytics and technology for E.U. tax risk management 


Transfer Pricing Risk Management: Intangibles and Services 
(William Byrnes

Week 1 March 1 Intangibles Royalty Rates CUT, CPM  Dr. Debora Correa Talutto debora.talutto@veritas.com
Week 2 March 8 CSA Intangibles Buy In/Out Dr. George Salis & William Byrnes
Week 3 March 22 Digital Business Unitary Apportionment Dr. Bruno Da Silva
Week 4 March 29 Digital Value Chain, Internet of Things Dr. Lorraine Eden
Week 5 April 5 U.S. v OECD v UN Manual case study Extractive Industries, Financing Hafiz Choudhury
Week 6 April 12 Restructuring the Business, Services case study Hafiz Choudhury
Week 7 April 19 TP technology for data analytics: Thomson OneSource, BvD (Moodys), and CrossBorder AI Solutions case-use examples led by Dr. Debora Correa Talutto (Veritas)

 Back to top

 Summer 2021*


FATCA, CRS, and AEoI (Law, Data, Systems):
3 credits

Week 1 May 17 FATCA, CRS, and EU: nationality, residency, data sharing: Dr. Bruno Da Silva (Loyens & Loeff) dasilva.brunoaniceto@gmail.com
Week 2 May 24 FATCA/CRS and the Asset Management Industry, intermediaries: Denise Hintzke (Deloitte) dhintzke@deloitte.com
Week 3 May 31 FATCA Withholding Compliance, overlap with QI: Denise Hintzke (Deloitte)
Week 4 June 7 Documentation FATCA v CRS: Melissa Muhammad (IRS LB&I) melissamuhammadesq@gmail.com
Week 5 June 14 FATCA IGAs & CRS Risk Management Melissa Muhammad melissamuhammadesq@gmail.com
Week 6 June 22 Financial Institutions Systems And Data: Haydon Perryman (Bank of America, UBS, Barclays, RBS and Lloyds) haydon@haydonperryman.com
Week 7 capstone for both Summer courses: “Tax Technology and the future of Tax Departments” Dr. Debora Correa Talutto debora.talutto@veritas.com


International Tax Risk Management I (Data, Analytics & Technology)
3 credits

Week 1 General tax risk management approach Dr. Knut Olsen   knut.tax@gmail.com
Week 2 BEPS: Dr. Bruno Da Silva (Loyens & Loeff)
Week 3 CbCR & Analytics David Deputy, Vertex david.deputy@vertexinc.com
Week 4 LOB / PPT / MLI: Dr. Bruno da Silva (Loyens & Loeff)
Week 5 Future of Analytics & Technology – Risk Management Perspective: Dr. Paula de Witte
Week 6 Interest (thin cap, EBIDTA), Debt/Equity Melissa Muhammad (IRS LB&I) melissamuhammadesq@gmail.com
Week 7 capstone for both Summer courses: “Tax Technology and the future of Tax Departments” Dr. Debora Correa Talutto debora.talutto@veritas.com

  * all dates and times subject to change

 Back to top

This program is fully accredited by the Southern Association of Colleges and Schools Commission on Colleges and has obtained acquiescence from the American Bar Association (ABA).