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myCPE

Performing Transfer Pricing Analysis 1.5 Credits

Dec 05, 2024, 03:30 PM ET

Performing Transfer Pricing Analysis 1.5 Credits

Transfer Pricing - Part 2

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Dec 05, 2024, 03:30 PM ET

Learning Objective

  • To review the process required to perform transfer pricing analysis for planning or compliance documentation.
  • To discuss the importance of each of the steps involved in the process.
  • To determine tasks that can be easily performed internally.

Course Overview

Transfer Pricing Analysis allows companies to monitor transfer pricing compliance during the financial year. With a complete analysis of your TP position, you would be able to manage your transfer pricing exposure in a very efficient manner and might even generate potential cash tax savings.

This second part of the transfer pricing webinar will cover the process involved in performing transfer pricing analysis to establish or support transfer pricing arrangements.  The process also helps to understand the company's operations inside-out which may be useful in handling other areas of taxation, accounting, and finance.

This CPE webinar will cover the following steps in performing transfer pricing:

  • Client Research – Statement of Facts: Organization Structure, Personnel Structure, Products / Services, General Sales and Marketing Strategy, etc.
  • Functional Analysis (Functions, Assets, Risks “FAR”), Description of functions performed (who, where, when, how), Assets employed (tangible and intangible assets), and Risks Undertaken
  • Industry Analysis: Identify Intercompany Transactions Undertaken, Type of I/C Transaction, Related Parties Involved, and Volume of Transaction
  • Economic Analysis: Choosing the Best Method, Performing Comparable Benchmarking Analysis, Choosing a Profit Level Indicator, and Establishing Transfer Price / Testing the Result
  • Business Models Example: Distribution, Commission, Sales and support services, and Manufacturing

Join this CE Tax webinar we will also evaluate the usefulness of each step in the process involved in performing a transfer pricing analysis from a practical standpoint.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

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Additional Information

Credits

1.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Jinkan Khatadia
Jinkan Khatadia

Owner, CAPAM Consulting LLC

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Hello all, my name is Jinkan Khatadia and I was born in Mumbai, India where I pursued Bachelor’s and Master’s degrees in Business Accounting, and Economics, respectively. I came to the US in 2007 to pursue another Master’s degree in Economics at Texas A&M University where I specialized in Transfer Pricing under the guidance of Dr. Lorraine Eden, a prominent academician, and researcher in the field.



With thirteen years of experience in transfer pricing consisting of an industry, boutique tax consulting firm, and a large public accounting firm, I served companies ranging from small to very large sizes in diverse industries. I am a strong proponent of training and development which led me to start my own venture at the beginning of 2023, CAPAM Consulting, an education-based consulting (EBC) firm, with the aim to help companies and consultants, especially small and medium-sized businesses (SMBs), to navigate the complex web of transfer pricing through CAPAM’s EBC solutions and products. 


My specialty includes planning, compliance, due diligence (M&A, IPO-readiness, capital borrowing, etc.), financial statement audit review for uncertain tax positions under FIN48, cost-sharing arrangements, IP migration and valuation, tax authority audit and controversy support, and other similar areas. 

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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

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