In 2024, the LPEA Academy is back, held throughout the year with online and in-person modules. After six successful editions regrouping more than 340 participants and 40 speakers, the LPEA will once again offer a selection of foundation, intermediate and expert courses, inspired from the industry’s needs, expectations and delivered by seasoned hands-on practitioners.
ATOZ is proud to host the Tax modules, taking place on 12 and 14 June 2024.
Session 1 - 12 June 2024
PE Investment - Key Luxembourg tax structuring aspects: Overview of interest deduction limitations rules in Luxembourg and ATAD 2 anti-hybrid related measures
In this session, Tax Partners, Petya Dimitrova and Samantha Hauw, will share insights into typical PE investments structures and key Luxembourg tax considerations, including:
- Interest deduction limitation rules in typical investments structures (focus on ATAD I, thin capitalisation rules, transfer pricing requirements, recapture rule, etc)
- ATAD II anti-hybrid related measures (in Luxembourg and the investment jurisdiction)
Agenda:
- 08:30 – 09:00: Registration & Coffee
- 09:00 – 10:30: Training
- 10:30 – 11:00: Coffee Break
- 11:00 – 12:30: Training
- 12:30 – 14:00: Networking Lunch
Session 2 - 14 June 2024
Tax considerations in PE Investment structuring, tax obligations and recent case law developments
In the second session, Tax Partners, Andreas Medler and Christina Leomy-Voigt, will share an overview of general and specific anti-abuse provisions, substance and beneficial ownership requirements in PE structuring, the latest updates on Luxembourg tax obligations for PE investment structures – DAC6, CBCR and Pillar 2, and their insights on the recent case law review impacting PE structuring.
Agenda:
- 08:30 – 09:00: Registration & Coffee
- 09:00 – 10:30: Training
- 10:30 – 11:00: Coffee Break
- 11:00 – 12:30: Training
- 12:30 – 14:00: Networking Lunch
More details about this event by clicking here.