OECD BEPS from an IP management perspective
- Learn from the expert
- The essentials in only one day
- High-level knowledge transfer
Online-Seminar
From
1.340,00 €
plus VAT
Services & Process
Veranstaltung - 1.340,-€ zzgl. MwSt.
The fee includes the 'live' participation via internet, high-quality course material for download, a participation certificate as well as technical support including a test meeting.
Period:
From 09:00 to 17:00 CET
Booking details
Online-Seminar
From
1.340,00 €
plus VAT
Services & Process
Veranstaltung - 1.340,-€ zzgl. MwSt.
The fee includes the 'live' participation via internet, high-quality course material for download, a participation certificate as well as technical support including a test meeting.
Period:
From 09:00 to 17:00 CET
This special course for IP professionals aims at providing them knowledge on OECD BEPS and teach them how to deal with the compliance from IP management perspective.
Your speaker
Donal O´Connell
Managing Director, Chawton Innovation Services, Chawton (UK)
Donal is the Managing Director of Chawton Innovation Services which offers consultancy in the areas of innovation and IP management. He is…
Your speaker
Donal O´Connell
Managing Director, Chawton Innovation Services, Chawton (UK)
Donal is the Managing Director of Chawton Innovation Services which offers consultancy in the areas of innovation and IP management. He is formerly a VP of R&D and a Director of IP at Nokia where he worked for 21 years and gained wide and varied experience in the wireless telecoms industry. Donal is also a Visiting Researcher at Imperial College Business School in London where he teaches about 'IP management'. He is the author of a book on 'Intellectual Property Risk Management' which was published in early 2022. Donal's books include 'Inside the Patent Factory' and 'Harvesting External Innovation'. He is also written a large number of papers on various aspects of innovation and IP. Since 2013, Donal has been included into the IAM 300. He is a graduate from NIHE Limerick (now The University of Limerick) in Ireland in '85, with a Degree in Electronic Engineering.
What to Expect
- OECD BEPS and the IP management perspective
- Translating tax concepts into IP management practice
- IP ownership, licensing and international business arrangements
- Documentation, data and audit readiness
- Current international developments and high-risk areas
- Applying the framework in practice
Who Should Attend
Do you work as an IP or R&D professional in a company group with IP transactions or do you consult such companies? And are you interested in gaining knowledge on OECD BEPS and know how to deal with the compliance from an IP management perspective?
Then this course is for you. No prior tax expertise is required.
Objective of the Event
Cross-border intangible transactions attract tax scrutiny. This course examines OECD/G20 BEPS and the Two Pillars from an IP management perspective, focusing on value creation, transfer pricing, transparency and why legal ownership alone may not determine IP returns.
Participants will identify intangibles, distinguish legal ownership from economic contributions and exploitation rights, and apply DEMPE to map functions, risks and evidence of control.
The course addresses IP, licensing and R&D arrangements, documentation, audit readiness, hard-to-value intangibles and software, data and AI-related IP, with practical actions across IP, R&D, Legal, Finance and Tax.
Your Benefit
- You will have a better understanding of the complex issue of tax and IP
- You will be able to better collaborate with your tax colleagues
- You will know how to implement tax issues with regards to IP compliance
Programme
09:00 to 17:00 CET
- Background to OECD BEPS, incl. current status and the Two Pillars
- Implications for the IP function: value creation, transfer pricing, transparency and the allocation of IP-related returns
- Interfaces between IP management, R&D, Legal, Finance and Tax
- Identify intellectual assets, i.e. patents, trade secrets, etc.; distinguish legal ownership, economic contributions and exploitation rights
- Map where intangibles are developed, enhanced, maintained, protected and exploited
- Development, Enhancement, Maintenance, Protection and Exploitation: map functions, decision-makers, capabilities, risks and evidence of control
- Contractual arrangements and actual IP and R&D activities: identify gaps
- IP holding and centralised management; intercompany licences, royalties, technology transfer, cross-border R&D, development services and joint development
- IP transfers, restructurings, acquisitions and integration; warning signs in contracts and operating models
- Build a consistent value-creation narrative across functions and jurisdictions, linking IP registers, invention and R&D records, licences and governance
- Transfer pricing documentation and Country-by-Country Reporting; evidence for Tax and Transfer Pricing colleagues and preparation for questions from tax authorities and advisers
- Hard-to-value intangibles and valuation uncertainty; country-specific transfer pricing and documentation approaches; relevant OECD developments
- Software, data and AI-related intangibles: ownership and value creation
- Review an international IP arrangement and identify actions across IP, R&D, Legal, Finance and Tax
- Develop an initial checklist for IP governance, licensing and documentation, with key takeaways for patent attorneys and advisers supporting internationally active clients
OECD BEPS and IP management
OECD BEPS and IP management
- Background to OECD BEPS, incl. current status and the Two Pillars
- Implications for the IP function: value creation, transfer pricing, transparency and the allocation of IP-related returns
- Interfaces between IP management, R&D, Legal, Finance and Tax
Intangible assets and value creation
Intangible assets and value creation
- Identify intellectual assets, i.e. patents, trade secrets, etc.; distinguish legal ownership, economic contributions and exploitation rights
- Map where intangibles are developed, enhanced, maintained, protected and exploited
DEMPE functions in practice
DEMPE functions in practice
- Development, Enhancement, Maintenance, Protection and Exploitation: map functions, decision-makers, capabilities, risks and evidence of control
- Contractual arrangements and actual IP and R&D activities: identify gaps
IP ownership, licensing and international arrangements
IP ownership, licensing and international arrangements
- IP holding and centralised management; intercompany licences, royalties, technology transfer, cross-border R&D, development services and joint development
- IP transfers, restructurings, acquisitions and integration; warning signs in contracts and operating models
Documentation, data and audit readiness
Documentation, data and audit readiness
- Build a consistent value-creation narrative across functions and jurisdictions, linking IP registers, invention and R&D records, licences and governance
- Transfer pricing documentation and Country-by-Country Reporting; evidence for Tax and Transfer Pricing colleagues and preparation for questions from tax authorities and advisers
Current developments and high-risk areas
Current developments and high-risk areas
- Hard-to-value intangibles and valuation uncertainty; country-specific transfer pricing and documentation approaches; relevant OECD developments
- Software, data and AI-related intangibles: ownership and value creation
Applying the framework in practice
Applying the framework in practice
- Review an international IP arrangement and identify actions across IP, R&D, Legal, Finance and Tax
- Develop an initial checklist for IP governance, licensing and documentation, with key takeaways for patent attorneys and advisers supporting internationally active clients
Downloads
Request the documents using our form.
Brochure
Further Informations
Your agenda
09:00 to 17:00 CET
Breaks from:
10:30 to 10:45 CET
12:00 to 13:00 CET
14:30 to 14:45 CET
Preliminary Programme
Please note that this is a preliminary programme. Individual programme items may still be updated before the event.
Our Recommendations
Further Information
White paper: Auditing a company from an IP perspective
Download this whitepaper for an overview of IP audits in companies.
White paper: Inside the Patent Factory
Download this whitepaper and get insights on the patent creation process.
White paper: IP strategy - where to start
Download this whitepaper with the views of ~400 IP professionals.
Your Contact Person
We are happy to advise you personally and individually.
Jean-Claude Alexandre Ho, LL.M.
Deputy Department Manager
+49 6221 500-675
jc.alexandreho@forum-institut.de