Expert Workshop: Safeguarding Tax Strategies – The Power of Attorney-Client Privilege in a Tax Steering Committee

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Why Legal Privilege is a Game-Changer in Tax Governance

In today’s landscape of increasing tax scrutiny and regulatory oversight, multinational enterprises must ensure that their tax strategies remain both compliant and protected. A well-structured Tax Steering Committee (TSC) plays a crucial role in managing tax risks, but without legal oversight, sensitive discussions and documentation could be exposed during audits, investigations, or litigation.

By integrating legal counsel into the TSC, companies can invoke attorney-client privilege, creating a “privilege dome” that shields tax planning strategies from compelled disclosure. This legal safeguard is essential in mitigating risk, ensuring confidentiality, and protecting corporate tax positions against aggressive tax enforcement actions.

Key Benefits of a Legally Structured Tax Steering Committee

🔹 Confidentiality & Protection – Ensures sensitive tax strategies remain undisclosed in audits or disputes.
🔹 Stronger Compliance Framework – Aligns tax policies with legal and regulatory requirements.
🔹 Strategic Tax Risk Management – Shields internal tax deliberations from unintended exposure.
🔹 Enhanced Corporate Tax Integrity – Supports ethical tax governance and robust compliance.

As global tax authorities tighten regulations and expand enforcement measures, the role of legal privilege in tax planning is more critical than ever. This workshop will equip professionals with practical strategies to fortify their organization’s tax governance and safeguard sensitive tax discussions.

Why You Should Attend This Workshop

With international tax enforcement on the rise, tax professionals must proactively structure their tax governance frameworks to protect their organization’s interests. Attending this expert-led workshop will help you:

Understand the Role of a Tax Steering Committee – Learn how to build an effective TSC that strengthens compliance.
Leverage Attorney-Client Privilege – Discover how legal counsel can create a protective legal shield around sensitive tax matters.
Align Tax Strategy with Legal Regulations – Ensure that your tax planning efforts meet global compliance standards.

This session, led by industry experts Dr. Daniel Erasmus and Mr. Renier van Rensburg, bridges the gap between practical tax governance and academic expertise—making it an unmissable event for tax professionals, in-house counsel, and corporate leaders handling international tax and transfer pricing complexities.

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Workshop Details

📅 Date: Wednesday, 12 February
🕒 Time: 15:00 GMT
📍 Format: Live Online Session
🎤 Hosts: Prof. Dr. Daniel Erasmus & Mr. Renier van Rensburg
🏛 Affiliations: Middlesex University & InformaConnect Academy

Key Topics Covered:

Building an Effective Tax Steering Committee – A critical component of international tax risk management.
Leveraging Attorney-Client Privilege – How legal counsel enhances tax compliance and protects tax planning.
Aligning Tax Strategy with Legal Frameworks – Ensuring resilience against audits and disputes.

This 45-minute session provides practical, actionable insights designed to fortify your organization’s tax strategy while maintaining a robust legal shield.

🔹 Bonus: This webinar also complements the Postgraduate Programmes in International Taxation and Transfer Pricing, seamlessly bridging academic theory with real-world tax governance applications.

📌 Reserve Your Spot Today! Secure your place to gain expert insights and protect your organization from evolving tax risks.

CLICK HERE TO REGISTER FREE

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Compare Programmes

Choose the track that fits your practice focus. All programmes are practitioner-taught, cohort-based, and validated by Middlesex University.

Dimension Transfer Pricing International Taxation South African Tax Law
Jurisdictional audience Global audience, covers all jurisdictions Global audience, covers all jurisdictions South Africa specific, relevant to SADC region
Ideal for TP managers, advisors, in-house tax teams, analysts moving into TP Advisors and managers dealing with cross-border rules, treaties, planning Practitioners working with the SA Income Tax Act, cases, compliance
Core focus Methods, comparables, DEMPE, documentation, audits, dispute defence Treaties, source vs residence, anti-avoidance, PE, relief from double tax Statutory interpretation, case law, assessments, objections, local practice
Primary tools OECD TP Guidelines, UN Manual, BEPS Actions 8–10, 13, case law OECD and UN Models, MLI, BEPS 1.0 and 2.0, domestic rules, cases Income Tax Act, SARS practice notes, Tax Administration Act, SA cases
Assessment style Case-based assignments, file reviews, short written defences Problem questions, treaty interpretation, position papers Problem questions, statutory analysis, case commentary
Typical outcomes Build defensible TP files and strategies, improve audit readiness Design cross-border structures within rules, mitigate double tax Apply SA tax law accurately, manage reviews and disputes
Entry point Start with PG Certificate, progress to PG Diploma, then MSc, or enter later with suitable experience or credits.

Awards Ladder

Award Best for What you achieve Assessment highlights
PG Certificate Foundation to intermediate upskilling Core concepts, frameworks, and applied techniques Short case write ups, timed responses, applied tasks
PG Diploma Expanding technical depth and application Advanced analysis, risk management, documentation quality Integrated case assignments, policy memos, oral defence
MSc Leaders and specialists building authority Capstone project and research backed practice outcomes Research project, viva or presentation, publishable summary

IFF Certificate Courses

Practical, practitioner-led certificates designed for immediate on-the-job application. Each course can stand alone or act as a pathway into our postgraduate tracks.

Dimension Conducting a Transfer Pricing Trial Effectively Managing Tax Teams Indirect Taxation Tax Risk Management
Jurisdictional audience Global audience Global audience Global audience, with local adaptation Global audience
Ideal for In-house tax, TP managers, litigators, advisors preparing for audits, ADR, trial Heads of tax, managers, team leads, controllers, emerging leaders VAT, GST, customs, finance managers, AP, AR, compliance specialists Tax managers, risk officers, controllers, advisors building governance
Core focus Case theory, evidence files, expert reports, witness prep, courtroom strategy Operating models, KPIs, workflows, stakeholder management, coaching VAT design, place of supply, input credits, exemptions, WHT interactions Risk identification, controls, documentation, audit readiness, dispute playbooks
Delivery mode Online, live sessions plus guided self-study Online, live sessions plus guided self-study Online, live sessions plus guided self-study Online, live sessions plus guided self-study
Duration 16 weeks, part-time 16 weeks, part-time 16 weeks, part-time 16 weeks, part-time
Outcomes Confident litigation preparation and defence for TP disputes Stronger execution, clear roles, measurable team performance Reduced VAT errors, better cash flow, fewer surprises at audit Structured governance, fewer findings, faster dispute resolution
Prerequisites TP fundamentals recommended Supervisory experience helpful Basic VAT knowledge helpful General tax experience helpful
Pathway Progress to PG Certificate in Transfer Pricing Progress to Mechanics of Leading Tax Teams, PG Certificate (leadership) Progress to PG programmes, International Tax or SA Tax Law Progress to PG Certificate in International Taxation or Transfer Pricing
Assessment End of module progress assessment

5000-word assignment if PG-Cert option elected
End of module progress assessment

5000-word assignment if PG-Cert option elected
End of module progress assessment

5000-word assignment if PG-Cert option elected
End of module progress assessment

5000-word assignment if PG-Cert option elected