Tuesday, 21 March 2023

Treatment of tax amortization benefit in DCF method to calculate fair value of intangible asset

 


The tax amortization benefit is a factor that needs to be considered in the discounted cash flow (DCF) method for calculating the fair value of an intangible asset. In the DCF method, the cash flows generated by the intangible asset are projected over its useful life, and these cash flows are then discounted back to their present value using a discount rate that reflects the risk associated with the asset.

 

The tax amortization benefit arises from the tax deductions that a company can claim for the amortization of the intangible asset over its useful life. This benefit reduces the company's taxable income and therefore lowers its tax liability. The treatment of the tax amortization benefit in the DCF method depends on the assumptions that are made about the tax rate, the useful life of the intangible asset, and the timing and amount of the tax deductions.

 

One approach is to include the tax amortization benefit in the cash flows that are projected for the intangible asset, using the expected tax rate and the expected timing and amount of the tax deductions. This approach effectively adds the present value of the tax amortization benefit to the fair value of the intangible asset.

 

Alternatively, the tax amortization benefit can be reflected in the discount rate that is used in the DCF method. This approach assumes that the benefit is already incorporated into the cash flows, and adjusts the discount rate to reflect the tax savings that result from the amortization deductions. The adjustment to the discount rate depends on the expected tax rate, the useful life of the intangible asset, and the expected timing and amount of the tax deductions.

 

Overall, the treatment of the tax amortization benefit in the DCF method requires careful consideration of the assumptions that are made about the tax implications of the intangible asset, and the approach that is used should be appropriate for the specific circumstances of the asset and the company.

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