TAX
The Firm has decades of experience in both domestic and international tax advisory services.
It is particularly recognised for its expertise in tax planning and the management of complex corporate reorganisation transactions, as well as in conducting tax due diligence within M&A operations and IPOs, also supporting private equity funds and industrial operators.
In day-to-day client assistance, the Firm handles relations with the tax authorities, including the preparation of advance ruling requests and the management of proceedings before the competent tax offices.
The Firm’s activity is focused on tax, corporate, and accounting consultancy and assistance, and is distinguished by its thoroughness, continuous updating, and research applied to real-life professional cases.
The Firm’s professionals hold positions in companies across various sectors, including those listed on capital markets.
CONTEXTS AND SERVICES
Corporate taxation
The Firm provides ongoing tax and financial reporting assistance
(including direct and indirect taxation) throughout all stages of a client’s development. It deals with both ordinary and complex tax and accounting matters under both OIC and IAS/IFRS standards, offering advice in the preparation of annual and consolidated financial statements as well as periodic reporting.
Vat
The Firm offers VAT assistance for both domestic transactions
(including real estate operations, VAT grouping, and VAT group schemes) and cross-border/EU and international transactions.
International taxation
The Firm provides consultancy on international tax matters,
including the application of double taxation treaties, preparation of advance pricing agreements and mutual agreement procedures (MAPs). Leveraging a global network of foreign advisors (XLNC), the Firm supports clients in all aspects of their activities that may have international tax implications.
Extraordinary transactions
The Firm has developed substantial experience in tax advisory services
related to extraordinary transactions, working closely with national and international private equity funds. Services include tax due diligence and the drafting of structure memoranda aimed at identifying the most efficient acquisition structures from both a tax and corporate perspective.
Transfer Pricing
The Firm has consolidated expertise in qualitative,
quantitative, and methodological analyses required under transfer pricing regulations, and assists clients in preparing supporting documentation (Master File and Local File).
Tax litigation & advance rulings
The Firm supports clients in all dealings with tax authorities,
both in pre-litigation and litigation phases, involving direct taxes, indirect taxes, international taxation, and transfer pricing. The Firm also provides assistance in the preparation and submission of advance ruling requests to the Italian Revenue Agency.
Individual taxation
Over the years, the Firm has gained strong experience in family and estate tax planning, advising clients on the transfer of tax residence abroad or into Italy, and assisting companies and executives in the design and implementation of incentive plans (stock options, warrants, carried interest). The Firm also handles tax compliance obligations.
Accounting and corporate advisory
The Firm also provides accounting and corporate advisory services, including assistance with the preparation of financial statements, management of corporate compliance matters; support in company secretarial activities, recurring corporate obligations (such as maintaining corporate books, drafting minutes, and post-approval filings); and bookkeeping services.
Taxation of non-commercial entities
The Firm examines the tax position of individuals, including the design and implementation of management incentive and co-investment plans. Regarding individual taxation, the Firm’s tax team offers assistance with direct and indirect taxes related to the ownership and management of both domestic and foreign assets.
Support also includes advising on cross-border transfers of tax residence and the management and protection of family wealth in the context of generational transfers.