TAX ADVISORY AND ASSISTANCE – INCLUDING INTERNATIONAL TAXATION

• Advisory on domestic and international taxation (direct taxes, VAT and other indirect taxes)
• Drafting of tax opinions and memoranda
• Drafting of ruling requests submitted to the tax authorities

CORPORATE AND ACCOUNTING ADVISORY

• Assistance in drafting statutory and consolidated financial statements and related corporate formalities
• Assistance in drafting board and shareholders’ meeting minutes and connected filings
• Assistance with reporting for multinational groups
• Accounting advisory on financial reporting and bookkeeping issues

EXTRAORDINARY TRANSACTIONS ADVISORY

• Advisory on structuring and implementing extraordinary transactions (e.g. mergers, demergers, business transfers and contributions, capital increases, shares purchases) in the context of M&A transactions and group / asset reorganizations
• Support in setting up new companies and start-ups of foreign groups in Italy
• Advisory in the development of specific projects such as long-term incentive plans (e.g. share ownership plans, stock options, warrants) for domestic and multinational groups
• Company, business and equity valuation in the context of extraordinary transactions
• Advisory for listing and delisting operations on regulated and unregulated markets as tax advisors
• Tax, accounting and financial due diligence services in the context of M&A transactions
• Contractual advisory in the context of extraordinary transactions

FAMILY BUSINESSES

• Advisory on generational transitions and succession planning in family businesses, including family agreements
• Advisory on governance structuring

INDIVIDUALS

• Advisory to executives of multinational groups about tax residence relocations in Italy and related tax obligations, rules and benefits
• Intermediary services for the filing of personal income tax returns

TEACHING AND TRAINING

• Participation of Firm’s professionals as lecturers and speakers at training courses and conferences for Italian institutes and business associations (Ipsoa; formerly Aidaf and SUPSI)
• Publication of books and articles in specialised journals on corporate and tax matters

ASSISTANCE TO THE COURT

• Company and equity valuations and fairness opinions in contexts required by Italian law
• Court-appointed and party-appointed technical consultancy in civil and criminal litigation

TAX DISPUTES

• Advisory during pre-litigation phases related to questionnaires, notices and summons from the tax authorities
• Representation in tax litigation proceedings
• Assistance in out-of-court proceedings and in alternative resolutions of tax disputes (self-remedy procedures, settlements with the tax authorities, conciliations)

CORPORATE OFFICES

• Holding positions such as Board Members and Statutory Auditors in corporations, including listed companies and/or companies subject to supervision by the Bank of Italy (financial intermediaries) and Foundations