Tax, accounting & corporate advisory

TAX ADVISORY

  • Advisory on direct and indirect taxation for domestic and international companies and groups (compliance services, tax fulfilments, preparation and filing of tax returns, responses to queries, delivery of tax opinions);
  • Planning and execution of extraordinary transactions involving corporate restructuring operations (mergers, demergers, business contributions, conversions);
  • Advisory on corporate restructuring transactions and business group reorganisations;
  • Opinions, independent certifications and fairness opinions in the context of financial transactions and M&A;
  • Assistance on the tax aspects of trust establishment and administration;
  • Advisory in connection with the issuance of incentive plans, stock option plans, management incentive plans (MIPs), as well as employee benefits schemes and productivity bonuses;
  • Advisory on tax incentives and tax credits;
  • Advisory on international tax planning;
  • Advisory to legal entities and permanent establishments of Italian companies abroad;
  • Advisory to permanent establishments in Italy of foreign entities;
  • Preparation and filing of all categories of tax ruling requests (interpelli);
  • Dealings with Tax Authorities in international ruling procedures;
  • Assistance in connection with tax regimes designed to incentivise the transfer of tax residence to Italy (e.g. the inbound workers regime – regime degli impatriati – and the so-called flat tax regime).

ACCOUNTING ADVISORY

  • Assistance in identifying the correct accounting recognition, measurement and classification of business transactions — in accordance with either domestic accounting standards (OIC) or international standards (IAS/IFRS) — both for the purposes of preparing annual and consolidated financial statements and in the context of civil litigation and out-of-court disputes (arbitration);
  • Assistance in the transition to international accounting standards (so-called First-Time Adoption — FTA);
  • Assistance in impairment testing of intangible assets and equity investments, and in connection with Purchase Price Allocation (PPA) in the context of extraordinary transactions carried out by both IAS/IFRS adopters and OIC adopters;
  • Assistance in the definition of appropriate administrative and accounting organisational procedures;
  • Expert witness services on accounting matters in civil and criminal proceedings.

CORPORATE ADVISORY

  • Advisory and assistance in the functioning of corporate bodies, verification and maintenance of corporate books and registers;
  • Support in new business ventures, definition of the optimal corporate, statutory and governance structure, and company incorporation;
  • Drafting of articles of association and shareholders’ agreements;
  • Corporate reorganisations and extraordinary transactions;
  • Definition and reorganisation of corporate governance arrangements;
  • Resolution of intra-corporate body disputes;
  • Transfer of shareholdings;
  • Share capital transactions;
  • Corporate conversions;
  • Shareholder loans; with particular reference to holding companies and group direction and coordination;
  • Commercial contracts and business agreements;
  • Joint ventures and other strategic arrangements;
  • Company domiciliation;