• Tax assistance and advice
• Extraordinary operations
• Due diligence
• Tax planning
• Tax litigation
• Personal tax planning
• Contracts
• Law 231/2001
• Boards of Statutory Auditors
• Account ledgers and company books

The firm provides its clients with daily advice in dealing with direct and indirect tax issues. As part of this activity, the firm provides:

• opinions on the interpretation and application of national and international tax laws;
• tax planning for income taxes, VAT, and other indirect taxes;
• support for clients during the start-up phase, reorganization, and extraordinary transactions;
• advice during the preparation of periodic accounting reports in compliance with statutory and tax rules;
• support in complying exactly with the various tax obligations imposed by current law.

In response to the constant evolution in national tax law, we update our clients by sending them publications so that they can stay abreast of key changes.

Having participated in numerous M&A deals, our firm can assist its clients with extraordinary transactions involving reorganization, acquisitions, generational transitions, etc.

Relying on in-house counsel, our firm also provides clients with legal advice, both during the negotiating phase and preparation of contract documents.

In the case of acquisitions and/or stock market listings, our firm audits the tax position of target companies through:

• analysis of the proper interpretation and application of tax law;
• identification of critical areas and quantification of the associated risk.

In these cases, our standard practice is to assist clients by drafting procedures and questionnaires leading to preparation of a report on the "tax health" of the target company and the measures that have to be taken to comply with tax law.

Our firm provides numerous companies with assistance in national tax planning, including the on-going assistance of qualified correspondents inside and outside Italy.  In this perspective, our firm provides its clients with support in the following areas:

• Tax strategies
• Streamlining income flows
• Analysis of corporate structures

Our firm can provide the support of professionals with extensive experience in assisting and representing clients before tax courts and the Supreme Court of Cassation.

Our firm assists clients with the procedures involved in filing questions with the Ministry of Finance.

Furthermore, it handles the pre-litigation phase by providing support in relations with the Ministry of Finance in order to reach self-protection (“autotutela”) measures, tax assessments with acceptance (“accertamenti con adesione”), judicial and similar settlements.

Personal tax planning

Our firm assists natural persons in resolving the tax issues connected with changes in residence, sales of equity investments, and reducing personal tax burdens in general.

In this ambit, it assists clients with the tax and corporate issues connected with the protection and transfer of assets from one generation to another, while providing advice on the establishment of trusts and stiftungs.

With the on-going external assistance provided by expert law firms, our firm can assist its clients during the negotiating and concluding phases and preparation of all types of commercial contracts.
In this ambit, it can review client contracts and agreements for legal and tax compliance and consequences.

Our firm has extensive experience in assisting clients with the drafting of compliance programs pursuant to Law 231/2001, by mapping risks, preparing manuals (code of ethics and governance manuals), and setting up the Compliance Program Supervisory Body.

The firm’s partners have accumulated extensive experience in handling the typical activities of corporate supervisory boards, including compliance with the law, bylaws, and the principles of good management, as well as genuine account audits.

Most of their experience in this area has been acquired at companies belonging to listed multinational groups, permitting acquisition of the know-how necessary to deal with highly complex corporate organizations.

The firm can keep its clients’ statutory accounts and maintain their company books. These services are particularly required during the start-up phase and for branches of foreign companies that do not want to set up a complex organization in Italy.