Implementing a tax and legal efficient organizational structure

Tax and legal structuring of professional assets

Drafting, review, negotiation of the legal documentation

Review of book-to-tax adjustments

Management of tax consolidation

Management of intra-group flows

Due diligence

Legal and tax structuring

Drafting, review, negotiation of the legal documentation

Compensation and benefits structuring

Structuring of the access to the capital stock (payment in cash, free shares, stock-options, warrants, etc.)

Drafting, review, negotiation of legal documentation

Audit and defining strategy (planning, diversification, etc.)

Structuring of professional income (compensation and benefits, equity, self-employment activities, artistic and sporting activities, etc.)

Structuring of personal income (dividends, interest, real estate rental income, capital gain, cryptocurrency, pension, etc.)

Audit and defining strategy (planning, acquisition, ownership, reinvest, diversification, etc.)

Structuring of real estate investment (company/ personal holding company, real estate company/activity, family company, etc.)

Structuring of other assets (company/ personal holding, shares, saving plan shares, life insurance, etc.)

Audit and defining strategy (planning, operations with leverage, etc.)

Structuring of the transfer of professional assets (pre-sale transactions, Dutreil, Pact, governance, etc.)

Structuring of the transfer of private assets (donations, estate planning, etc.)

Income tax return

Wealth tax return

Social return (social security, retirement, etc.)

Analysis of the modalities for setting-up in France and/or abroad and choice of the structure (subsidiary, branch, representative office)

Anticipation, management, coordination of legal, tax and social implications in an international context (permanent establishment, intra-group, flows, labor law, social security, etc.)

Structuring, review of global mobility situations (expatriates, business travelers, remote workers, commuters, etc.) and optimization of employer’s cost

Drafting, review of the legal documentation (employment contracts, services agreements, etc.), implementation and review of internal processes

Analysis and anticipation of tax, social and wealth implications

Assistance in a context of the transfer of tax residence (departure from France, arrival in France) and determination of tax liabilities

Structuring of income in an international context (implementation of French impatriate and expatriate favourable regimes, application of international treaties/agreements)

Structuring of wealth in an international context

Management, coordination of formalities with tax authorities (registration, annual returns, withholding returns, exit tax, regularization of undeclared assets, trust, 3% tax, etc.)

Management, coordination of formalities to be undertaken with the social authorities (registration, prior declaration of posting, certificate of coverage, multi-state worker certificate, pension, etc)

Management, coordination of payroll in an international context

Assistance with tax authorities’ requests

Assistance with tax inspections (personal tax situation inspection, verification of account)

Pre-litigation assistance with the tax authorities (adjustments from the tax authorities, appeals, specific committees)

Amicable settlement of disputes

Request for advance ruling, approval

Litigation claims

Assistance before the administrative courts

Assistance before the judicial courts