What is tax planning?

It is the organization of assets, investments, and business operations to reduce risks and optimize the tax burden, always in compliance with applicable law.

Is tax planning legal?

Yes. Provided it is carried out within the law, it is a legitimate practice widely used by companies and families.

When should I seek tax planning advice?

Before selling companies, making gifts, changing residence, investing abroad, or reorganizing assets.

What are the benefits?

Reduction of tax risks;Greater tax efficiency;Asset protection;Organized succession;Legal certainty.

Our conduct ensures precision in analysis, rigor in applying the rules and consistency across different
contexts.

OUR SOLUTIONS

We provide legal assistance in tax, corporate and administrative matters for Brazilian companies,
including in connection with business and investments abroad, as well as for foreign companies
interested in investing in Brazil.

We assist our clients in import and export operations and in complying with transfer pricing
legislation.
We advise international companies in understanding and properly fulfilling ancillary tax
obligations, contributing to cost reduction, anticipation of tax risks and mitigation of penalties,
thereby strengthening corporate reputation.
We act in structuring transactions through real estate funds, conducting due diligence for
property acquisitions and reviewing contracts. We also design tax planning strategies aimed at
legal certainty, compliance with tax obligations and maximizing returns for our clients, providing
support throughout all phases of the transaction up to the deed registration.
We provide assistance in negotiating and reviewing contracts, defining financial instruments and
conducting tax and legal due diligence procedures.
We assist clients in defining the ideal structure to develop business in Brazil and abroad. In this
context, we seek to identify tax benefits and opportunities in international treaties, promoting
the mitigation of the global tax burden and avoiding double taxation.

Transfer Pricing

We assist in mapping transactions with related parties, identifying risks and preparing transfer
pricing supporting documentation. We support our clients in preparing the Local File and the
Master File, as well as in adapting documents prepared abroad by the economic group, to verify
their compatibility with Brazilian legislation, considering local particularities.
We provide support in structuring intercompany operations and defining pricing policies for the
transfer of goods, services, intangibles and financing. We also act in drafting and reviewing
contracts, ensuring full compliance and alignment with the adopted pricing policy.
We prepare functional analyses to identify the functions performed, assets used and risks
involved in transactions between related parties. In partnership with specialized economists in
Brazil and abroad, we also carry out economic and benchmarking analyses aimed at identifying
the most appropriate method, determining a value and/or economic-financial indicator that
justifies the arm’s length price.
We offer advisory and support in the negotiation and conclusion of Advance Pricing Agreements
with the relevant tax administration.

We assist individuals with significant wealth to optimize their tax burden, preserve their assets and
ensure the transfer of their wealth to future generations as efficiently as possible.

We advise our clients on Brazilian and international tax rules, including income taxation, gift and
inheritance transactions, real estate investments and offshore investment structures.
We provide assistance to our clients in planning and executing the definitive departure from
Brazil, as well as in returning to the country and in obtaining Italian citizenship, residence visas
and the application of special taxation regimes, always with the support of professionals
specialized in immigration and tax law. We also advise on the choice of the new country of
residence based on family needs, evaluating available tax incentives in different countries and
double taxation treaties applicable to each case.
We provide a full service for compliance with tax obligations of Brazilian individuals, including
those with investments or assets abroad. We rely on a highly specialized legal-accounting team
for preparing net-worth statements, Individual Income Tax Returns (DIRPF) and Declarations of
Brazilian Capital Abroad (DCBE).
We help our clients organize their wealth, income sources and family life with a view to
mitigating the potential applicable tax burden, reducing administrative costs and ensuring
compliance with Brazilian and international tax rules.
We assist in maintaining family wealth and in the efficient transfer of assets to the next
generation, always prioritizing economy and durability, guiding our clients in identifying critical
points of succession planning.
We provide comprehensive advisory to families and, in addition to legal-tax counseling, we also
oversee strategic management of assets, corporate holdings and family governance.
We provide legal and tax assistance in the acquisition of real estate in Brazil and abroad,
avoiding fraud, hidden debts and any future documentation-related issues.

We act in tax settlement procedures, tax litigation and international negotiations between tax
authorities — for both individuals and legal entities.

For clients in financial difficulty or with debts stuck in administrative and/or judicial proceedings,
we assist in facilitating and mediating agreements — entered into between the taxpayer and the
tax administration — aimed at reducing the tax burden and settling acquired debts.
We offer assistance in filing and conducting legal-tax proceedings.
We assist in tax audit proceedings, analyze notices of infraction and are responsible for
preparing administrative defenses.
We provide assistance in cases involving double taxation, indicating the best solution among the
parties involved and facilitating dialogue between lawyers and tax authorities of different
jurisdictions. In this way, we enable the exchange of information and the application of legal
procedures, ensuring greater tax fairness and legal certainty for our clients.

PERGUNTAS FREQUENTES

Tax Planning Wealth and Succession Planning Trusts, Foundations, and International Structures Offshore Companies and Investments Abroad Income Tax Return Declaration to the Central Bank (CBE)Change of Tax Residence Double Taxation Treaties Companies Family Office

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Our conduct ensures precision in analysis, rigor in applying the rules and consistency across different contexts.