Tax

Realizing their objectives while minimizing their tax liabilities remains one of the key challenges for clients around the world. Their success depends on it.

Our tax professionals enjoy a long and successful track record in advising businesses of all sizes, charities, public institutions, high-net-worth individuals on a myriad of tax services that will help them do just that.

Whether structuring tax planning (domestic or international) or resolving a dispute before a country’s tax authorities, we combine innovation, professionalism and technical knowledge of the highest standards to ensure that our clients feel they are in the safest hands.

Wherever clients do business, we assist with their global tax challenges and help start-ups and multinationals align their tax strategies to their business objectives, always ensuring that they comply with all tax obligations – a key component for any well-functioning business.

  • Provide strategic guidance on corporate tax issues, including reorganizations, tax treatment of net operating losses, real estate transactions, cross-border transactions and the tax problems of closely-held businesses and their owners
  • Develop estate planning strategies for the tax-efficient transfer of wealth to the next generation
  • Conform the structure of employee benefits, equity incentives, executive compensation and retirement planning to all applicable tax requirements
  • Resolve controversies with federal and state tax authorities
  • Structure charitable giving and charitable foundations and trusts for maximum tax advantage, and offer guidance to tax-exempt entities
  • Ensure maximum tax advantage in the structure and operation of hedge funds, private securities partnerships, LBO and venture capital funds, regulated investment companies, real estate investment trusts and foreign corporations
  • Represented  a company and its shareholders. The Tax Department advised and represented the client in both criminal and civil proceedings on tax and Anti-Money Laundering issues in front of the District Court in Israel. The indictment that was filed refers to accusations regarding money laundering and tax fraud crimes in the amount of approximately NIS 150 million.
  • Represented numerous clients in Voluntary Disclosure Procedures, both in Israel and in the US. The department was successful in breaking satisfying deals with the Assessment Officers regarding the tax liability that was determined as part of the Voluntary Disclosure Procedure. The US tax treatment is done in collaboration with our firm’s tax department in the United States.
  • Represented Diebold Nixdorf  which is a Public Company traded in NYSE and is the manufacturer of Financial Machinery in connection to Israeli Operations. The Company is represented by the department on an ongoing basis, on various Financial Regulation and tax issues.
  • Represented the Israeli subsidiary of Brinks. The Company is represented by the department on an ongoing basis, on various Financial Regulation and tax issues. The Tax and Financial Regulation Department conducts legal opinions and files requests for pre-rulings from the Tax Authority and other Financial Regulators.
  • Represented the W.I.C group, a group of private companies in the Financial Industry. WorldCom Finance Ltd. which is part of the W.I.C group, is represented by the department on an ongoing basis, on various Financial Regulation and tax issues. The Tax and Financial Regulation Department conducts legal opinions and files requests for pre-rulings from the Tax Authority and other Financial Regulators.
  • Represented a company and its shareholders. The Tax Department conducted tax assessment against the tax assessor’s decision to charge the shareholders personally to pay a total of 5,000,000 NIS to the Tax Authority for the debt of a Company, on the basis of Article 119 A of the Income Tax Ordinance.
  • Represented private clients in the Magistrate’s Court and on negotiations in front of Assessor of their city regarding accusations for omitting income of more than ₪ 1,200,000.
  • Represented  several private people  in front of the Assessor of Gush Dan, Tel Aviv Metropolitan Area in many disputes.
  • Represented and assisted to a VC fund with handling Financial Regulations. Specifically FATCA and CRS Regulation requirements. The Tax Department is assisting the fund in implementing the required manuals and work procedures.

 

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