Tax

Our tax team advises executives, shareholders, and companies, both in France and internationally, on both advisory and litigation matters.

We assist our clients in defining, implementing, and securing their tax strategies, taking into account the legal, economic, and wealth management implications in a constantly evolving environment. Our approach is pragmatic, personalized, and focused on finding operational solutions.

We collaborate closely with the firm’s other teams as well as with the international network of professionals, MSI Global Alliance.

This network allows us to leverage recognized local correspondents to accurately understand the tax specificities of each jurisdiction and secure our clients’ cross-border transactions. Through these connections, we coordinate multi-jurisdictional tax analyses, anticipate risks related to the interactions between national laws and tax treaties, and ensure the operational implementation of the chosen structures.

This organization allows us to offer our clients comprehensive and fully coordinated expertise, both in France and internationally, in close collaboration with the professionals who are members of this network.

We specialize in the following areas:

• Structuring, managing, and transferring personal and business assets: wealth audits; structuring, organizing, and transferring movable and immovable assets, as well as businesses; estate planning, transfer planning (Dutreil agreements, gifts, inheritances), business sales, and arrangements involving complex structures (trusts, family groups).
• Executive and employee compensation – management packages: structuring executive compensation, as well as implementing equity incentive schemes (free shares, stock options, BSPCE, BSA). We incorporate the specific tax, social security, and operational constraints of each situation into our analysis.
• International mobility and relocation (impatriation and expatriation) for individuals, and securing the tax implications in France and abroad (expatriate tax regime, income structuring, exit tax).
• Day-to-day corporate taxation and exceptional transactions (restructuring, disposals, investments, or private equity) in conjunction with the Corporate team.
• Tax returns in France: preparation and filing of income tax returns, real estate wealth tax (IFI) returns, as well as specific declarations such as the 3% tax on properties held in France, reporting obligations related to trusts, and declarations of bank accounts held abroad.
• Pre-litigation and tax litigation – relations with the tax authorities: implementation of tailored defense strategies during tax audits, preparation of responses and appeals (taxpayer observations, hierarchical appeals, commissions); seeking secure negotiated solutions; and filing tax claims before the competent courts.