The tax consulting and tax assistance provided by the firm include the analysis of tax obligations, the calculation and preparation of tax returns, and support for the obligations of withholding agents. Tax planning and the organization of informational events and updates for clients are also included.

We also offer assistance in Tax Litigation, pre-litigation support, and the use of deflationary tools such as self-protection. Furthermore, we prepare requests, briefs, and appeals and represent clients before tax judicial authorities.

The consulting and assistance activities in accounting and financial statements include, by way of example and not limited to, tasks such as bookkeeping, preparation of financial statements or economic reports, and the sending of circulars regarding significant regulatory updates.

The corporate consulting and assistance activities provided by chartered accountants and lawyers in the firm include, by way of example and not limited to, the following activities:

– Assistance for the incorporation of companies in Italy, including the drafting of bylaws and the definition of rules for corporate functioning and governance.
– Definition and formalization of shareholders’ agreements.
– Maintenance and updating of corporate books.
– Assistance and support for the organization of general meetings and board of directors’ meetings, as well as the preparation of related minutes or similar documents.
– Pre-litigation and litigation support in resolving corporate conflicts.
– Assistance in the evaluation and execution of extraordinary transactions (acquisitions, mergers, liquidations).
– Pre-bankruptcy assistance and crisis management.
– Transfer of company shares.
– Contractual consulting and drafting of corporate and commercial documents and contracts.
– Assistance in negotiations.

The contractual consulting and assistance activities provided by chartered accountants and lawyers in the firm include, among others, the following activities:

– Consulting and assistance in the drafting and execution of contracts.
– Preparation of deeds and private writings.
– Drafting of preliminary agreements.
– Assistance in the execution of leasing and loan contracts.

The organizational, business, and financial consulting activities, as well as the support in management control activities provided by chartered accountants and lawyers in the firm, include, among others, the following activities:

**Financial Consulting and Management Control**
– Budget reporting and business plans
– Economic and financial reporting
– Treasury and financial planning

**Company and Share Valuation**
– Company valuations for member withdrawal
– Company valuation in CTP (Tax Court) and CTU (Technical Expert Witness)
– Company valuations for share transfers
– Legal requirements for company valuations
– Company valuations and due diligence

The firm offers comprehensive assistance in M&A operations, covering all phases: structure definition, due diligence, negotiation of documentation, corporate and regulatory compliance, closing, and subsequent obligations. Additionally, chartered accountants and lawyers from the firm assist in extraordinary operations such as mergers, demergers, capital increases, acquisitions and disposals of shares, business transfers, investment agreements, and joint ventures.

The auditing and organizational activities consist of providing external consulting aimed at resolving accounting and administrative issues for entities and companies.

The main services offered by the firm, utilizing Nava Viganò Revisori Associati Srl Fiduciary and Accounting Audit Company, based at its offices, include:

– Administrative inspections and audits
– Legal audits
– Verification of the reliability of financial statements, accounts, records, and accounting documents
– Preparation of opinions
– Economic, legal, and financial due diligence
– Study and assistance for the establishment and setup of accounting and administrative structures for companies, entities, and all types of corporations; for capital transactions and for any other act in the life of companies, entities, and corporations with administrative and accounting implications
– Assistance in restructuring the accounting and administration of companies in crisis or in the development phase
– Review of accounts and active and passive items
– Valuation of companies and assets, including collaboration with experts appointed by third parties, particularly by the judicial authority (for example, in cases of contributions of assets in kind to companies or mergers involving the exchange of shares)
– Examination and private auditing of financial statements and other financial reports in relation to acquisitions, consolidations, and mergers of companies and businesses, as well as concerning credit concessions and financing, and in view of public sales of share packages
– Study and assistance in the realization of specific business and corporate combinations (consolidations, spin-offs, mergers, demergers, sales, and acquisitions of companies or business units) from an organizational, administrative, and accounting perspective, ensuring compliance with required formalities if necessary, also utilizing highly qualified professionals.

The tax consulting and tax assistance provided by the firm include the analysis of tax obligations, the calculation and preparation of tax returns, and support for the obligations of withholding agents. Tax planning and the organization of informational events and updates for clients are also included.

We also offer assistance in Tax Litigation, pre-litigation support, and the use of deflationary tools such as self-protection. Furthermore, we prepare requests, briefs, and appeals and represent clients before tax judicial authorities.

The main fiduciary services provided by the firm include the administration of assets and the management of securities and financial instruments on behalf of the fiduciary for the benefit of the clients. This also encompasses the pledging or securing of securities and assets for banking and financial guarantees, as well as acting as a trustee or protector in trusts and representing shareholders and bondholders.

We assist businesses and individuals in tax audits and the subsequent pre-litigation and litigation phases. We support the taxpayer from the audit stage, managing relations with the Financial Police and the Revenue Agency, focusing on protecting their rights, identifying and quantifying tax and criminal risk, potentially resolving the tax claim before litigation, and facilitating the voluntary regularization of tax violations.

Consulting and assistance for distressed businesses: analysis of the economic and financial situation and market conditions, development of recovery or conversion plans, preparation of petitions for arrangements or debt restructuring, including extrajudicial processes, feasibility certifications for plans, and voluntary liquidations.

Our firm supports the integration of ESG profiles into business and investment strategies through the development of “Sustainability Models,” the adoption of dedicated policies (environment, human rights, health and welfare, etc.), and the development of sustainable value chains. Additionally, our professionals assist clients in the process of obtaining the status of Benefit Corporation and B Corp certification, and they support corporate bodies in relation to sustainable corporate governance profiles. Finally, the team addresses the regulatory and compliance aspects of impact measurement and non-financial reporting processes, leveraging collaboration with consulting firms and research centers operating in this sector.

Among the most important choices in an individual’s life are those related to the management of their wealth and, from a long-term perspective, its transfer. The greater the amount of this wealth, the higher the risks and responsibilities associated with the decisions to be made, always keeping in mind the protection of one’s assets over time.
We provide consulting services to high-net-worth clients, suggesting optimal tax planning and solutions to address certain family events (wealth planning from an inheritance perspective).
Our expertise extends to tools such as:
– Asset protection
– Trusts
– Family holding companies
– Family agreements
– Simple partnerships
– Statutory and shareholder governance
– Associations and Foundations
– Private insurance
– Regularization of foreign capital