Tax planning

Data and documentation collection:

The collection of documents is a crucial phase in tax planning, as the availability of complete and accurate information is essential for making appropriate tax decisions. In this preliminary stage, requests and gathering of documents will be conducted.

Identification of tax objectives:

Following the data collection, a discussion with the taxpayer will take place. During this phase, the taxpayer will outline their needs and requests to the professional, which may include, for example:

• Tax burden optimization: planning the taxes due.
• Liquidity optimization: ensuring an optimal cash flow.
• Asset protection: managing the transfer of assets with the best tax impact.

Analysis of the current tax situation:

Following the meeting with the taxpayer, the professional will proceed with:

• Evaluation of tax liabilities: calculating the current tax burden.
• Determination of tax category: identifying the applicable tax rates.
• Regulatory context analysis: understanding existing tax laws and any upcoming changes.

Tax optimization strategies and adoption:

Upon completing the analysis of each individual and specific position, the professional will define and share a beneficial tax strategy with the taxpayer, as well as outline the processes and measures to be implemented to carry out effective tax planning.

Monitoring and review:

Proper tax planning requires continuous study and analysis of the evolution of tax regulations and the changing needs of taxpayers. Therefore, the professional's responsibilities include:

• Evaluating performance and monitoring the results of the implemented tax strategies.
• Updating strategies based on any changes in tax laws.
• Revising objectives according to changes in personal or business circumstances.

Technological innovation:

Utilization of advanced technologies to provide data-driven insights, reduce costs, risks, and delays, and enhance the operational model of the supply chain.