Presentation

A tax lawyer for almost 20 years, I began my career at the CJA firm, a Paris-based practice mainly composed of lawyers trained at FIDAL under Mustapha OUSSEDRAT, who is now the president of KPMG Avocats.

Within this firm, I developed my expertise in corporate taxation as well as in executive taxation and tax litigation for businesses (accounting audits).

I then joined the team at CHESS-Avocats.

During this time, I expanded my skills in wealth taxation (income tax, gift and inheritance taxes, wealth tax), trust taxation, international taxation, and litigation related to individuals (personal tax audit of the taxpayer).

With these complementary experiences, I established my own practice and joined the team at CBR et Associés, with whom I developed an increasing synergy.

Currently, I am a generalist tax lawyer. I design wealth restructuring solutions for individuals and SME executives. I act as a consultant for French and foreign corporate groups and assist individuals and businesses during tax audits.

I have developed specific expertise in interpreting international tax treaties and managing tax domicile transfers abroad.

My Values

Quality

Delivering high-quality work that meets the real needs of the client.

Competence

Ensuring technical competence and refusing to undertake tasks beyond my capabilities.

Transparency

Before engaging in any litigation, providing an initial technical analysis of the case, outlining the chances of success and the expected fees.

Confidentiality

Maintaining absolute confidentiality of any information provided by my clients.

Skills

What is a tax lawyer?

A tax lawyer is, first and foremost, a lawyer, meaning a legal professional who must adhere to the ethical rules of their profession.

They must be independent. Their primary responsibility is to defend the rights and interests of their client and avoid conflicts of interest.

They are bound to keep all client information confidential.

Their legal studies are validated by the CAPA diploma (Certificat d’Aptitude à la Profession d’Avocat), the only qualification that allows the practice of law.

This guarantees competence in law and moral integrity.

Tax law is one of the most complex and specialized fields of law. It is often considered autonomous from other areas of law.

A tax lawyer has obtained a degree in tax law and dedicates their entire time to this field. This provides them with the experience and knowledge to have the right reflexes and deliver the most relevant tax analyses.

This guarantees expertise in tax law.

Expertise

I work in tax law serving individuals, businesses, and groups across all economic and professional sectors, both nationally and internationally.

My expertise and skills are recognized in the following areas:

Individual Taxation

  • Restructuring of assets for income tax (IR) and wealth tax (IFI) optimization.
  • Tax management of gifts and inheritances.
  • Legal and tax management of reporting obligations.

Corporate Taxation

  • Taxation of mergers and acquisitions: tax review, structuring of operations, and support in preparing for sales to minimize tax frictions.
  • Restructuring: support to optimize tax aspects (application of favorable regimes, securing tax losses, etc.), preparation, and management of interactions with tax authorities for filing approval requests (partial asset transfers, loss transfers, partial demergers, etc.).
  • Management of taxable income: assistance in determining taxable income, and tax management of flows (dividends, interest, royalties).
  • Management of issues related to tax integration.
  • International tax strategy: choice of establishment/localization mode, application of tax treaties, management of international double taxation.

Business Owner Taxation

  • Management and tax optimization of international remuneration (international mobility).
  • Assistance in planning exit mechanisms for business owners and their transfers (transfer of control, Dutreil pacts, etc.).

Tax Litigation

  • Assistance with tax audits: definition and implementation of a defense strategy, management of relations with tax authorities, negotiation with tax authorities, and preparation of observations to be submitted.
  • Assistance with hierarchical appeals, preparation, and participation in various commissions.
  • Drafting contentious claims.
  • Representation before administrative and judicial courts and follow-up of procedures before these courts.

International Taxation

  • Relocation of individuals’ tax residence abroad.
  • Relocation of company headquarters within the European Union.
  • Gifts and inheritances.
  • 3% tax.
  • Trusts.

Fees

My fees are calculated based on the time spent.

As a standard, the hourly rate is €400 excluding VAT for businesses and €480 including VAT for individuals.

Exceptionally, and for long-term assignments, I can offer a fixed fee. In this case, the fixed fee is based on a predictable estimate of the time required to complete the assignment. If, unpredictably, the actual time proves significantly higher, additional time may be billed.

Similarly, a success fee may be agreed upon as a complement to time-based or fixed-fee compensation.

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