• Area
  • Tax Planning & Advisory

Finocchio & Ustra’s Tax Planning & Advisory area operates with a multidisciplinary and diverse team, which contributes to our ability to find innovative solutions. Through a deep understanding of each of our clients’ business, we can offer personalized alternatives for a strategic decision-making. Our approach is characterized by our ability to integrate our tax, finance, technology, accounting knowledge, among other specialties of our firm, thus ensuring we offer our clients a complete and effective set of solutions.

We believe that having a holistic vision of our clients’ tax, accounting, financial and business variables is essential to gain a proper understanding of their central and routine tax challenges companies face. Such approach allows us to serve a wide range of business segments by developing strategies that turn tax planning into a valuable tool for business management. Thus, we promote tax efficiency for our clients as we also contribute to strengthening their compliance and corporate governance.

Among the main areas of activity, the following stand out:

  • Recovery and monetization of tax credits;
  • Implementation of incentive projects under the law known as Lei do Bem – a law that fosters investments in R&D and innovation;
  • Structuring of tax management committees and support of the digital transformation of tax functions;
  • Ongoing advisory for tax departments on direct and indirect taxes;
  • Projects to optimize the tax burden in the supply chain and obtain tax incentives/benefits;
  • Government relations, tax policy advisory (impact analysis of new tax laws) and obtaining special regimes;
  • Tax structuring of foreign investments in Brazil and Brazilian investments abroad;
  • Advisory on M&A operations and tax modeling for national and international corporate restructuring;
  • Advisory on international taxation, transfer pricing rules and global minimum taxation (Pillar 2);
  • Tax reviews and tax compliance.

Partners and Area Coordinators

Sócio | Octávio Lopes Santos Teixeira Brilhante Ustra
SÓCIO | BRUNO MARQUES SANTO
PARTNER | PEDRO HENRIQUE BUFFOLO JUNIOR
SÓCIO | ENÉIAS QUEIROZ AMORIM
SÓCIA | FERNANDA DE ALMEIDA PRADO SAMPAIO
Head | MILTON SCHIVITARO NETO
Head | Hozana de Pinho Lima