Cross-Border Flips and Inversions - Navigating the Tax Risks

12:00pm - 1:00pm EDT / 5:00pm - 6:00pm BST / 6:00pm - 7:00pm CEST

Webinar | October.20.2021 | 12pm - 1pm (Eastern Daylight Time)

Webinar

We are increasingly seeing companies changing their residency or holding company jurisdiction, either as part of a capital raise or a tax planning strategy. These changes raise difficult tax issues which are further complicated in light of contemplated tax law changes in the United States and elsewhere. Tax partners from Orrick's French, German, Italian, U.K., and U.S. offices will discuss these issues in a virtual roundtable format.

CLE Credits Available: Y

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Practice:

  • Finance Sector
  • Tax
  • Corporate Tax
  • International Tax
  • Renewable Energy
  • Restructuring
  • Swaps and Other Hedges
  • Tax Advocacy
  • Blockchain and Virtual Currency

Peter Connors Partner Tax, Corporate Tax

New York

Peter Connors, a tax partner in the New York office, focuses his practice on cross-border transactions. He also has extensive experience in related areas of tax law, including financial transactions, corporate reorganizations, renewable energy investments and controversy matters. He also leads the Orrick's Section 45Q practice relating to the tax credit for carbon capture and sequestration.

According to Chambers, his peers state that Peter "is an outstanding international tax practitioner' who is admired for the strength of his activity in the field of cross-border transactions and is "an excellent lawyer who has a diverse practice."  According to Legal 500, "Peter Connors is well-versed in terms of the taxation of financial products and financial institutions."

Peter serves as President of the American College of Tax Counsel.  He is also President of the USA Branch of the International Fiscal Association.

Before joining Orrick, Peter was a principal in the International Tax Services Group of Ernst & Young in New York.

A prolific author, Peter is a frequent lecturer for a variety of major organizations and has published more than 100 articles on tax planning subjects. He is a co-author of T.M. Portfolio 543 ("The Mark to Market Rules" of Section 475-2d) and the author of T.M. Portfolio 909-3d ("The Branch-Related Taxes" of Section 884). From 2008 to 2010, he was the Vice Chair, Committee Operations, of the American Bar Association Tax Section.

 A significant portion of his practice involves tax controversy, including representation of taxpayers before the U.S. Tax Court. In 2010, Peter also founded the NYC Calendar Program for the U.S. Tax Court.

He has been recognized by every edition of Best Lawyers in America since 2015.

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Practice:

  • Tax

Bernadette Accili Partner Tax

Mailand

Bernadette Accili is the Head of Tax at the Milan office of Orrick, Herrington & Sutcliffe.

As Head of the Tax practice in Milan, Ms. Accili represents clients in structured and asset finance deals, and investment funds transactions, particularly in the energy and real estate market. She works to identify the most appropriate tax solutions for clients in cross-border transactions, operating in close co-operation with local counsel worldwide.

Ms. Accili is also active in corporate restructurings in the insolvency area as well as in corporate mergers and reorganizations. She also represents clients in complex tax disputes, both leading to settlement, or to ground breaking litigation before national Courts as well as the EC Court of Justice.
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Practice:

  • Finance Sector
  • Tax
  • Tax Advocacy

Laurent Olleon Partner Tax, Tax Advocacy

Paris

Laurent Olléon, Partner in the Paris Office, is a member of the Tax Group.

Laurent advises companies and private individuals on the tax aspects.

Laurent intervenes alongside his clients with legal and financial issues, both in terms of advice and litigation situations perspective.

Laurent deals with numerous issues in various fields: the tax consolidation system and, more generally, intra-group relations, the handling of bilateral tax treaties, the taxation of financial transactions, property taxation and local taxation, etc.

His recognized expertise in abuse of rights enables corporate tax directors, financial investors and individuals to better secure their investment choices and structuring their transactions. In addition, his intimate knowledge of tax litigation is a major asset for clients.

Laurent has advised many ministries and public institutions on legislative and regulatory developments and their implementation, which gives him an extensive practical vision of both public and private law. His past experience has allowed him to manage and draft legislative bills, which makes him an expert on administrative and parliamentary machinery.

Before joining Orrick, Laurent was a judge of the Conseil d’État and assessor at the Court’s ninth Chamber of the litigation section of the Conseil d’État, worked as deputy Chief of staff of Marylise Lebranchu, the French Minister for the Civil Service, State Reform and Decentralisation and Chief of staff of Anne-Marie Escoffier, Deputy Minister of Decentralisation.

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Practice:

  • Finance Sector
  • Tax
  • Corporate Tax
  • International Tax

Jonathan Rosen Partner Tax, Corporate Tax

London

Jonathan advises clients on all aspects of corporate tax, with a focus on domestic and international corporate and finance transactions, mergers and acquisitions, restructurings and reorganisations.

He has extensive experience of UK, cross-border and international tax matters across a variety of business sectors. Jonathan also advises on tax disputes, funds and investment structures.

Jonathan is qualified as a Chartered Tax Adviser (CTA) and is a member of the Chartered Institute of Taxation.

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Practice:

  • Finance Sector
  • Steuern
  • Unternehmensbesteuerung
  • Internationaler Handel & Compliance
  • Steuerstreitigkeiten
  • Private Wealth
  • Internationales Steuerrecht

Dr. Stefan Schultes-Schnitzlein Partner Steuern, Unternehmensbesteuerung

Düsseldorf

Dr. Stefan Schultes-Schnitzlein, Partner, ist als Rechtsanwalt und Steuerberater zugelassen und betreut am Düsseldorfer Standort den Bereich Steuern. 

Das Juve Handbuch führt regelmäßig Dr. Stefan Schultes-Schnitzlein in der Liste häufig empfohlener Anwälte. Mandanten empfehlen ihn für seine Arbeit. Ein Mandant über ihn: "[Dr. Stefan Schultes-Schnitzlein] kann komplizierte Sachverhalte überzeugend vermitteln."  

Er berät Mandanten aus der Industrie, dem Private-Equity- sowie dem Banksektor in allen Fragen des deutschen Steuer- und Bilanzrechts. Im Fokus stehen dabei Unternehmenstransaktionen sowie deren Finanzierung, finanzielle Restrukturierungen sowie Betriebsprüfungen und Steuerstreitverfahren. 

Die steuerliche Betreuung von Wachstumsunternehmen in allen Phasen ist in den letzten fünf Jahren ein immer größerer Teil seiner Arbeit geworden. U.S.-Flips, Management-Incentivierung, Finanzierungsrunden, Exits und SPAC Transaktionen sind nur einige der Bereiche, in denen Stefan Schultes-Schnitzlein im Wachstumsbereich tätig war. 

Stefan Schultes-Schnitzlein trat zum Jahresanfang 2014 nach langjähriger Tätigkeit für internationale Rechtsanwaltskanzleien in unsere Sozietät ein.