Tax Planning

Strategic Guidance for Complex Domestic and Cross-Border Tax Matters

Overview

Navigating the complexities of global tax regulations requires strategic insight and meticulous planning. At Lazarus, we specialize in providing bespoke tax solutions for institutional investors, high-growth companies, and multinational organizations. From cross-border transactions to long-term compliance strategies, our tailored guidance helps you minimize tax exposure, optimize financial outcomes, and maintain regulatory compliance across jurisdictions.

How We Can Help

We partner with sophisticated clients to address their most pressing tax challenges, delivering solutions that support growth, sustainability, and operational excellence. Our services include:

  • Strategic planning and execution of tax-efficient structures for mergers, acquisitions, joint ventures, and private equity investments. We reduce exposure to cross-border tax risks while ensuring seamless compliance with international regulations.

  • Leveraging strong experience in multi-national, multi-entity environments, we offer guidance on:

    • Base Erosion and Anti-Abuse Tax (BEAT)

    • Global Intangible Low-Taxed Income (GILTI)

    • Foreign-Derived Intangible Income (FDII)

    • Subpart F

    • OECD Pillar Two

    • Check-the-Box Principles

    • U.S. Tax Treaty Research and Interpretation

    • Intellectual and Intangible Property Planning

    • Transfer Pricing

  • Custom strategies to minimize tax liabilities while supporting your long-term financial and organizational goals. Our expertise ensures efficient capital allocation and wealth preservation.

  • Proactive support to navigate evolving domestic and international tax regulations. We provide the insights and tools necessary to keep your operations compliant, adaptive, and competitive.

Representative Transactions

  • Transfer Pricing Documentation for a Global Corporation: Developed transfer pricing documentation tailored to infrastructure agreements, service agreements, and reimbursement arrangements for a technology company with entities in 10 countries. This work ensured compliance with international tax standards, minimized exposure to audit risks, and supported seamless intercompany operations.

  • Global Tax Strategy for an Impact-Focused Endowment: Implemented a comprehensive domestic and cross-border tax strategy for a global endowment. The strategy achieved significant tax savings across multiple jurisdictions while aligning with the endowment's ESG objectives and long-term financial goals.

  • U.S. Market Entry for a Swiss Life Sciences Company: Advised a Swiss life sciences firm on establishing U.S. operations, addressing critical tax issues including permanent establishment, treaty benefits, dividend withholding, branch profits tax, and IP commercialization.

  • Post-Acquisition Integration for a Publicly Traded Company: Structured a post-acquisition integration plan for a U.S.-based company following the acquisition of a $280 million Swiss corporation and a $180 million domestic company, aligning tax efficiencies across new markets.

The transactions listed above include experience our attorney gained a prior firm.

Why Choose Lazarus?

  • Focused Expertise in Domestic and Cross-Border Tax

    With deep experience handling complex tax matters for institutional investors, high-growth companies, and multinational corporations, we understand the unique challenges of operating across jurisdictions.

  • Strategic, Compliance-Driven Solutions

    We deliver tailored solutions that balance tax efficiency with regulatory compliance, empowering you to achieve your strategic goals while mitigating risks.

  • Tailored, High-Touch Support

    At Lazarus, we prioritize personalized service. Our collaborative approach ensures that every solution aligns with your objectives and long-term success.

Move Forward with Confidence

At Lazarus, we provide more than just tax advice. We bring industry-specific insights and a results-driven approach to every transaction, ensuring your tax strategies are optimized and your operations remain compliant at home and abroad.

With Lazarus, you’re ready for what’s next.