Tax and Estate Planning Practice Group

Contact Atty. Ferdinand M. Hidalgo

Our lawyers are known for approaching tax problems from as many sides as possible, as a result of which we can claim familiarity with the entire range of the taxing process. We advise clients on the tax implications of various commercial transactions, addressing tax issues ranging from those involving incentives granted to PEZA-, BOI, and SBMA (Subic Bay Metropolitan Authority)-registered entities as well as tax issues arising from mergers and acquisitions or other corporate combinations. If need be, we secure Bureau of Internal Revenue (BIR) and Bureau of Local Government Finance (under the Department of Finance) legal rulings on national and local tax issues.

We handle a client’s initial contact with the tax process, taxpayer registration (local and national taxes such as the Value Added Tax), as well as its last: in securing tax clearances following dissolution, liquidation or retirement of business. For our foreign clients and Philippine ones with operations abroad, we apply for relief from double taxation under international tax treaties and, in conjunction with our Labor Law Practice Group, we advise corporate clients on the tax issues arising from the grant of retirement plan benefits and separation pay. We also counsel our individual clients on efficient estate planning.

Knowing that advisory services are not enough, we have developed tax litigation as both a necessary and specialized practice area. We handle protests of deficiency tax assessments made by the Bureau of Internal Revenue (BIR) and local governments, as well as duties assessed by the Bureau of Customs (BOC), and prosecute administrative claims for refund of taxes erroneously paid to the government. We also handle protest of real property assessments to the Board of Assessments, and appeals to the Central Board of Assessment Appeals. We have appeared before regular and specialized tax courts for tax refund and/or tax credit suits: in the Regional Trial Courts for those arising from local government taxes, and before the Court of Tax Appeals for national taxes. Our litigation experience includes appellate practice in the Court of Appeals and Supreme Court.

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