Tax
Herzog Fox & Neeman has the strongest Tax practice of any law firm in Israel. The Tax practice is preeminent due to the scope of its work, its expertise in international tax planning, and its influence on Israel’s tax regime.
Herzog Fox & Neeman’s tax lawyers have long been involved in structuring major international transactions, as well as obtaining landmark tax rulings that have shaped Israel’s Hi-Tech and venture capital industry.
The tax practice is comprised of six specialized areas:
- Corporate Tax - Tax Aspects of M&A and Capital Markets Transactions and Current Corporate Tax Advice - The Tax department has been involved in the tax aspects of most of the transactions handled by the firm, as well as in the tax planning for many of the multinational corporations operating in Israel. The department’s lawyers create and implement sophisticated structures to optimize the global tax efficiency of the firm’s clients
- Private Clients, Trusts, and Estates – The Private Clients, Trusts, and Estates group is located within the Tax department and provides unparalleled service to high net worth individuals. The group regularly handles complex cross-border tax and estate planning to optimize families’ goals regarding global tax efficiency.
- Investment Funds / Private Equity - Since the infancy of the investment funds industry in Israel, Herzog Fox & Neeman has led the way in the growth of the venture capital, private equity fund, and hedge fund industries in Israel. The Investment Funds / Private Equity group represents numerous domestic and international investment funds with a variety of fields of activities
- International Tax Planning – The International Tax Planning group helps to coordinate and direct clients’ worldwide tax affairs - including strategies to minimize exposure to foreign corporate taxation, permanent establishment exposure, withholding taxes, European VAT and similar taxes and duties, and many exposures unique to particular jurisdictions.
- Transfer Pricing – Our transfer pricing department offers Israel’s most comprehensive guidance on international transfer pricing, with a full range of services, focusing on the legal, economic, and business-related aspects of the client's tax structure and supply chain. Our team prepares the required transfer pricing studies, in accordance with Israeli and foreign regulations (including the newly adopted OECD BEPS regulations), intercompany agreements, transfer pricing policies, APAs, transfer pricing valuations, and the BEPS readiness process.
- Employee Tax Benefits - The Employee Tax Benefits group is one of the few specialized groups in Israel and is the market leader. The group provides advice to public and private start-up companies, newly formed companies, multinationals, and subsidiaries on all aspects of employee equity benefits plans and employment agreements.
Tax News & Insights
Issues surrounding government funding from the Israel Innovation Authority (the IIA) can play an important part in M&A transactions involving
Trends in Transactions Involving IIA-Funded Companies
Dear Friends and Colleagues, We would like to bring to your attention the latest updates published by the Israeli Tax
The Introduction of a New Customs Export System and the Extension of the Validity of Temporary Orders regarding Customs Duties Reductions
As with most OECD countries, Israeli companies and/or PEs are required to meet the local transfer pricing requirements, which include
Updates to Transfer Pricing Reporting Requirements in Israel
Happy Holidays! Wishing you and your loved ones health and happiness in the new year. May 2023 be an extraordinary
Happy Holidays !
Dear Clients & Friends, We are proud and excited to present our new partners!. Each of them is a leader
Herzog is Pleased to Announce the Appointment of 18 New Partners
Congratulations to our client, Leonardo DRS Inc., a leading defense technology innovator, on completing its dual listing on Nasdaq and Tel Aviv Stock Exchange,
LEONARDO DRS completed its dual listing on Nasdaq and Tel-Aviv Stock Exchange
Dear Clients, Colleagues and Friends, The Tel Aviv District Court issued a new ruling in the tax appeal filed by
Valuating IP that is Transferred Out of Israel – New Tel Aviv District Court Ruling
Dear friends and colleagues, On August 15, 2022, the Israel Tax Authority (“ITA”) published guidelines regarding non-profit organizations that bid
Non-profit organizations will need to obtain approval from the Israel Tax Authority (VAT) to participate in government tenders as non-profit organizations
Dear Clients, Friends and Colleagues, On September 7th, the Finance Committee of the Knesset (the Israeli Parliament) finalized the approval
Israel: Master File Requirements Finalized; Changes to Local File
Dear Clients, Friends and Colleagues, We are writing to update you on two recent significant developments regarding the taxation of
Taxation of Transfer of Israeli Real Estate to a Trust
Herzog’s Chairman Meir Linzen together with Partner Guy Katz and Associate Sophie Matatyaho, shared their overviews of the Israeli exit
Israeli Exit Tax – from Enforcement Difficulties to Extensive Obligations on Taxpayers
Meir Linzen
Chairman
Corporate Tax, Employee Tax Benefits, Gaming, Indirect Taxes, Customs & International Trade, International Tax Planning, Internet & E-commerce, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax, Tax Controversy – Disputes & Litigation, Transfer Pricing, Value Added Tax (VAT)
Eyal Bar-Zvi
Partner
Commercial, Hi Tech, International Tax Planning, Mergers & Acquisitions, Tax, Transfer Pricing
Daniel Lipman Lowbeer
Partner
Corporate Tax, International Tax Planning, Internet & E-commerce, Mergers & Acquisitions, Tax
Efrat Kesler Kadmon
Partner
Employee Incentive Schemes, Employee Tax Benefits, Labour & Employment, Tax
Eitan Ella
Partner
Corporate Tax, Employee Tax Benefits, International Tax Planning, Private Clients, Trusts & Estates, Tax
Itamar Gur
Partner
Corporate Tax, International Tax Planning, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax
Mordechai (Moti) Fogel
Partner
Indirect Taxes, Customs & International Trade, Tax, Value Added Tax (VAT)
Omer Yaniv
Of Counsel
Corporate Tax, International Tax Planning, Investment Funds & Private Equity, Private Clients, Trusts & Estates, Tax
Ronen Avner
Partner
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
Sophie Matatyaho
Partner
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
Yaniv Erlich
Partner
Corporate Tax, Employee Tax Benefits, International Tax Planning, Mergers & Acquisitions, Tax
Amit Shelef Fattal
Associate
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
Aryeh Holtz
Associate
Corporate Tax, Employee Tax Benefits, International Tax Planning, Private Clients, Trusts & Estates, Tax
Roni Bar-Ze’ev
Associate
Corporate Tax, International Tax Planning, Private Clients, Trusts & Estates, Tax
Ilana Granditer
Private Clients, Trusts & Estates, Tax
Rotem Sheridan
Tax, Transfer Pricing
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