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| Location: Spain |
| Languages: Spanish, English |
| Education: Degree in Law, Master in Tax Planning, Executive MBA. |
| Experience: With ten years experience working in some Big Four’s tax and legal division, rendering high quality legal, accounting and tax advice, José has got a wealth of qualifications in Private Company Services, as well as M&A, transactions and restructuring sectors. His expertise lies in the ability to identify and capitalize enhancement opportunities for his clients in order to ensure their satisfaction and outperform competition in specific strategic fields. As part of a global M&A Tax network, in his professional career he has carried out several operations intended to understand how tax affects transactions across the world. With a strong focus on transactions with a private equity background, as well as commercially minded and deal hardened, he knows how to identify and advise on the material tax exposures in a transaction and to develop deal structures that appropriately address the tax implications. Working on transactions day-by-day, he is process-driven and understands the mechanics of acquisition and disposals in a competitive environment. He therefore understands the practical impact of tax developments from one country to the next and he is able to spot opportunities and know how to act on them to benefit his clients and their stakeholders.
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| Practice Areas: Current laws and regulations applying to cross-border M&A, including different ways to structure a merger or acquisition, potential tax consequences and transaction funding. Potential advantages/disadvantages of asset vs. share purchase have been compared. National and multi-jurisdictional tax due diligence for acquirers and vendors, identifying what the tax exposure is on a deal and how it may be mitigated - with clear focus on risk assessment. Advice on the tax consequences of individual acquisitions, joint ventures and divestments in order to help design tax-efficient deal structures. Assistance in forecasting post-deal tax liabilities in business models. Post-transaction integration tax advice, which helps the clients reconcile their own tax positions and those of the acquired business. Foreign tax credit advice. Cross-border structured finance tax advice. Compliance and planning assistance in relation to international trade and customs issues. Advice on global indirect taxes. Transfer pricing assistance, including valuations and other economic analysis.
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| Memberships: Valencia Bar Association (Spain), Tax Advisors Spanish Association (AEDAF), ESADE Business Angels Network. |
| Others: Lecturer on Restructuring Operations in Master on Legal Advice at FEBF, Speaker at Valencia Bar Association, Valencia Economists Association and Valencia Stock Exchange on different issues regarding tax and legal planning. |
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SWAN Partners
Calle Colón, 20, 6-12, 46004 Valencia, Spain |
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| Phone +34 96 334 89 83, Fax +34 96 147 43 07, Mobile +34 657 56 50 13
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| jose.oltra@swanpartners.es |
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