DR. PHILIPP LUKAS LL.M.
PROF. DR. GÖTZ T. WIESE
Dr. Philipp Lukas LL.M.
is a German lawyer and tax advisor. He advises clients on taxes and
corporate law, with particular emphasis on:
Family-owned businesses, transition and succession planning
Taxation of corporate groups and partnerships
Mergers and acquisitions, restructuring, joint ventures
Structuring cross-border transactions
Field audits and civil and financial court lawsuits
Prior to co-founding WIESE LUKAS, Philipp Lukas practiced as a lawyer and tax advisor at Latham & Watkins in Hamburg, gaining considerable experience in advising family-owned businesses, groups and private equity companies on all aspects of taxes and corporate law, including mergers and acquisitions, tax structuring and succession planning.
BIO
1982
2002
2003
2003 – 2008
2008
2009
2010
2011
2012
2012 – 2016
2016
born in Heidelberg
Abitur (A-level equivalent) in Flensburg
community service in Glücksburg (Baltic Sea)
legal studies in Hamburg (Bucerius Law School) and Washington, DC; first German State Exam in Hamburg 2008
start of legal thesis in the field of corporate tax law; parallel practice as research assistant in the tax department of Latham & Watkins in Hamburg
LL.M. studies at American University, Washington, DC
Start of legal traineeship with the Higher Regional Court of Hamburg; parallel practice as research assistant in the tax department of
Latham & Watkins in Hamburgdoctor of laws degree from Westfälische Wilhelms-Universität Münster
second German State Exam and admission to the Hamburg bar
member of the tax department of Latham & Watkins, in 2015 admission as tax advisor
founding partner of WIESE LUKAS
EXPERIENCE
Selected transactions
- Tax structuring of an international logistics company with European subholdings (corporate tax law, financing, double tax treaties)
- Cross-border structuring of a real estate portfolio (income and trade tax, real estate transfer tax, double tax treaties)
- Structuring of a privately-held asset pool of an international family of entrepreneurs (dissolution of a trust, income taxation, application for a ruling with the competent tax offices)
- Reorganisation and partial sale of corporate group in the financial sector
(corporate and transformation tax law, M&A) - Advising a strategic buyer on the acquisition of an internationally operating
corporate group (tax due diligence, structuring, SPA, implementation) - Reorganisation of a corporation and joint venture with a strategic partner in
the maritime business (tax and corporate law) - Structural advice and succession planning in a family-owned shipping company in Hamburg, coordination with the tax authorities (income and inheritance tax), contract structuring
- Structural advice at the interface of corporate codetermination, company law and international tax law, including exit taxation
- Forming a joint venture of a shipping enterprise and a private equity investor (financial structure, syndication agreement, taxation)
- Restructuring the German business of an international group via division of business units
- Restructuring, capital measures and addition of German and foreign investors, for a variety of companies active in the shipping, information technology and automobile supporting industries, providing structural advice with particular emphasis on tax aspects
- Cross-border domicile relocation for an investment holding (group effective tax rate, international tax planning)
- Negotiating tax clauses in asset deal and share deal agreements, acting for both strategic and financial investors
- Acquisition structures for strategic investors and private equity funds in Germany (structuring and implementation)
- Stock buy-back programme for an MDAX-listed health corporation based on a binding ruling (corporate income tax and international tax law)
- Advising and representing clients in field audits, financial court proceedings and appeals to the Federal Fiscal Court
- Advising non-profit organisations on formation matters (statutes, tax office coordination) and from a non-profit law and tax perspective in the context of their day-to-day operations
MEMBERSHIPS
- Hanseatische Rechtsanwaltskammer, Hamburg
- Steuerberaterkammer, Hamburg
- Hamburger Forum für Unternehmensteuerrecht
- International Fiscal Association (IfA)
- Member of the board of the German Young IfA Network
- Bucerius Alumni
- Freundeskreis Rechtswissenschaft Verein zur Förderung der juristischen Ausbildung an der Universität Münster
- American University Washington College of Law Alumni
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