Balera, Berbel & Mitne Advogados

The firm’s history started back in 1999, when Wagner Balera retired from the Brazilian National Social Security Institute (INSS) to found his social security boutique law firm. Wagner is a national authority in matters concerning social security taxation. In 2017, the boutique expanded to include a big group of social security lawyers, being since known as Balera, Berbel & Mitne Advogados. We now act on tax, labour, corporate and capital markets mandates, including investment funds.

Tax Advisory

Balera, Berbel & Mitne Advogados offers solid advice to clients when it comes to all aspects of tax law. It covers the full scope of tax matters, local and federal taxes, and direct and indirect tributes. We are the go-to firm for companies looking to optimise their payroll system, reducing possible liabilities and future tax litigation cases as well as devising tax-efficient structures. Our team is well known for its payroll planning services and its outstanding expertise in social security and tax matters.

The firm acted for around 25% of all major Brazilian companies, coming from a wide range of sectors: financial services, technology, media, retail, healthcare, construction, chemical, aviation, pharmaceutical, food, and beverage, among others. In recent years, the firm's tax team concluded high-profile projects for its clients.

The firm started back in 1999 when Wagner Balera retired from the Brazilian National Social Security Institute (INSS) to found his social security boutique law firm. Wagner is a national authority in matters concerning social security taxation. In 2017, the boutique expanded to include a big group of social security lawyers and since then known as Balera, Berbel & Mitne Advogados. Now, the firm is the largest and most recognized social security law firm in the country in the most diverse economic sectors.

The firm's business

Tax

The complexity of tax legislation associated with increasingly sophisticated tax collection systems means that taxpayers need to be gradually more efficient and proactive in the tax sector, thus being able to keep their competitive advantage in the market. Our aim is precisely to simplify this flow:legislation> interpretation> application.

Institutional Investors

The firm knows that the legal relationships involving EFPC, EAPC and RPPS are invariably complex, which require specialization, legal experience and global knowledge of the functioning and business of these institutions.

Social Security Credit

The firm develops expertise, techniques and tools to identify and recover, safely and quickly, the client's social security contributions eventually collected beyond the due amount, thus customizing the operation according to your profile.

Social Security Liabilities

The firm understands that the social security liability is not limited to tax assessments and violation notices pertaining to social security contributions, while the firm see all the multidisciplinarity necessary to deal with this matter.

Capital Markets

The experience of the firm's team in alternative markets, such as securitization and distressed, allows to reach the next level in the area of ​​investment structuring, thus offering innovative services to our clients.

Labor

The firm's advice seeks to simplify the legislation, providing the most different explanations to the clients, ranging from everyday simple issues to the most complex ones. The firm's goal is to propose new solutions aimed at mitigating the risks involved. In addition to the preventive practice, the firm also work in the area of ​​litigation, where coordinate labor proceedings pertaining to various issues in a strategic way, being attentive to the jurisprudence trends.

Civil

With professionals specialized in various areas of Civil Law, the firm has a broad consultation role in relation to contractual aspects, foreclosures, collections, evictions, consumer rights and inventories in order to mitigate the existence of future litigation, whenever it cannot be prevented.

Corporate Law

The firm acts from the planning and structuring of business and corporate activities, constitution of companies, organization of joint ventures, consortiums, associations, foundations, registries of foreign investments in the Central Bank, partnership and other forms of exploration of businesses and ventures, corporate contracts, statutes, shareholders' agreements, consortium agreements, minutes and other corporate documents, as well as to carry out legal due dilgences and assist in corporate organization, including splits, mergers and acquisitions, privatization and liquidation of companies.

Compliance and Governance

The firm advises the clients to perform due diligence and review procedures for corporate acts and structures, acting in a preliminary and preventive manner to these problems, helping the clients to define the strategies and procedures necessary to achievebest market practices.

Wealth Management

The area was born to meet a growing demand from clients - individuals and family offices - for effective legal solutions to complex issues involving wealth management, tax planning, social security and corporate succession. Formed by a specialized and multidisciplinary team, Balera, Berbel and Mitne Advogadosare prepared to carry out the planning and management of assets of our clients, aiming at tax efficiency, mitigation of legal risks, conservation of assets and the guarantee of the income to senior relatives or for those with work disability.