Advisor liability

At Bachmann/Partners, we have extensive experience advising companies and individuals who have suffered financial loss due to incorrect tax advice regarding liability for damages. We also assist advisors who require legal support in connection with potential or filed claims for alleged inadequate advice to their clients.

Our expertise covers the full spectrum of professional liability, and we have in-depth knowledge of both the legal and tax complexities that often characterize these cases. We work strategically and solution-oriented, focusing on limiting liability and damages.

Typical cases include errors in tax-driven restructurings, generational transitions, and transactions with tax implications. We activate relevant tax reservations and apply for reconsideration when possible, and we work closely with the Tax Authorities to achieve the best possible outcome for the advisor.

We also assist in obtaining opinions from relevant industry organizations and professional boards, as well as initiating expert appraisals—both before and during a liability lawsuit.