Holding companies are entities created with the objective of seeking tax efficiency (reducing the fiscal impact on business transactions), managing assets and rights (such as real estate, vehicles, corporate interests, among others), facilitating the succession process, and increasing the layer of asset protection.

They can be: (a) Wealth Holdings: Established for the management of movable and immovable assets; (b) Business Holdings (Pure): Created exclusively to hold equity interests in other companies. These entities can be structured as limited liability companies (LLCs) or corporations (S.A.). To establish and maintain these types of companies, their shareholders, partners, and/or managers must be assisted by accounting professionals with extensive experience in tax, corporate, and business law.

Confirp has structured a specific service hub called Equity, gathering all these competencies in one place. This service channel monitors everything related to wealth—whether it is a holding company, an offshore entity, or your individual personal status—treating these holdings separately from the information of other companies you own or manage, all to maintain the information security and confidentiality that the matter requires.

Beyond accounting and tax management, shareholders, partners, and managers can access detailed financial statements, dashboards, and KPIs on the Confirp Digital portal, allowing for effective tax planning and a clear view of business assets. Furthermore, through its 38 years of proven experience, Confirp offers full support, in partnership with your legal counsel, in succession planning, facilitating the transfer of assets and corporate interests to these companies.

Yes, every company in Brazil, regardless of the adopted tax regime, is required to have professional accounting. Many ill-advised entrepreneurs fail to maintain their company’s accounting when they are under the “Lucro Presumido” (Presumed Profit), “Simples Nacional,” or even “MEI” tax regimes. Many confuse corporate legislation (where Brazilian accounting standards reside) with tax legislation, and consequently, fail to require their accountant to perform the official bookkeeping for their company.

There are many consequences, but to highlight a few: (a) Inability to distribute profits and dividends from the operation because you cannot demonstrate them through accounting books; in this case, the tax exemption is limited to the presumed profit margins defined by the Federal Revenue Service, minus federal taxes. Any excess must be reported as taxable income; (b) Inability to monitor the company’s asset evolution or its financial and economic health; (c) Lack of a basis for tax planning; (d) Lack of transparency for partners and shareholders; (e) Restrictions on credit and financing lines.

Yes! We work closely with the client and, if necessary, with partner legal support to structure and implement effective succession plans.

Yes, we perform constant monitoring and updates of tax clearance certificates (certidões negativas) to ensure the company’s ongoing fiscal regularity.

Yes! Through the Confirp Digital platform, you can access KPIs, financial statements, and reports updated in real-time.

An avalanche of changes in the tax area is coming that will affect the very heart of this type of company. Taxes such as IBS, CBS, ITCMD, and Income Tax on Dividends will significantly change the premises for business decision-making. More than ever, having specialized accounting expertise will ensure you continue to prosper with maximum tax efficiency and asset protection.