Dr. Bettina Bokeloh

National Partner

Frankfurt
Willkie Farr & Gallagher LLP
An der Welle 4
D-60322 Frankfurt am Main
T +49 69 79302 166
F +49 69 79302 222
bbokelohwillkie.com

Bettina Bokeloh is a national partner in the Tax Department, focusing on advising private equity firms and strategic investors on national and international M&A transactions. She also has significant experience in advising multinational corporations on corporate tax matters, including cross-border tax planning and reorganizations, and regularly advises on capital markets transactions.

Bettina is fluent in German (native) and English.

Bettina Bokeloh is a national partner in the Tax Department, focusing on advising private equity firms and strategic investors on national and international M&A transactions. She also has significant experience in advising multinational corporations on corporate tax matters, including cross-border tax planning and reorganizations, and regularly advises on capital markets transactions.

Bettina is fluent in German (native) and English.

Selected Significant Matters

Bettina has recently advised on the following significant transactions:

  • A German-headquartered multinational group (listed at the Frankfurt stock exchange) on corporate tax matters (ongoing), including a secondment for three months for purposes of managing a major project
  • A U.S. real estate fund on German tax matters relating to German investors (ongoing)
  • The seller of a German real estate group on the tax audits of the group that might result in tax indemnity claims under the SPA, including tax litigation (ongoing)
  • Various European subsidiaries of multinational groups and funds on the exemption from German withholding tax on license fees and dividends (ongoing)
  • A hotel group on the reorganization and sale of German subsidiaries (2012/2013)
  • A German-headquartered group in the telecommunications industry on its reorganization (2012)
  • Salzgitter AG on the issue of an exchangeable bond (2010/2011)
  • A group in the renewable energy industry on the reorganization in preparation of the investment of new shareholders (2010/2011)
  • Commerzbank AG in its role as largest lender in the five-bank consortium on the mid-term financing plan for the Scheffler group (2009)
  • Salzgitter AG on the issue of a convertible bond (2009)

Prior Experience

Prior to joining Willkie, Bettina was an associate (1996-1999) at Feddersen Laule Scherzberg & Ohle Hansen Ewerwahn and a senior manager (1999-2007) at PricewaterhouseCoopers.

Selected Publications and Lectures

  • Impact of Mutual Shareholdings for Purposes and Gift Tax Act: Have all issues been resolved now?, Die Unternehmensbesteuerung 2013, p. 587 (co-author) (2013)
  • Unconstitutionality of the German Inheritance and Gift Tax Act: Have all issues been resolved now? Der Erbschaftsteuerberater 2012, p. 246 (co-author) (2012)
  • Commercial and Tax Law Aspects of the Indirect Issues of Convertible Bonds as the Leven of the Issuer, Corporate Finance Law 2010, p. 35 (co-author) (2010)
  • Admissibility of variable Compensation Payments in Profit and Loss Transfer Agreements, Der Betrieb 2009, p. 2067 (co-author) (2009)
  • BB Comments on the decision of the German Federal Tax Court, dated March 6, 2008, IV R 74/05, Betriebsberater 2008, p. 1996 (co-author)
  • “Conclusions from the ECJ Case “Burda” with respect to the application of Primary and Secondary EU Law,” Der Betrieb 2008, p. 2160 (co-author)
  • Comments on the draft of the Federal Tax Office decree on § 8c German Corporate Income Tax Act, Betriebsberater 2008, p. 808 (co-author)
  • German Dividend Taxation Compliant with EU Law, AG Says, International Tax Notes 2008, p. 745 (co-author)
  • German Government Passes Venture Capital Act, Tax Notes International 2007, p. 1117 (co-author) (2007)