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Strategy

Strategy Package

Tax Advisory with Foresight – Strategic Planning, Not Crisis Management

Proactive planning instead of reactive responses: targeted sparring,
sound analysis, and actionable recommendations

Interested?
Contact me for a no-obligation introductory meeting.
Book Appointment

360-Degree Tax Advisory – Actionable Solutions for Complex Initiatives

The Strategy Package is designed for companies seeking sound, year-round guidance on tax matters.

I support you, for example, with restructurings, employee participation plans, financing rounds, international structures, developing new business models, and tax rulings with authorities.

Operational implementation remains in your hands. My focus is on strategic tax guidance.

Services

  • Kick-off & Setup, Portal Configuration
  • Annual analysis in Q4 incl. tax assessment & optimization approaches and discussion
  • Strategy Snapshot (2-3 pages, incl. brief minutes)
  • 3 x Quarterly Calls of 30 min (Q1-Q3, incl. brief minutes)
  • 4x Strategy Updates with actionable recommendations
  • 1× Year-end Meeting (online or on-site, 1-2 h)
  • Continuous support: Ad-hoc advisory included (reasonable use, 4h/year or within usual scope)
  • Access to Client Portal (reports, appointments, communication)

What You Receive

  • Annual Analysis & Strategy Snapshot
  • 3x Quarterly Sparring incl. Minutes
  • 4x Tax Strategy Updates
  • Year-end Meeting
  • Ad-hoc Advisory
You use these services flexibly – at a predictable annual fee, with no open-ended billing.
View Pricing
Need reliable support for ongoing tax obligations as well?
Combine our packages.
No-Obligation Introductory Meeting

Abolition of the imputed rental value in 2029: Should You Keep Investment Properties Privately or Transfer them to a Corporation?

Starting in 2029, the tax rules for investment properties will change—a concise explanation of when it’s worth holding them as part of your personal assets and when it’s better to hold them through a real estate company

German specialists in Swiss holding companies: What CFOs and fiduciaries need to know

German specialists in the Swiss holding company – easier than expected from a tax perspective? Not necessarily. What CFOs and fiduciaries need to know about staff leasing, senior executives and permanent. establishment risk.

Debt push-down after leveraged buyout: Federal Court denies interest deduction at the level of the target company

The Federal Supreme Court abolishes the interest deduction after debt push-down – and changes the methodological approach. What buyers of Swiss companies now need to know.
    For peace of mind in your tax matters

    I look forward to hearing from you.