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Tai

Tailored Advisory

For your Peace of Mind in Complex Tax Matters

When tax matters become complex, I’m here to support you.

Interested?
Contact me for a no-obligation introductory meeting.
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Tax Advisory

For Companies

  • Restructurings: Mergers, spin-offs, relocations, demergers.
  • Employee Participation Plans (Shares, Phantom Shares, Options): Structuring, tax optimization, coordination with authorities.
  • Financing: Convertible loans, capital increases, avoiding withholding tax consequences, and settlement of stamp duties.
  • Cross-Border Tax Advisory: Authorization for dividend reporting procedures, avoidance of international double taxation, W-8BEN/W-8BEN-E forms for US corporations, reclaim of German capital gains tax on dividends.
  • Social Security Law in International Context: Clarification of contribution treatment for employees (international coordination).
  • Tax Rulings: Obtaining binding rulings to confirm tax consequences of planned transactions.

Services

For Business Owners & Family Offices

  • Analysis and optimization of tax consequences: e.g., for complex ownership structures such as US partnerships, GmbH & Co. KGs, crypto investments
  • Succession Planning & Estate Tax: Structuring business and wealth succession, optimization of inheritance and gift taxes.
  • Real Estate Capital Gains Tax: Filing and planning for real estate sales.
  • International Tax Matters & Double Taxation: Analysis and avoidance of multiple taxation.
  • Tax Rulings: Advance clarifications and confirmations of tax consequences of complex wealth structures.

Additional Services

For Companies, Business Owners & Family Offices

  • Tax Appeals: Support with objections, appeals, and complaints against tax authorities.
  • Tax Representation: Handling tax communication and representation before authorities.
Want to structure corporate taxes efficiently?
Combine our packages – for proactive tax planning.
No-Obligation Introductory Meeting

Loans instead of equity: What start-ups and growth companies in Switzerland need to consider when it comes to financing

Debt financing for startups and growth companies: what safe haven interest rates, hidden equity, and the 10/20 non-bank rule mean for your company – and how to avoid costly withholding tax consequences from the outset.

CHF 339,500 withholding tax – although the dividend was never paid out

Bad-faith former shareholder, fictitious profit, dividend never paid out – and yet CHF 339,500 in withholding tax owed: the Federal Administrative Court explains why.

Fiduciary relationships: Why the contract alone is not enough

A recent Federal Supreme Court ruling makes clear: even with a fiduciary agreement in place, tax authorities may disregard a fiduciary arrangement – if the agreement, balance sheet, and accounting records do not properly reflect the six criteria est…
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