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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.
Book Appointment

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.

Transparent Fees

  • Fixed fee wherever possible. Binding quote after the initial consultation – you know the cost before engaging me.
  • Initial consultation (60 min.): CHF 250 (excl. VAT). A concrete initial assessment of your tax question. Fully credited upon engagement.
Open-ended matters or proceedings with an uncertain course? We agree on the approach individually – transparently, before any work begins.
Want to structure corporate taxes efficiently?
Combine our packages – for proactive tax planning.
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.
    Your tax questions are in good hands

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