Tax planning of restructuring (incl. mergers, spin-offs and split-offs), tax rulings for tax neutral restructurings, possibilities of tax neutral replacement purchase, asset deal vs. share deal
Mergers & Acquisitions
Planning of acquisition structures from a tax perspective, tax due diligence, tax support with IPO / Going Private, tax optimized financing of acquisition vehicles
Donation / Inheritance
Planning of gift and inheritance advancement, declaration of donations and inheritance, application for refund of withholding tax on undistributed inheritance
Incorporation
Support with drafting the foundation documents (incl. articles of associations) and the submission to the commercial register, correct and timely declaration of the issuance stamp tax as well as the capital contribution reserves, overview of the necessary insurances and the registration with the social security, support with the registration for value added tax (VAT) purposes
Year-End Planning
Year-end review, tax optimization of depreciations and provisions, calculation of necessary tax provisions, declaration and overview of capital contribution reserves, proactive discussions about future projects and potential for tax optimization
Voluntary Disclosure
(non-punishable) voluntary disclosure of non-taxed assets; preparation and support of the Voluntary Disclosure as well as the Additional Tax Assessments in Succession matters
Employee Participation Plan
Planning and review of the tax consequences of the distribution / sale of shares or options to employees or members of the board of directors, assistance with the drafting and implementation of tax optimized employee participation plans (ESOP), obtaining tax rulings
Financing
Correct and timely declaration of the issuance stamp tax as well as capital contribution reserves
Real Estate
Tax consulting in connection with the sale / purchase of real estate in Switzerland, possibilities for tax neutral replacement purchase, calculation and declaration of real estate transfer tax and gains tax, international and intercantonal tax allocation
Succession Planning
Early planning and optimization of the succession planning from a tax point of view
Sparring Partner
Independent and trustworthy second opinion for sophisticated tax queries and complex economic circumstances, person of trust outside your company / family
Tax Compliance
Preparation of the annual tax declaration, withholding tax declaration at year-end or in connection with dividend distributions, tax declaration for capital contribution reserves at year-end or in connection with distributions, declaration of real estate transfer tax and gains tax, inheritance and gifts tax declarations.
