ISIS) seminar folder "Tax aspects of the structuring of real estate assets (2024)"
All documents from the ISIS) seminar "Tax aspects of structuring real estate assets" held on November 12, 2024 under the direction of Peter Mäusli-Allenspach in one PDF document. Case studies, detailed solution notes and slides: Here you will find all documents of the individual workshops according to the following content description.
Content
A key reason to think about structuring real estate assets is the transfer of real estate to the next generation. There are many instruments available for this under civil law: Advance withdrawals and gifts or mixed gifts during one's lifetime, with or without right of residence or usufruct, or contribution to a real estate company to facilitate transferability to descendants, to name just a few examples.
But also for cohabiting couples - whether married or not - the question of the optimal asset structure for the joint home, the vacation home or for holding investment properties arises. And how to deal with the often very high inheritance taxes on real estate located abroad?
In any case, successful long-term planning requires solid knowledge of tax law aspects.
In this seminar, participants will learn about and discuss the tax planning options and pitfalls using realistic examples from the kitchen of experienced civil and tax law experts.
Topics and speakers
Tax issues relating to private investment in real estate (learn more)
Dr. iur. Petra Caminada, Certified Tax Expert, Partner, von Ah & Partner AG, Member of the ISIS Institute Management Board
Lic. iur. Branko Balaban, lawyer, notary and certified tax expert, Partner, Tax Team AG, Zug
Usufruct and right of residence as elements of estate planning for real estate (learn more)
Lic. oec. publ. Daniel Bader, Certified Tax Expert, Partner, Bär & Karrer
Hanna Brozzo, MLaw, Certified Tax Expert, Attorney at Law, Associate, Bär & Karrer
Tax challenges for commercial real estate (learn more)
Lic. iur. Robert Desax, LL.M. (tax), Attorney-at-Law, Certified Tax Expert, Partner, Walder Wyss Ltd.
Imputed rental value, preferential rent, profit costs and other deductions (learn more)
Dr. iur. Céline Martin, Attorney at Law, Certified Tax Expert, B.Sc. in Economics, Partner, Riedweg & Partner AG
MLaw Ridvan Jetishi, Attorney at Law, Tax Associate, Riedweg & Partner AG
