Content

Personal companies such as family businesses and partnerships are characterized by the fact that there is a close relationship between ownership and management.

Therefore, in the case of such corporations, taxes and duties must be considered as a whole, i.e. both for the company itself and for the parties involved. The workshops of this seminar focus on these particularities and deal not only with topics such as non-cash benefits in the case of personal corporations, reclassification of capital gains into taxable capital gains or earned income, but also with the special challenges of share valuation as well as tax, inheritance and family law aspects of corporate succession.

Topics and speakers

Monetary benefits (learn more)

Sandro Di Giulio, Certified Tax Expert, Head of Private Client Services, BDO AG, Lucerne

Noëmie Kunz-Schenk, M.A. HSG in Law, Certified Tax Expert, Team Leader Legal Entities Department, Tax Office Lucerne

Reclassification of capital gain into taxable capital gain (learn more)

Lic. oec. publ. Thomas Wolfensberger, Tax Commissioner mbA, Specialist Corporate Taxes, Cantonal Tax Office Zurich

Marco Buchmann, Certified Tax Expert, Director, ADB Altdorfer Duss & Beilstein AG

Reclassification of capital gain into earned income (learn more)

Stefan Oesterhelt, Attorney at Law, Certified Tax Expert, Partner, Homburger AG

Lic. iur. Philipp Betschart, attorney-at-law, certified tax expert, member of the Executive Board and Head of Legal and Legislative Affairs, Cantonal Tax Office Zurich, President of the Bilateral Working Group of the Swiss Tax Conference

Valuation of shares in personal companies for property tax (learn more)

Remo Keller, Certified Tax Expert, Tax Director, Ernst & Young AG

Mauro Rezzonico, Head of NP Securities Department, Cantonal Tax Office St. Gallen, Head of SSK Valuations Working Group

Inheritance and gift tax aspects of business succession (learn more)

Prof. Dr. iur. Andrea Opel, Full Professor of Tax Law, University of Lucerne, Consultant at JP Steuer AG, Zurich

Raphael Hemmerle, MLaw, attorney-at-law, certified tax expert, Head of Cantonal Tax Office Nidwalden, Member of the Board and Head of Corporate Taxes of the SSK, Cantonal Tax Office Nidwalden

Social security aspects in personal companies (learn more)

Dr. iur. Petra Caminada, certified tax expert, Partner, von Ah & Partner AG, Member of the ISIS Institute Management Board

Lic. iur. Moritz Seiler, Certified Tax Expert, MSC in Law and Finance, Attorney at Law, Clerk of the Court, Swiss Federal Supreme Court

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