All documents from the ISIS) seminar "Current problems in the taxation of private investments" from September 23 - 24, 2024 under the direction of Andrea Opel 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.
Note: This language version is an automatically generated translation. The text may therefore contain linguistic and terminological errors.
view in original language (German)Specialties in wealth tax (valuation, Bouclier fiscal etc.)
Workshop by Marco Greter and Nina Blanz on the occasion of the ISIS) seminar on September 23-24, 2024 entitled "Specialties in wealth tax"
Investments in real estate (national/international)
Workshop by Laetitia Fracheboud and Olivier Margraf on the occasion of the ISIS) seminar on September 23-24, 2024 entitled "Investments in real estate (national/international)"
Asset structuring by means of trusts and foundations
Workshop by Andrea Opel and Andrea Hildebrand on the occasion of the ISIS) seminar on September 23-24, 2024 entitled "Asset structuring using trusts and foundations"
Investments in securities, structured products, collective investment schemes, etc.
Workshop by Stefan Oesterhelt and Daniel Bieri at the ISIS) seminar on September 23-24, 2024 entitled "Investments in securities, structured products, collective investment schemes, etc."
Investments in crypto assets
Workshop by Silvan Guler and Daniel Bürki on the occasion of the ISIS) seminar on September 23-24, 2024 entitled "Investments in crypto assets"
Private asset management versus commercial trading
Workshop by Patrick Waldburger and Toni Hess at the ISIS) seminar on September 23-24, 2024 entitled "Private asset management versus commercial trading"
The seminar examines current issues in the taxation of private investments, specifically investments in cryptocurrencies, real estate, securities, structured products, and collective investment schemes. The focus also lies on the difficult distinction between private asset management and commercial trading. Tax aspects of asset structuring through trusts and foundations will also be discussed. Last but not least, the seminar will examine selected special topics in the area of wealth tax.
The program comprises a total of six workshops, each led by a team of two experts from the private sector and the administration.
