Daniel Bieri

Financing is a key lever in M&A transactions - and at the same time harbors considerable tax risks. These case studies show how the 10/20 non-banking rules and withholding tax apply in complex loan and guarantee structures. The topics covered include syndicated financing, cross-border structures, relocation of registered offices and convertible bonds. The solutions provide you with the necessary understanding to correctly assess financing structures for tax purposes and avoid typical pitfalls.

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."

Workshop on "Tax Aspects of Financing" by Stefan Oesterhelt and Daniel Bieri on the occasion of the ISIS seminar "Current Tax Issues in M&A Transactions" on March 21, 2024.