Stefan Oesterhelt

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.

Case studies and detailed solution tips from Stefan Oesterhelt and Sirgit Meier. The workshop was part of the ISIS seminar "Pensions and Insurance" on September 22 + 23, 2025.

Workshop by Stefan Oesterhelt and Daniel Strahm on the occasion of the ISIS) seminar on June 02 + 03, 2025 entitled "News on the taxation of corporate restructurings"

Workshop by Stefan Oesterhelt and Thomas Hug on the occasion of the ISIS) seminar on February 05, 2025 with the title "Financing"

2-part workshop by Stefan Oesterhelt and David Tschan on the occasion of the ISIS) seminar on October 21, 2024 entitled "Intragroup financing / Price adjustments / Transfer pricing and audits / Restructurings / Other current survey issues" (Part 1 and 2)