Tax Advisory

Tax advisory is provided by FAOTA — Family Office Tax Advisory, based in Landau in der Pfalz. The focus is on ongoing advisory and tax planning, with particular experience in supporting family offices and asset management structures.

Tax Advisory

• Advisory on all ongoing tax matters
• Tax planning and structuring
• Advisory on corporate structures (reorganisations, holding structures, business splits)
• Inheritance and gift tax / business succession and asset transfers
• Advisory on choice of legal form
• Preparation of tax returns
• Preparation of special-purpose balance sheets
• Review of tax assessments
• Support during tax audits
• Representation in appeals and before fiscal courts
• International tax advisory

Payroll and Financial Accounting

• Set-up and management of financial and payroll accounting
• Regulatory reporting and payment processing
• Dunning management
• Support during payroll tax / social security / trade association audits

Financial and Start-Up Advisory

• Strategic financial and wealth planning
• Preparation of financing concepts
• Support in negotiations with banks
• Preparation and review of business plans
• Opinion on the viability of a start-up (§ 57 (2) No. 3 SGB III)

Provided by: FAOTA — Family Office Tax Advisory →