Tax Planning

The goal of tax planning is to arrange your financial affairs so as to minimize your taxes. There are two basic ways to reduce your taxes, and each basic method might have several variations.

Reducing Income

Adjusted Gross Income (AGI) is a key element in determining your taxes. Lots of other things depend on your AGI such as your tax rate and various tax credits. AGI even impacts your financial life outside of taxes: banks, mortgage lenders, and college financial aid programs all routinely ask for your adjusted gross income. This is a key measure of your finances.

Increase Your Tax Deductions

Taxable income is another key element in your overall tax situation. Taxable income is what's left over after you have reduced your AGI by your deductions and exemptions. Almost everyone can benefit from deductions.

Tax Structuring

When companies acquire a business, dispose of a non-core business or go into a merger, they need to ensure that future net cash flows are optimized through tax structuring.

Tax structuring at an early stage can add significant value to any transaction. It is essential to minimize the after tax acquisition and financing cost including the actual transaction tax costs as well as the long-term sustainable tax rate following the transaction.

We provide rapid diagnosis of the transaction objective and principal issues that will ultimately determine the appropriate tax structure to be followed.

Lump-sum Taxation

WEALTHINGS advise and assist high-net worth clients establishing their residence in Switzerland. For many clients, the most attractive form of being taxed is the forfait or lump-sum taxation arrangement as it offers financial privacy as well as a low level of taxation in one of the most attractive countries in the world.

As part of our service we calculate the exact tax liability in the different areas, and we negotiate the final annual tax liability with the respective Cantonal authorities on the client's behalf.

Tax Negociation

At WEALTHINGS we have extensive experience dealing with tax officials. Let our professional team be your advocate on complex tax issues and negotiate directly with tax officials on your behalf. We have the experience and knowledge to ensure that your interests are well protected and that you will pay no more than the required legal minimum.