PrimeTax advises and assists you as a private client in all matters of national and international tax law. We know the peculiarities of the different cantonal legislations and the needs depending on your stage of life.
Valuations become relevant for tax purposes whenever there is no comparable market value directly reflecting the worth of a company, a shareholding, or an individual asset. Typical situations requiring a valuation include determining the tax value of unlisted shareholdings, business transfers, succession planning, restructurings, and intra-group transactions. The question also arises regularly for private individuals – for instance in connection with wealth tax, gifts, or inheritance. In such cases, the valuation forms the basis for the tax assessment.
It shows whether a price is appropriate, whether hidden reserves exist, whether taxable benefits may arise, or whether a value must be plausibly justified to the tax authorities – including in the context of an assessment, appeal, or court proceeding.
We support you in deriving, validating, and documenting company values for tax purposes. In doing so, we combine valuation expertise with tax experience, ensuring that the chosen method, the underlying assumptions, and the resulting tax consequences are presented in a clear and well-substantiated manner.
Valuation of companies, business units, and intangible assets
Valuation in connection with employee participation plans, management participation plans, and equity incentive programs
Deriving and validating fair market values for tax purposes
Analysis of the tax implications of the determined company value
Review of existing valuation models and valuation assumptions
Preparation of valuation documentation for tax authorities, tax rulings, and transactions
Moving to a new country requires good organization. Often, one is confronted with completely new tax and legal conditions in the country of relocation. The tax systems of the individual countries can differ widely from each other. Therefore, it is important to know what needs to be considered before moving away and when moving into a new country. In cooperation with our international partners, we support individuals when moving to Switzerland as well as when leaving Switzerland.
The process of business succession is often a lengthy and emotional one. The tax consequences for all parties involved depend heavily on the legal form of the business to be transferred as well as the structure of the buyer. Early planning is recommended to ensure that the process can be carried out smoothly.
Completing your own tax return is often underestimated. It goes far beyond simply entering income and assets on the tax form. Tax optimization opportunities can be identified and implemented based on the tax return. The need for a complete tax return is more important than ever in times of increasing transparency between authorities as well as the automatic exchange of information between individual countries. Even an accidental omission to declare income can result in subsequent and/or punitive tax proceedings.
Unser erfahrenes Team entlastet Sie im gesamten Steuererklärungsprozess von der Erstellung bis hin zur Prüfung der definitiven Steuerveranlagung.
