INDIVIDUAL AND WEALTH TAXATION

Our firm assists its clients, residents and non-residents, in the management of their personal and wealth tax issues.

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We offer you our assistance in drawing up your tax returns (income tax return, wealth tax return, exit tax return, real estate capital gain return in the case of property located abroad, etc.) and advise you on the strategies to be implemented to optimise your tax situation.

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In terms of income tax, our intervention can, for example, consist of identifying the tax consequences, optimisation options and taxation methods for certain types of income, whether from French or foreign sources :

• Capital gains on the sale of shares, bonds, structured financial products...

• Capital gains on the sale of crypto currencies

• Social security contributions paid by cross-border workers

• Income received in the context of employee shareholding plans, carried interest...

• Remuneration of impatriate, expatriate or seconded employees abroad

• Income received from transactions in forward financial instruments.

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Our mission also consists of identifying, in the light of your situation, your personal and professional investment projects, the deductions, reductions and tax credits from which you could benefit, and to assist you in implementing the appropriate investments.

 

We also advise you on the structuring or restructuring of your investments in order to limit the tax impact  of holding them, receiving the resulting income, and eventually selling them.

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We assist you in the context of the transmission or sale of your business, by planning this operation under conditions allowing you to benefit from measures reducing its tax impact.

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With regards to inheritance and donation, we advise and assist our clients in the implementation of strategies and tools for the transfer of their personal and professional assets (civil companies, implementation of "Dutreil" retention commitments, holding companies …)

 

Finally, we assist and represent our clients in the context of any audit procedures that may be initiated against them by the tax authorities. Our support in tax audits begins as soon as the tax authorities notify them of an audit notice or a simple request for information.

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During the administrative phase of the dispute, we represent and assist our clients in the context of all the audit operations, and then in the context of adversarial and contentious proceedings.

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We assist and represent our clients before the judicial and administrative courts.