September
2023
UP|DATE September 2023
UP|DATE: Up-to-date, practical, forward-looking. Read the current issue with these topics: Tax deductions: Good news for real estate owners; Data protection: Test your knowledge; Virtual AGM: How to make it work
Really versatile.
The many faces of a trust company.
At this point, we could describe our business areas in sober words. We have chosen a different path and prefer to let our fictitious, but very everyday customers speak. Do you perhaps recognise yourself in one or one of them?
Auditing
The SME owner
Annina Münster is a textile entrepreneur and has needed an external auditor since 2020 because the opting-out no longer applies to more than 10 employees.
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Accounting
The Constructive
With the annual financial statement and the wages, one would be happy for support. After the last audit, AHV and FAR contributions had to be paid in arrears.
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Tax consultancy
The foresighted
After inheriting a large fortune, Alexa Weber wonders how she should pay tax on it and whether a house renovation would make sense now.
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Salary accounting
The Maker
The management has decided against hiring an HR specialist. The payroll administration is to be delegated to an external service provider.
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Value added tax
The International
Since 2018, global sales have been taken into account and the company must now also register for its Swiss sales.
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Succession planning
The patron
And Fritz Ledergerber, after much hesitation, would be willing to put his company into younger hands. He is seeking professional advice for the liquidation and financing.
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Start-up
The founder
The company is up and running, but the administrative matters are getting on Stefan Kaufmann's nerves. Now the tax administration has also signed up for an audit.
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Pension advice
The long sighted
Will Johanna Müller's assets be enough to continue her current lifestyle after retirement? Johanna is unsure and seeks advice.
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Property Management
The landowners
The Hofer/Schmitt family would like to continue to hold the properties as private assets, but would like to place the administrative work in particular in external hands.
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Management consultancy
The Foundation Board
The foundation structures seem a bit old-fashioned to Beatrice Meier, and she suggests an "aggiornamento" to the other foundation board members.
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