Selected Links
Swiss federal tax administration
STEP’s publications
http://www.step.org/publications
Documentation related to our past events:
Monday, May 3rd, 2021 – via Zoom
Topic: Point de situation sur le Projet LBA / OBA Finma 2020 & la notion de Clarifications Complémentaires
Handout: PDF
Tuesday, Oct. 13th, 2020 – Lausanne Palace & SPA
Topic: Economic Substance in the New Reality
Handout: PDF
Tuesday, Sept. 1st, 2020 – Lausanne Palace & SPA
Topic: Le Trust Suisse – enjeux et questions
Handout: none
Tuesday, Mar. 10th, 2020 – Lausanne Palace & SPA
Topic: La révision du droit des successions
Handout: PDF
Monday, Dec. 9th, 2019 – Lausanne Palace & SPA
Topic: LSFin LEFin
Handout: PDF
Tuesday, Nov. 5th, 2019 – Lausanne Palace & SPA
Topic: Le Nouveau Monde de la Transparence
Handout: PDF
Tuesday, Oct. 8th, 2019 – Lausanne Palace & SPA
Topic: L’Obligation de Rapporter en Pratique
Handout: PDF
Tuesday, Sept. 3rd, 2019 – Lausanne Palace & SPA
Topic: Succession & œuvres d’art : conseils pour collectionneurs en matière de planification
Handout: PDF
Tuesday, June 4th, 2019 – Lausanne Palace & SPA
Topic: La holding d’héritiers: une mesure de planification successorale
Handout: PDF
Tuesday, May 14th, 2019 – Lausanne Palace & SPA
Topic: The Regulation of Trustees in Switzerland
Handout: PDF
STEP Lunch 02/04/2019 – Risks and Pitfalls of the Management of SPVs in Switzerland
STEP Lunch 05/03/2019 – Ventes immobilières – Share vs Asset Deal
STEP Lunch 29/01/2019 – Amendments to the Swiss AML Act
STEP Lunch 02/10/18 – THE NEW FRENCH REAL ESTATE TAX – Impôt sur la fortune immobilière – IFI
Tuesday, Oct. 8th, 2019 – Lausanne Palace & SPA
Topic: L’Obligation de Rapporter en Pratique
Handout: PDF STEP Lunch 05/06/18 – Trust Owning Swiss Real Estate – Civil Law and the Lex Koller Issues
STEP Lunch 07/05/18 – Introduction to the Middle East (New) Foundation Regimes
STEP Lunch 03/04/18 – SHAM TRUSTS (pdf1); (pdf2)
STEP Lunch 06/03/18 – Automatic Exchange of Information – Practical cases
STEP Lunch 06/02/18 – Why Regulated Art Advice Matters To Professionals
STEP Lunch 05/12/17 – Réforme de la Fiscalité des entreprises
STEP Lunch 03/10/17 – OECD BEPS Project and EU Anti-Tax Avoidance Directive
STEP Lunch 05/09/17 – Shareholder Foundations (pdf1); (pdf2)
STEP Lunch 06/06/17 – Luxembourg Toolbox
STEP Lunch 02/05/17 – Yacht Engaged in Trade
STEP Lunch 04/04/17 – Non-Dom Changes: Is Insurance a Holistic Wealth Planning Vehicle?
STEP Lunch 21/03/17 – Implementation of Foreign EPAs in Switzerland
STEP Lunch 07/02/17 – Solutions individuelles dans le cadre du deuxième pilier
STEP Lunch 01/11/16 – Les successions franco-suisses sous l’angle des impôts successoraux
Trusts : Exploring Their Versatility And Uses: pdf1; pdf2; pdf3; pdf4; pdf5
The « tax shield » in Swiss tax law
To Know or not to Know – The Art of KYC
Tax rulings – current practice and future perspectives
Responsabilité sous l’angle fiscal pour le conseil à la clientèle privée
What not to do when acting as a Trustee: Stories of mishaps and errors from the trustee world
FATCA and the Trust Industry – Current Practical Issues
Back to USA! Planning for U.S. Situs Assets and U.S. Inbound Transactions
Taxation in Switzerland of Trusts, foundation and companies: similarities and differences
The fight against money laundering continues: upcoming changes to Swiss legislation