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Automatic Exchange of Information (AEoI), Common Reporting Standard (CRS), FATCA
Automatischer Informationsaustausch (AIA)
The reporting financial institutions (FIs) in the Bahamas must complete their CRS submissions by 31 July 2018.
Digital Assets, Digitalization in wealth advising
Trust & Corporate Administration
Since the hype around cryptocurrencies has peaked last year digital assets are a hot topic. But the term digital assets stands for much more than just Bitcoin, Dash, Ripple and co.
Automatic Exchange of Information (AEoI), Common Reporting Standard (CRS), FATCA
Several of Switzerland's agreements for the automatic exchange of information (AOEI) in tax matters will become effective with numerous other territories from January 1, 2018 (first exchange in 2019). Find out which ones.
Automatic Exchange of Information (AEoI), Common Reporting Standard (CRS), FATCA
Automatischer Informationsaustausch (AIA)
The CRS implementing legislation requires that the CRS must be applied consistently with the CRS Commentary
Finanz- & Rechnungswesen
Ab dem 01.01.2018 gilt in der Schweiz der neue MWST-Satz von 7.7%. Machen Sie sich mit den Grundregeln zur Anwendung des neuen Steuersatzes vertraut.
The Swiss regulatory environment in private wealth advising
Trust & Corporate Administration
The Swiss regulatory environment in private wealth advising – a major challenge and risk factor. Find the necessary information for your work in this blogpost.
Automatic Exchange of Information (AEoI), Common Reporting Standard (CRS), FATCA
Automatischer Informationsaustausch (AIA)
The OECD is said to be preparing an update of the FAQ related to CRS. Furthermore an update of the CRS Implementation Handbook is to be discussed.
Banks under pressure (pixabay/geralt)
Compliance
US Department of Justice (DoJ), Marc Agnifilo, Brafman Associates: “The core of Swiss private banking was legal” – this is the defence strategy of the US attorneys of the indicted former executive (S.B.) of former Bank Frey in Zurich.
Automatic Exchange of Information (AEoI), Common Reporting Standard (CRS), FATCA
Find out more about the difference between the categorization of "Financial Asset" in the Common Reporting Standard (CRS) and FATCA.
Steuerberatung & Rechtsberatung
Die Margenbesteuerung wird per 1. Januar 2018 wieder eingeführt! Wer ist betroffen und welche Auswirkungen hat diese Änderung? Lesen Sie die Details.

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