Training: A knowledge-based edge.

Everything. Changes.
All. The time.

If there is a constant in ‘tax law’, it is the fact of ongoing and fast changes.

Reliably identifying and eliminating risks for my clients requires ongoing, systematic and complex training – also all the way into related fields of law.

In order to be able to serve my clientele with the top-level consulting they are looking for, I take part in more than 100 hours of training on average every year.

As a result of this well above average commitment, the Hessen Chamber of Tax Consultants awarded me with the further education title (‘Fortbildungsprädikat’) in 2016 and 2019.

Excerpt from my training record

> General tax law
  • Current tax law (4x per year)
  • Current information on VAT
  • Current developments in legislation regarding fiscal offences
  • Frankfurt tax professional day (‘Frankfurter Steuerfachtag’)
  • Current tax law amendments as of year’s end
  • The fiscal court case
  • Shaping tax consulting practice
  • Practice-relevant tax planning
  • Correction law as per the German Fiscal Code (AO) – classification and current developments
  • Tax law amendments and corporate law amendments 2020
  • Challenges, impacts and implementation of VAT amendment in the 2020 economic stimulus package
> Focus: Assets
  • The latest news on the taxation of (family-owned) business partnerships
  • Asset management business partnerships in actual practice
  • Real estate in civil and tax law
  • Restructuring in the case of family businesses
  • The reform of investment tax law and the latest news on capital gains taxation 2018
  • The new investment tax law and the latest news on capital gains taxation 2019
  • The latest news on the new investment tax law and capital gains taxation 2020
  • Capital investments in operating assets, pitfalls relating to trade law and tax law
  • Constructive dividends and constructive equity contributions – relevance in terms of capital transfer tax?
  • Training qualification as an expert in asset planning and financial planning (DStV e.V.)
  • Master studies ‘Corporate Succession, Inheritance Law and Assets’ (LL. M.)
> Focus: Succession
  • Drafting for property succession
  • Consulting for drafting for inheritance tax
  • International inheritance taxation
  • Frankfurt succession day (‘Frankfurter Nachfolgetag’) 2015, 2016, 2018, 2019, 2021
  • 5th Intensive Inheritance Law Conference, Tegernsee
  • 24th ZEV annual conference 2020/2021
  • Drafting of tax-optimized wills
  • Tax-relevant will and contract drafting
  • Usufruct for tax structuring consulting
  • Mandatory training for will administrators 2017 and 2018 (multiple-day training)
  • Mandatory training for professionals in corporate succession (multiple-day training)
  • Training qualification as a cert. will administrator (AGT e.V.)
  • Master studies ‘Corporate Succession, Inheritance Law and Assets’ (LL. M.)
> Focus: Foundations
  • Selected questions relating to actual practice in consideration of foundation law reform
  • The foundation – basics of civil and tax law
  • Financial statements and the auditing of foundations
  • Financial statements for clubs and foundations
  • Current developments in charitable status law, donations law and sponsoring
> Focus: International tax law
  • Cross-border employee deployment
  • Current developments in international tax law 2017, 2018, 2021 (multiple-day training)
  • International developments in private client consulting
  • Taxation of capital appreciation on taking up residence abroad
  • International inheritance taxation
  • Secondments

Networks – To everyone’s advantage.

No one. Can do.

Expertise is also a matter of knowing one’s own limitations. For this reason, I work with an outstanding network of specialized experts. You as a client benefit from our collaboration: together we deliver in-depth know-how which extends across the entire field of tax law as well as across related fields of law and subject areas.

For my clientele, this does not mean any additional expense, but instead additional value and coordinated optimum service from a single source. In collaboration with my team, we provide support, e.g. in

  • the creation of tax-optimized wills with lawyers specialized in inheritance law
  • corporate appraisals with auditors and corporate consultants
  • international tax consulting with tax consultants abroad