Startups - tax and duty law challenges: Refinancing and exit

When:
27
.
May
-
.
2024
|
09.00 - 17.00
Webinar - ISIS) - Institute of Swiss and International Tax Law
Pin Location - ISIS) - Institute of Swiss and International Tax Law
Online - ISIS) - Institute of Swiss and International Tax Law
Pin Location - ISIS) - Institute of Swiss and International Tax Law
Online - ISIS) - Institute of Swiss and International Tax Law
Place:
Renaissance Zurich Tower Hotel, Turbinenstrasse 20, 8005 Zurich
*
+ online!
Price:
1090
|
Members & Reduced:
CHF
990
(incl. VAT)
Info - ISIS) - Institute for Swiss and International Tax Law
Language:
German
Reference:
24/202
-
Integration seminar
Info - ISIS) - Institute for Swiss and International Tax Law
Management:
Dr. iur.
Ruth Bloch-Riemer

Content

After the successful foundation and the first phase of activity as a start-up, which were discussed in Part I of the seminar in spring 2023, the founder typically faces questions relating to the expansion of activities and the sale of the start-up. Part II of the seminar is dedicated to these aspects with a focus on financing issues and the exit.

Main topics

  • Financing and refinancing from a tax and legal perspective
  • Value and protection of data and know-how
  • Refurbishment
  • Liquidation
  • Tax-free capital gain on exit
  • Exit and employee participation

- Program -

Welcome by the seminar leader

-

Ruth Bloch-RiemerRuth Bloch-Riemer

Tax and tax law aspects relating to the exit

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Workshop

The speakers on the workshop: "The tax-free capital gain for private individuals, although provided for by law, is not guaranteed and must be secured through comprehensive advice and structuring of the sales process. The speakers will use case studies to show what needs to be taken into account in individual constellations in order to make the tax-free capital gain possible within the framework of current practice."
Michael BarrotMichael Barrot
Kerem AltayKerem Altay
Fabian UtzingerFabian Utzinger

Intra-family succession and management succession

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Workshop

The speakers at the workshop: "In a company succession, what is sought is an entrepreneur and not an employee shareholder who receives additional remuneration based on shares. What needs to be considered under tax law to ensure that the successor from the management ranks also qualifies as a successor for tax purposes and not as an employee shareholder? Successors from the family as well as from the circle of employees often invest via a self-held acquisition holding company. Can the shares to be acquired by the acquisition holding company even constitute employee shares? We discuss these and other tax issues that arise after successful entrepreneurial activity (in the case of former start-ups) in personal circumstances."
Julia von AhJulia von Ah
Thomas GammeterThomas Gammeter

Data, know-how and innovation: the start-up's capital

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Workshop

The speaker on the workshop: "In this workshop, you will learn how you can optimally use and protect your start-up's most valuable resources - data and innovative capacity - to ensure sustainable growth and competitive advantages. Discover practical strategies and tools specifically designed to unleash your company's full potential. Sign up to benefit from expert knowledge and take your start-up to the next level."
Christian KunzChristian Kunz

Legal and tax aspects of typical forms of financing in the start-up lifecycle

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Workshop

The speakers on the workshop: "Karin Oberlin and Thomas Nabholz offer you a comprehensive insight into the legal and tax aspects of typical forms of financing in the start-up lifecycle. From seed financing with convertible loans to financing rounds and credit financing - expand your specialist knowledge using practical case studies and advise your start-up clients with sound know-how."
Karin OberlinKarin Oberlin
Thomas NabholzThomas Nabholz

When things don't go well: Restructuring the start-up and liquidation

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Workshop

The speakers on the workshop: "Restructuring and liquidating your own company can be a nerve-wracking affair. This makes it all the more important to take the right steps and decisions in order to carry out both as efficiently and painlessly as possible. In our workshop, we shed light on the pitfalls of restructuring from a tax perspective and specifically address the tax and legal aspects of liquidation. We also focus on the topic of "fire sales" in this context. Of course, you will have the opportunity to ask your individual questions."
Patric EgglerPatric Eggler
Martin LeuMartin Leu

- Program end -

Useful tips

Online / Hybrid

You can participate in this seminar both on-site and virtually.

Discounts

Members of ISIS, employees of courts and administrations as well as persons under 35 years of age or in training receive a discount on the regular seminar price (for details see section 6 of the GTC).

Included in the price

Documentation; in case of on-site participation also stand-up lunch and refreshments during breaks

Professional training

Participation in the one-day ISIS) seminar is confirmed with 8 lessons of professional development.

Why ISIS Seminars?

  • Top speakers
  • Exclusive venues
  • Personal networking
  • High quality documents
  • Detailed solution instructions
Continuing education in tax law
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Compact seminars

You want to build a solid foundation: Compact seminars

In the compact seminars, you will acquire the basic knowledge of Swiss and international tax law in individual topic-related modules. These basics are supplemented by the latest developments in tax law.

The compact seminars are usually one-day events at a central location, but they can also be attended as an online event via streaming.

For preparation and for reference after the seminar, you will receive documents with case studies and detailed solution instructions. The seminar will focus on discussing the case studies.

Integration seminars

You want to think outside the box: Integration seminars

On the one hand, the integration seminars provide you with the basics from cross-tax knowledge areas, for example basic legal and business management knowledge. On the other hand, you can deal in depth with the tax issues arising in this context on the basis of practical case studies.

The integration seminars are usually one-day events with introductory speeches as well as presentations on the respective cross-tax topics. The tax-specific issues are dealt with by discussing case studies.

In-depth seminars

You want to get to the bottom of tax law: In-depth seminars

The in-depth seminars provide an intensive examination of complex tax issues. The in-depth seminars are mainly or exclusively designed as workshops. After a brief introduction to the topic, practical examples are presented with the aim of stimulating in-depth discussions.

In order to leave enough time for the exchange of ideas
also outside the workshops, the in-depth seminars are partly two-day events, where special emphasis is also placed on the ambience.

The in-depth seminars are aimed at experienced tax professionals and those who want to become one.

Working Skills Seminars

You want to develop your secondary virtues: Working Skills Seminars

Within the framework of the working skills seminars, you can train your non-tax-specific skills that are important for success in tax practice. For example, working techniques, creativity or communication skills.

These seminars are held only sporadically.

Update Seminars

You want to be "à jour": Update seminars

In the update seminars, we take changes in tax legislation as well as in related areas of law and changes in tax practice by tax authorities as an opportunity to take a close look at the effects on tax practice. In doing so, the basics are also presented, as far as this makes sense.

Update seminars also include the 90-minute webinars, which are held exclusively online during lunchtime. They focus primarily on current developments.

Seminars Romandie

The ISIS in French-speaking Switzerland

ISIS is also present in French-speaking Switzerland and offers seminars in French. As a rule, these are in-depth seminars. The topic is always selected in the light of current developments.

Tax Trips

You want to expand your horizons: Tax Trips

The Tax Trips take you abroad and offer the opportunity to combine the useful with the pleasant. You travel to other countries and get to know not only their tax peculiarities, but also their cultural and culinary specialties. The training events are carried out in close cooperation with local institutions as well as tax experts practicing on site.

Tax Trips take place only sporadically.