Real estate is always an exciting subject area for me due to the various tax issues involved. My topic: real estate as a capital investment.
I specialize in the tax treatment of real estate investments by domestic and foreign real estate funds. Tax aspects can be decisive for investors. Does the chosen investment structure meet the investor's tax requirements? Are there alternative investment vehicles? Is what is intended for tax purposes ultimately reflected in the fund's and investor's tax returns?
The tax structuring of a real estate investment can be well planned - ultimately, the decisive factor is how it is implemented in tax compliance. There are numerous challenges here: In the case of special investment funds, for example, in addition to the tax assessment of the investment, the income and expenses must be allocated to the investors at the correct time. In addition to the complexity of the issues, this also requires rapid processing of a mass of data. I am therefore particularly interested in the further expansion of our IT-supported tax compliance and reporting software, the FS Reporting Engine.
Due to increasing regulatory requirements, in addition to the tax compliance requirements at fund level, I also deal with issues relating to the tax requirement criteria for an investment fund. In addition to the tax analysis of the individual criteria and their compliance, the focus here is increasingly on tax process consulting for fund managers.
"After the reform is before the reform": this currently applies in particular to investment taxation. I am therefore particularly committed to highlighting the challenges of new regulations in an understandable way - be it in publications, workshops or by visualizing them on posters.
Personal exchange is particularly important to me: please come to my event for the fund industry - the "KLÖNschnack" - in Hamburg. If you are interested, please get in touch with me.