- We set up your private statement of assets and liabilities.
- We evaluate actual assets on actual basis.
- We sum up by using more visibly parameters. How is your asset supposed to develop within the next years? Which issues do you have to care for?
- We are systematically planning the future development
- We are planning this development under taxation aspects. How should you handle your existing assets and how to handle the expected assets that you have to pay the less as possible to the tax authorities.
- We plan how you can optimize your asset develop-ment.
- Therefore, we also give you advice to aspects con-cerning taxation in investments and the sale of real estates.
- Together with you, we are going to create a concept to finance your retirement.
- We also plan and arrange far-seeing tax cuts by transferring assets, donations and similar construc-tions.
- We advise you while buying or selling real estates.
- We can calculate the individual tax advantage or disadvantage for you. You will be amazed, how often buying real estate does not count much for taxation.
- We supervise real estate and net yield development for several years. This information helps us to develop suggestions for our clients how to act.
- We show you financing alternatives and the debt restructuring.
- We make you attentive of the tax utilization.
- We help you to evaluate and analyze tax privileged investments.
- That is very important if we plan your retirement-concept.
- We are going to work out your individual age security concept.
- Private statement of assets and liabilities
The wish to retire early and live real good afterwards, is very widespread. The question: Are you able to do that? And what are you supposed to do before, to be finally able to afford it?
- We provide a statement of assets and liabilities to discover the action required in certain areas.
- We review your insurances: Are the expected life-insurances profitable enough to keep the standard of living even if you drop out of the business life early?
- How do your freeze-out offers look like with part-time work for elderly people or early dismissal from the job?
- Are there any real estates, which could be sold to cover the cost of living?
- Is such a sale significant?
- We optimize the possible interest income or other tax free income from your income from capital investments.
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