Tax Structuring & Tax Planning

We set the right course with you early on: with optimized tax structures and proactive tax planning. We design tax strategies that are effective and sustainable in the long term – from the initial concept to contractual implementation. We identify tax potentials and transform them into success. Your goals set the direction.
Dr. Isabel Bauernschmitt
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
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Sustainable Tax Planning, Structures that Last.

We think strategically, analyze precisely, and question your entrepreneurial status quo. With a clear goal: optimize overall tax burden, strengthen structures, unlock opportunities. Whether it’s restructuring, holding structures, or tax support for financing: We think ahead and resolutely support you.

Our expertise ranges from establishing tax-efficient group and investment structures to event-driven reorganizations and the optimal utilization of tax losses. Always in focus: your tax accounting processes and tax compliance management structures. With smart analyses and digital tools, we make your tax rate predictable. We ensure a suitable structure for your tax data: whether strategic tax planning or efficient tax reporting.

International structures? Complex, but not for us. We combine global presence, local expertise, and interdisciplinary strength. Tax-wise, legally, and economically sound. Together, we provide clarity, guidance, and sustainable solutions for your tax structuring and tax planning.

Our experience from numerous structuring projects across various industries makes us a reliable partner for all questions regarding tax structuring and optimization possibilities.

With us, you build on expertise, excellence, and a global mindset.

Our services

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Structuring and Optimization of your Group

We bring clarity to your group structure and focus on tax optimization: whether in the restructuring of complex corporate groups or the transfer of individual assets. We show you the way to a future-proof group structure.

Our focus areas

  • Tax-Optimized Group Structures
  • Establishment of Tax-Efficient Investment Structures
  • Support for Restructurings under the Reorganization Tax Act (UmwStG)
  • Implementation of Fiscal Unities
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Claudia Krebs
Partner
Certified Tax Advisor
Prof. Dr. Florian Haase
Partner
Attorney at Law (Germany), Certified Tax Advisor, Master of International Taxation (M.I.Tax), Specialist lawyer for tax law
Diana Fischer
Partner
Certified Tax Advisor, Graduate financial management

Establishment of Holding Structures

Holding structures open up new opportunities for growth, investments, and exit scenarios. We analyze, develop, and implement tailored models that are convincing both tax-wise and economically. Across borders and forward-looking.

Our focus areas

  • Analysis of Tax Potentials
  • Development of Efficient Holding Models
  • Creation of National and International Holding Structures
  • Tax Support during Formation
  • Tax Risk Management
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
Prof. Dr. Florian Haase
Partner
Attorney at Law (Germany), Certified Tax Advisor, Master of International Taxation (M.I.Tax), Specialist lawyer for tax law
Diana Fischer
Partner
Certified Tax Advisor, Graduate financial management

Strategic Alliances (Joint Venture)

Strong together. Tax-wise well-conceived. We support you in the planning and implementation of joint ventures and strategic alliances. We create economic synergies with clear tax frameworks for your business success.

Our focus areas

  • Structuring of Tax-Optimized Joint Ventures
  • Tax Due Diligence before Entry
  • Tax-Advantaged Transfer of Assets into the Joint Venture
  • Contract Design with a Tax Focus
  • Optimization of Profit and Loss Allocation
  • Proactive Planning of Exit Structures
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
Prof. Dr. Florian Haase
Partner
Attorney at Law (Germany), Certified Tax Advisor, Master of International Taxation (M.I.Tax), Specialist lawyer for tax law
Diana Fischer
Partner
Certified Tax Advisor, Graduate financial management

Event-Driven Reorganizations

Changes are opportunities. Whether expansion, exit, or realignment: We support your reorganization with a clear tax perspective and a keen sense for your economic goals.

Our focus areas

  • Tax Support for M&A Processes
  • Structuring of Spin-offs and Carve-outs
  • Optimization in International Changes
  • Preparation for Sale or Succession
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
Dr. Claudia Krebs
Partner
Certified Tax Advisor
Diana Fischer
Partner
Certified Tax Advisor, Graduate financial management

Financing

Whether equity, debt, or hybrid financing forms: We show the way to financing that is not only tax-efficient but also sustainable in the long term. We structure capital measures with foresight, legal precision, and tax clarity for investments that make an impact.

Our focus areas

  • Development of Tax-Optimized Financing Models
  • Analysis of Equity and Debt Structures
  • Support for Cross-Border Financing
  • Avoidance of Tax Risks
  • Support for Documentation and Reporting
Prof. Dr. Florian Haase
Partner
Attorney at Law (Germany), Certified Tax Advisor, Master of International Taxation (M.I.Tax), Specialist lawyer for tax law
Dr. Claudia Krebs
Partner
Certified Tax Advisor
Florian Scholle
Partner
Certified Tax Advisor

Restructuring and Turnaround

In challenging times, a clear course is needed. We design tax-sustainable restructurings and support reorganizations with foresight.

Our focus areas

  • Tax-Optimized Loss Utilization in Crisis Situations
  • Tax Exemption for Reorganization Gains
  • Structuring of Debt-Equity Swaps
  • Coordination with Tax Authorities
  • Interdisciplinary Reorganization Support
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
Diana Fischer
Partner
Certified Tax Advisor, Graduate financial management
Florian Scholle
Partner
Certified Tax Advisor

Loss Utilization

Losses are tax-utilizable – if they are structured correctly. We secure tax potentials and design your corporate structure so that loss carryforwards are optimally utilized.

Our focus areas

  • Review of Existing Loss Carryforwards
  • Structuring to Prevent Loss Forfeiture
  • Utilization in Transformations and Changes of Shareholdings
  • Utilization of Tax Fiscal Unities
  • Tax Structuring for Group Structures
Dr. Susanne Kölbl
Partner
Certified Tax Advisor, Graduate in Business Administration
Florian Scholle
Partner
Certified Tax Advisor
Diana Fischer
Partner
Certified Tax Advisor, Graduate financial management

Analysis, Planning, and Optimization of the Tax Rate

An optimized tax rate strengthens your financial performance. We analyze your tax data and identify levers. We implement concrete measures for a sustainable reduction of your tax burden.

Our focus areas

  • Analysis for Tax Rate Optimization
  • Simulation and Tax Impact Analysis
  • Identification of Operational Optimization Potentials
  • Structuring of Profit Distributions
  • Tax Planning for Cross-Border Activities
Andreas Brunnhübner
Partner
Certified Tax Advisor, Graduate in Business Administration
Bastian Danesitz
Partner
Auditor, Certified Tax Advisor
Nadine Fandrich
Partner
Certified Tax Advisor

Tax Planning: Tax Accounting & Reporting

Numbers that make an impact. We ensure correct tax representation in tax accounting and provide precise reports. As a basis for decision-making, for audits, and for your strategic tax planning.

Our focus areas

  • Current and Deferred Taxes
  • Simulations for Tax Planning
  • Analyses for Value Drivers of the Tax Rate
  • Automation and Digitalization
  • Tax Process Consulting

Tax Accounting & Reporting DefTax® & GTC Suite

Andreas Brunnhübner
Partner
Certified Tax Advisor, Graduate in Business Administration
Bastian Danesitz
Partner
Auditor, Certified Tax Advisor
Nadine Fandrich
Partner
Certified Tax Advisor

Tax Compliance Management System

A functioning Tax CMS creates security and trust – internally and externally. We develop individually tailored systems that minimize tax risks, secure tax processes, and meet legal requirements.

Our focus areas

  • Development and Implementation of a Tax CMS
  • Implementation of Digital Tax CMS
  • Risk Analysis and Process Documentation
  • Establishment of Tax Control Mechanisms
  • Modernization of Tax Audits

Digital Tax CMS TC Navigator®

Andreas Brunnhübner
Partner
Certified Tax Advisor, Graduate in Business Administration
Bastian Danesitz
Partner
Auditor, Certified Tax Advisor
Nadine Fandrich
Partner
Certified Tax Advisor