Business Leader: Tax Strategy and Income Tax Return

For a manager, personal taxation is often inextricably linked to that of his company.

Remuneration, dividends, holding of securities, transactions carried out by a holding company, capital gains or property income may be included in the same declaration, whereas they result from decisions taken well upstream.

The real question is therefore less declarative than strategic: How to organize flows and operations so that the personal taxation of the manager remains consistent with his professional and heritage objectives?

Arbitrate before revenue is collected

The choice between remuneration and dividends, cash flow, holding interests or preparing an assignment can have very different tax consequences.

These decisions benefit from being reviewed together, taking into account the personal circumstances of the manager, his liquidity needs, his assets and future projects.

A well-built strategy can thus reduce the overall tax burden and prevent individual decisions from damaging the net return on revenues.

Matching professional taxation with personal interests

The annual return provides a photograph of the situation, but the fiscal performance is built upstream.

The firm assists managers in the analysis of their choices in order to identify the most efficient schemes, measure their personal impact and direct future decisions towards more favourable taxation, while respecting the legal framework.

Master Édouard Pruvost specializes in the tax strategy board of executives. To analyse the link between your business income, assets and future operations, and to identify solutions that can improve your personal taxation in a concrete way, contact the firm in order to receive a personalised strategic advice.