Tax exemption Archives - Rechtsanwaltskanzlei München

Published on: 29. January 20203. December 2020

Retirement provision benefits companies and employees – savings pot for medium-sized companies

More than ever before, every German citizen is responsible for his or her own retirement provision. The benefits of the statutory pension are by far not sufficient to even come close to maintaining the accustomed standard of living at retirement age. Even the Retirement Assets Act (AVmG) passed on 11 May 2001 is only […]

Published on: 9. January 2020

When revocation and/or amendment of a subscription right can fail

The Federal Court of Justice (BGH, ruling of 25.09.2019, ref. IV ZR 99/18) had to deal with the life insurance of a policyholder (VN) who had fallen into a coma in 1993 after an accident. The wife, who was divorced in 1994, was entitled to withdraw her claim. The father of the UN informed the […]

Published on: 3. July 2019

Is compensation for damages tax-free?

Household management damage, mobbing damage and maintenance: When benefits are tax-free – something often overlooked by consultants. Anyone who is reduced in earning capacity as a result of a third-party-induced damage to health receives compensation for this, which is taxable as it replaces earned income. However, for the reduced ability to carry out unpaid […]

Published on: 9. August 2016

Blackboard papers guarantee tax exemption – or tax evasion-deluxe until the end of 2016

– Which loopholes the legislator still allows the investor tax-free – For decades it has been customary for many investors to store their securities in effective certificates in a safe deposit box. For the older generation, the reason is a war experience, so that, if necessary, one can pick up bonds and shares at any […]

Published on: 21. June 20167. December 2020

Health and nursing care insurance: no full tax deduction

According to § 10 I No.3 EStG, all contributions to private health and long-term care insurance should be fully tax-deductible as “other provision expenses” from 2010. However, this only applies in so far as it is proportionally a so-called basic insurance (basic health insurance and compulsory nursing care insurance). The Federal Court of Finance […]

Published on: 25. April 20167. December 2020

Expert advice: Do brokers risk their commission through fringe benefits?

In the third part of their exclusive article for FONDS professionell ONLINE on additional services provided by brokers, attorney Johannes Fiala and actuary Peter Schramm deal with the question of what consequences additional services can have for the brokerage fee. There is more than just a legal question mark behind various additional services that brokers […]

Published on: 21. April 20167. December 2020

Asset management in private wealth management

The FLV-jacket as a highly interesting tool for asset structuring and optimization from a tax and inheritance planning perspective The advisor of private wealth clients should know the advantages of investing abroad. Of central importance are discretion, creative flexibility, as well as banking and insurance secrecy. Buzzwords: Income taxes Inheritance Taxes Withholding taxes individual […]

Published on: 23. February 20167. December 2020

Insurance Brokers: Brutal Educational Liability?

The Federal Court of Justice has rejected the allegedly legal settlement of claims by insurance brokers. The insurance broker concerned now owes omission and compensation. What does that mean in concrete terms? No broker is allowed to settle claims for the insurer (VR) – with or without the usual additional remuneration. The so-called technical insurance […]

Published on: 14. August 201511. January 2021

Asset Protection: How millionaires are misled by financial planners and consultants

– Why some asset protection leads to poverty or prison – It is common practice for credit institutions of all kinds and independent advisors to sell “private financial planning” to their clients. This may well cost a few thousand euros in fees – only for the time being, because the damage done in the […]

Published on: 13. August 2015

Tax-privileged health support by employer without any private supplementary insurance at all

– Efficient employee retention through company sickness benefits – According to § 10 I No.3 EStG should since 2010 all Contributions to private health and long-term care insurance are fully tax-deductible as “other pension expenses”. However, this only applies in so far as it is proportionally a so-called basic insurance (basic health insurance and […]

Phone:	+49 (0)89 – 17 90 90 – 0
Skype:	Dr. Johannes Fiala PhD
Fax:	+49 (0)89 – 17 90 90 – 70
E-Mail:	info(at)fiala.de

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