Expats Services
You are planning to move or moved to Austria recently? You received a letter from the tax authorities? Are you interested in your tax status and filing requirements? You need help with other tax and legal questions? We may help.
Based on our experience in international taxation, structuring, and cross-border matters, we offer comprehensive services to expatriats. We analyse your tax and legal situation, provide tax and legal advice regarding your private, business, employment and investment matters, and support expatriats in filing tax returns and in tax proceedings.
Our comprehensive services for expats consist of:
- International and Austrian tax advice and Austrian tax compliance
- Social Security advice and compliance
- Immigration law advice and compliance
- Specialized advice for privileged individuals from international organisations, embassies, or consulates of foreign countries (nonresident vs resident status, exemption from Austrian income tax and social security contributions)
- Self-employment or business advice for expats
- Legal advice including real estate advice regarding rental or purchase agreements
- Taxation and optimization of foreign savings and retirement plans like eg US 401k, IRA (Individual Retirement Accounts), Roth IRA, HSA (Health Savings Plans), 529 College Savings Plans or UK ISA (Individual Savings Account)
- Taxation of foreign investment fonds (as reporting or nonreporting funds, Meldefonds vs Nichtmeldefonds) and optimization (self-calculation, Selbstnachweis)
- Taxation of foreign insurance contracts, foreign pension and annuity payment
- Reporting obligations for gifts (Schenkungsmeldung) and transfers of investment assets (Meldepflichten bei Depotübertragung von Kapitalvermögen)
Private Clients Services
You own or will receive assets in the form of a business, real estate, securities, or shares in companies that require tax and legal optimization? You do not know how to structure your assets for the present and the future? You think of establishing an active or a holding company, a family office, or an asset management entity?
Based on our experience in taxation, corporate, and private clients matters, we may support you in structuring your assets in an optimized way from a tax and legal perspective. We analyse your tax and legal situation, provide you with options on an individual basis and implement these options together with you or your advisor.
Our comprehensive services for private clients consist of:
- Tax advice and tax compliance
- Taxation of foreign real estate and investments
- Taxation of foreign investment funds (nonreporting vs reporting funds, Nichtmeldefonds vs Meldefonds)
- Taxation of cryptocurrency income and capital gains
- Social Security advice and compliance
- Establishment of holding companies
- Transactions by way of asset deals or share deals and tax-neutral reorganizations
- Asset management advice and structuring
- Real estate structuring or transaction advice
- Succession planning
If you are interested in more information please get in contact with us:
E office@perltaxlaw.at
T +43 1 992 976 9-000