Tax Advisory – Bad Homburg
Expertise

Holistic Tax Strategy

From ongoing tax compliance to complex tax structuring.

I advise private individuals and businesses on all aspects of taxation. My focus is on providing forward-looking solutions with an international perspective, for private wealth as well as business structures.

Services

A personal income tax return is much more than simply meeting annual filing obligations. It provides the foundation for identifying opportunities for tax-efficient wealth planning. I advise on the taxation of investment assets and real estate, succession planning, and the tax treatment of capital gains. In medium-sized businesses, I also support shareholders in matters relating to the taxation of partnerships and corporations.

Businesses with an international dimension face tax issues almost every day. I support business restructurings under the German Reorganisation Tax Act (Umwandlungssteuergesetz), advise on group tax matters and intragroup financing, as well as on partnerships and corporations, from incorporation to succession.

I have also published a number of case notes in DStR-K on decisions of the German Federal Fiscal Court (Bundesfinanzhof), including on share-for-share exchanges and book-value transfers under Section 3 of the German Reorganisation Tax Act (UmwStG).

International investments and cross-border business structures present complex tax challenges that require specialist advice. I advise businesses, investors and high-net-worth individuals on the tax structuring of international matters—from the application of double taxation treaties and transfer pricing to controlled foreign company (CFC) rules and cross-border reorganisations.

The focus is on delivering a legally robust and commercially sound solution tailored to your individual objectives.

Most recently: Lead article in the IStR Practice Forum (October 2025) on the broad interpretation of the concept of control in the German Foreign Tax Act implementation guidance.

Whenever wealth is transferred across generations or across borders, careful planning determines the eventual tax burden. This includes lifetime gifts, the valuation of business assets and the crediting of foreign inheritance tax in international situations. The opportunities for tax planning are considerable—but only if action is taken in good time.

These matters frequently overlap with other areas of tax law. International inheritance cases involve international tax law, while business succession combines inheritance tax with business taxation.

Approach

How I Work

I advise clients in both German and English. International matters often extend beyond tax law. Where issues of corporate law, inheritance law or criminal tax law arise, I work closely with specialised lawyers. I also provide confidential second opinions on existing tax strategies or specific matters, without affecting your existing relationship with your current adviser.

Consultation

Let's Talk

Many clients contact me only when deadlines have already passed or urgent issues have arisen. A first conversation often provides clarity and shows whether I am the right adviser for your situation. If you would like an initial assessment of your circumstances, I look forward to hearing from you.

Frequently Asked Questions

Answers to the questions I am most frequently asked before a new engagement.

When should I seek specialist advice on international tax law?

Specialist advice is advisable whenever your circumstances involve a cross-border element—for example, when relocating abroad, making international investments or expanding your business internationally. The earlier advice is sought, the greater the scope for effective tax planning.

Yes. Many engagements involve providing a second opinion on a specific international tax matter, while the ongoing tax advice remains with the client's existing tax adviser.
Yes. I provide comprehensive advice on international tax matters. This includes, among other areas, double taxation agreements and the taxation of foreign-source income.
It is intended to assess your situation and determine whether, and to what extent, professional advice would be appropriate. The consultation can take place by telephone, via video call or at my office in Bad Homburg.
Yes. International matters are handled in either German or English, if requested.
My fees are charged either in accordance with the German Tax Adviser Remuneration Ordinance (Steuerberatervergütungsverordnung) or under an individual fee agreement. I discuss the applicable fee structure with you transparently at the beginning of our engagement.