Firm / Organisation

ADB Altorfer Duss & Beilstein AG

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This content is provided by ADB Altorfer Duss & Beilstein AG.

Chairman: Dr Marco Greter
Managing Partners: Dr Jürg Altorfer, Fabian Duss, Dr Andreas Helbing, Dr Pascal Taddei
Number of partners: 5
Number of lawyers: 10
Languages: English, French, German, Italian, Spanish

Firm Overview:
Founded in 1954, ADB Altorfer Duss & Beilstein AG is one of the leading tax law firms in Switzerland, offering expert advice in all areas of domestic and international tax law. Located in Zurich, the firm specialises in providing a wide range of tax services in all areas of corporate tax, individual tax, VAT, transfer pricing and tax litigation. The ADB team has decades of professional experience and comprises five partners and ten highly qualified tax experts. Clients include national and international public-listed and privately run businesses in various sectors, in addition to Swiss and international high net worth individuals and institutional investors. ADB provides a comprehensive consultancy service focused on Swiss and international tax law and bordering areas of Swiss business law.

As a result of its longevity, ADB has formed well-established relationships with a large number of small and mid-sized Swiss law firms. ADB’s tax expertise is also respected and utilised by a large number of banks, asset managers, family offices as well as accounting and fiduciary firms.

Main Areas of Practice:

-Tax
-Corporate/M&A
-Employment
-Private Client
-Real Estate
-Financial Services Industry


Tax Law:

Capital Markets & Financial Products Tax Support:
The firm supports national and international clients regarding the tax aspects of capital market instruments, asset securitisation, syndicated loans, investment funds, derivatives and structured products, venture capital and private equity transactions.
Contact: Fabian Duss
Tel: +41 44 267 63 67
Email: [email protected]

M&A Tax:
The tax experts of ADB assist their clients with the structuring of national and cross-border corporate acquisitions and disposals, mergers, corporate demergers, joint ventures, MBOs and all forms of restructuring.
Contact: Jürg Altorfer
Tel: +41 44 267 63 80
Email: [email protected]

Tax Litigation & Prevention in Penal Law Tax:
The firm offers assistance in tax audits, representation in tax appeal procedures (administrative appeals, judicial appeals) as well as examination of structures from a tax viewpoint (health check); assistance in restructurings and voluntary disclosures.
Contact: Andreas Helbing
Tel: +41 44 267 63 65
Email: [email protected]

Cross-Border Tax Structuring:
ADB advises in particular on the special issues arising in cross-border situations, e.g. related to withholding tax and the application of double taxation treaties.
Contact: Pascal Taddei
Tel: +41 44 267 63 88
Email: [email protected]

Transfer Pricing:
The firm is often involved with the tax effective structuring of the supply chain, assessment of intercompany transactions, reallocation of functions, conception and assessment of transfer pricing systems as well as with the preparation of transfer pricing documentations.
Contact: Marc Dietschi
Tel: +41 44 267 63 58
Email: [email protected]

VAT & Customs:
ADB’s VAT specialists advise on cross-border supplies of services and goods, including assessment of customs questions, optimisation with regard to declaration duties in Switzerland and abroad as well as in relation to entitlement to deduct input tax, real estate transactions and collective investment schemes. The firm also provides assistance in VAT audits and representation in appeal procedures, VAT training, VAT compliance and VAT fiscal representation.
Contact: Britta Rehfisch
Tel: +41 44 267 63 74
Email: [email protected]

Real Estate Tax:
ADB supports clients on tax matters in real estate transactions (asset and share deals), advises on the use of tax losses, the planning for annual accounts and the calculation of current and deferred taxes. Furthermore advice is provided on the direct and indirect holding of real estate, in replacement transactions and tax calculations.
Contact: Mathias Häni
Tel: +41 44 267 63 85
Email: [email protected]

Domestic Group Restructuring & Recapitalisation:
ADB provides advice on the planning and implementation of tax-efficient reorganisations, restructuring and recapitalisation measures.
Contact: Fabian Streule
Tel: +41 44 267 63 73
Email: [email protected]

Private Client Tax Services:
ADB provides analysis of the asset situation, tax-efficient asset structuring, the use of foundations and trusts and succession planning for entrepreneurs. This includes advice related to inheritance tax law and taxation of donations. Furthermore, applications for tax rulings (e.g. for lump-sum taxation or personal holding companies) are filed.
Contact: Pascal Taddei
Tel: +41 44 267 63 88
Email: [email protected]

Global Mobility:
The firm assists clients in special national and international questions on payroll taxes, preparation of tax declarations in the case of a retrospective ordinary assessment or supplementary assessment. Also, special questions on national and cross-border social security law are solved.
Contact: Fabian Duss
Tel: +41 44 267 63 67
Email: [email protected]

Tax Compliance Services:
ADB offers the preparation of all kind of tax returns (income and wealth tax, real estate capital gains tax, real estate transfer tax, tax on donations and inheritance tax, VAT and customs declarations), as well as the review of tax invoices and assessments (including social security contributions).
Contact: Theodor A.J. Ambauen
Tel: +41 44 267 63 76
Email: [email protected]

Business Law:
ADB has a wide range of experience in dealing with tax related questions of business law. The firm assists companies in all matters of company law, during incorporation, restructuring, changes in capital and transactions as well as in the areas of contract law, employment law and immigration law. Risk analysis in the event of corporate takeovers, corporate acquisitions and initial public offerings is offered. Assistance with the drafting or amendment of the articles of associations, shareholder agreements and employee participation schemes is provided. ADB also advises private individuals inter alia in relation to asset and inheritance planning as well with the drafting of prenuptial agreements, wills and inheritance agreements. Assistance of heirs during the administration of the inheritance is provided and mandates as executors of the will are offered. Furthermore, assistance with the relocation to and from Switzerland is provided, including evaluation of places of residence, immigration law, work permits and property purchase permits.
Contact: Urs Zeltner
Tel: +41 44 267 63 66
Email: [email protected]