Private Clients Update - Assets | Foundations | Succession
The update for entrepreneurs, investors and wealthy private individuals every two months
Our free newsletter is published every two months to inform you about current and general topics relating to assets, foundations and succession.
We keep it short and - hopefully - understandable, and practical anyway. The topics we cover are the subject of our daily work. Because asset optimization often goes hand in hand with tax issues, the newsletter will also regularly cover tax topics.
Current issue | June 2026
Properly Categorizing Carried Interest Between Germany And The U.S.
International Tax Law
Between Germany and the United States, the proper classification of the fund structure determines where carried interest is taxed and whether risks like double taxation may emerge. Read on to learn about the key factors.
International Family Foundations And Trusts: Reform of The German Foreign Tax Act
International Tax Law
The planned reform of Section 15 of the German Foreign Tax Act brings far-reaching changes to the taxation of foreign family foundations and trusts. New requirements, an expanded scope of beneficiaries, and updated documentation obligations will noticeably alter the rules for transparent taxation.
Cryptocurrencies: Will Germany Eliminate The Tax-Free Holding Period?
Crypto Assets
The tax-free sale of cryptocurrencies after twelve months is under political pressure. Several legislative initiatives and new reporting requirements point to fundamental changes. Read on to find out what investors should now bear in mind.