Individual and inheritance tax law

Sekri Valentin Zerrouk's practice in the area of individual taxes includes:

  • Audits and preparation of financial statements for individuals and estates;
  • Optimization of transfers of corporate ownership;
  • Wealth Tax management (ISF);
  • Gifts and inheritance;
  • Real estate investments;
  • Life insurance;
  • Separation of attributes of ownership;
  • Preparation of income tax and Wealth Tax returns;
  • Execution and management of tax undertakings (including Dutreil undertakings).

The firm has particular experience in the optimization of tax issues that affect managers:

  • Management package (BCE, stock-options, free shares, BSA, etc.);
  • Tax optimization of compensation (split payroll, retirement pensions, expatriate allowances, etc.);
  • Utilization of the PEA (share savings plan);
  • Income Tax and the Wealth Tax reductions.);
  • Optimization of the Wealth Tax.

  • Jérôme Assouline is a leading member of the Individual Tax and Private Client Committee at the International Bar Association (IBA). He is also a member of STEP (Society of Estate and Tax Practitioners).

Contact:

Jérôme Assouline  




 
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