The Situation
When companies need to establish employee participation plans, the challenge goes beyond just offering equity—it’s about aligning with tax regulations, both in Switzerland and abroad. With growing businesses considering global expansion, the tax treatment optimization is crucial.
Our Approach
Here’s how we made it happen:
⏲️ Strategic Tax Ruling Timing – We helped determine the right timing and approach to obtaining tax rulings, maximizing benefits and minimizing future complexities.
🌎 Cross-Border Tax Impact – Provided guidance on the tax consequences of expanding internationally, ensuring that any relocation or foreign branches wouldn’t derail tax efficiencies.
📝 Smooth Plan Administration – Assisted in ensuring correct tax valuations with authorities, and supported the preparation of salary statements for clear, compliant reporting.
The Impact
A seamless and comfortable experience was delivered to companies like SwissDrones Operating AG in setting up their employee participation plans, with a tax-efficient structure that reduces liabilities at the time of distribution and optimizes non-taxable gains when shares are sold, ensuring compliance no matter where they expand.
“Alfred’s expertise ensured our participation plan was fully compliant and strategically sound. We could focus on scaling, knowing the legal and tax pieces were taken care of.” - Lukas Obrist, Chairman, SwissDrones Operating
The Team
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