Marcel Schwab

Certified Auditor (Germany) / Tax Advisor (Germany)

Tel.: +423 231 13 03

The main areas of Marcel Schwab covered:

  • Tax advice focusing on international family business and its shareholders
  • Structuring and planning family businesses at the national and international levels.
  • Transfer prices for tax audits, transfer pricing documentation
  • Conflict management and mediation between shareholders
  • Advice on tax transactions, tax audit
  • Cross-border tax structuring
  • Taxation Output
  • Estate structuring and construction conflicts
  • Inheritance tax assessment for real estate and companies
  • Post-declaration and processing of foreign assets
  • Industry Knowledge: Industry, Automotive, Logistics, Engineering, Publishing

Selected customer references and projects


Languages

German, English

Career history

  • 1992 tax consultant
  • 1994 Exam as a Chartered Accountant, Manager, Senior Manager DATAG / Schitag WPG
  • 2000 German Tax Desk Ernst & Young New York
  • 2001 Partner in the tax department at Ernst & Young GmbH, Wirtschaftsprüfungsgesellschaft
  • 2010 Head of CleanTech at Ernst & Young Frankfurt
  • 2013 and 2014 Head of Tax Department at Ernst & Young in Sofia, Bulgaria and Skopje, Macedonia
  • 2015 Freelance work as WP / StB

Education

  • 1983 – 1986 Studies at the University of Applied Sciences in the field of taxation (diploma thesis on the information clause of the DBA Germany – Switzerland)
  • 1997 – 1992 Tax and Audit Assistant at a medium-sized auditing company in DATAG / Schitag Verbund
  • 1992 tax consultant
  • 1994 exam to the auditor

Memberships

  • Chamber of Auditors
  • Steuerberaterkammer
  • Swiss-German Business Club, Frankfurt
  • German Foreign Trade Chamber Bulgaria
  • German Foreign Trade Chamber Macedonia

Lectures (selected)

  • Various lectures in connection with the settlement of German companies in Switzerland

Practice areas


PRIVATE CLIENTS

  • Legal and tax asset structure planning
  • National and international asset succession planning and asset protection planning
  • Foundation consultancy for private or charitable foundations in Liechtenstein, Germany and Switzerland
  • Assessment of complex foundation, trust and corporate structures with regard to their tax treatment and any tax criminal risks
  • Wills and inheritance contracts
  • Inheritance tax planning advice
  • Marital property planning, marriage contracts, divorce agreements
  • Arranging the estate, executing the will, succession proceedings, inheritance processes
  • International estate processing
  • Moving and immigration planning in Liechtenstein, Germany and Switzerland
  • Foundation and investment management, company acquisition and sale
  • Transfer pricing
  • Secondment of personnel

CORPORATE AND FINANCIAL MARKET LAW

  • Company formation and administration in Liechtenstein and Germany
  • Admission procedure for financial service providers in Liechtenstein and Germany
  • Company purchase and sale