Services
Private Clients & Family Businesses
KLOKAR & PARTNER PROVIDES TAX SAVING SOLUTIONS WITH LEGAL SECURITY
KLOKAR & PARTNER supports private individuals, self-employed people (e.g. freelancers), family businesses and private foundations in all tax related issues in order to achieve sustainable and legally compliant solutions to optimise their tax burden. The subject areas range from succession issues, gifts (obligation to report gifts) and changes of residence to advice on domestic and cross-border property and capital investments as well as ongoing tax advice.
Company and asset succession
Building up a company or assets is often a lifelong endeavour. The handover of such company or these assets should therefore be done carefully and plan-wise. We advise you on succession planning and asset transfers to secure your assets in order to achieve tax-optimised solutions for the transferor and successor.
Capital assets
We are happy to advise you on the taxation of capital assets. This includes in particular the current taxation of capital assets (capital gains tax) as well as advice related to the payment, relief at source and capital gains tax refund (KESt refund).
Private foundations and asset management
We offer a full tax service for Austrian private foundations. This includes both structuring and advice on the ongoing taxation of the founders, foundations and beneficiaries as well as in the event of a withdrawal from existing structures.
Structuring of companies (M&A)
Mergers, company takeovers or incorporations/spin-offs of company divisions harbour a variety of risks and opportunities. We support reorganisations such as mergers, transformations, real divisions, demergers and transfers of registered offices or accruals and advise on tax and accounting-related reorganisation issues.
Inbound and outbound migration ("exit taxation")
We advise you on the tax implications of moving to or from Austria, as well as on other residency and relocations issues. Moving to Austria is usually a matter of complying with certain tax obligations and avoiding negative tax consequences. When moving out of Austria it is important to bear in mind any tax obligations arising from unrealised gains on certain assets (so-called exit taxation).
Self-employed people
Self-employed persons such as doctors, pharmacists, lawyers or notaries often operate in relatively small organisational structures or as part of family businesses. It is therefore important to have a trustworthy contact person at your side. We have been advising several self-employed people for many years and offer personalised support and rapid assistance in all matters relating to tax.
Artists and sportspeople
Austrian and international tax law provides for a number of special regulations for artists and sportspeople (such as lump-sum payments, carry-back of profits or relocation benefits). We are happy to support you as a nationally or internationally active person in the artistic or sporting field with your questions.
Influencers and bloggers
(Relatively) new professional groups such as influencers and bloggers often face tax issues. Revenue generated through platforms such as Instagram, YouTube, TikTok, Facebook, Twitter, etc. can lead to tax implications. There are, however, many optimisation opportunities in this that require the support of a tax advisor. We are happy to support you in these matters.
Academics and researchers
Austrian and international tax law offers a number of special regulations for academics and researchers (such as an immigration allowance as an immigration favour or special double taxation agreement clauses). We are happy to answer all your tax related questions, as an academic or researcher.