Final Withholding Tax, Year-End Reporting & Investment Tax Reform 2018 | WM Group | 15 November 2018 | Mercure Hotel Eschborn Ost, Helfmann-Park 6, 65760 Eschborn, Germany

With the introduction of the final withholding tax, the desired simplification of the taxation of income from capital assets has not ceased. On the contrary. Tasks of financial management are and have been outsourced to credit institutions, which are henceforth obliged to consider numerous new legal provisions, repair provisions and BMF letters and the corresponding case-law in their daily practice.

On the one hand, the WM-Seminar should ensure that you are familiar with all relevant developments for your consulting and billing practice. On the other hand, the speakers present the new developments and their effects in detail. In addition to the practice-oriented own assessment of these new requirements, special emphasis is placed on assessments and solutions of the German banking industry.

The first day of the seminar deals exclusively with the new taxation system for investment funds. Although the investment tax reform has been in force since 1.1.2018, the answers to numerous practical questions are only gradually being published by the tax authorities. The focus of the first day will be on the current need for action and implementation in credit institutions (taking into account new WM fields).
• What current developments are relevant for custodians and custodians?
• Which action and implementation need follows from this (including new WM fields)?
• What should be considered when redesigning the tax certificates?
• What specific requirements can be derived from the new application letter from the tax authorities?

2018 Speakers

Stephan Dankert
Lawyer & Head of taxes/foundations Department, Bankhaus Lampe KG

Anne-Kathrin Watzlaw
Tax Consultant