The 4th isa conference was held in Camp de Mar, Majorca, from 22 to 24 September 2011, discussing the subject of “advising international private clients: legal and fiscal treatment of international capital assets”. Professor Martin Wenz, Chair for Tax Management and the Laws of Liechtenstein and International Taxation at the University of Liechtenstein, took part in the panel discussion of the first topic, concerning cross-border donations, endowments and funding.
The 4th isa conference was held in Camp de Mar, Majorca, from 22 to 24 September 2011, discussing the subject of “advising international private clients: legal and fiscal treatment of international capital assets”. Professor Martin Wenz, Chair for Tax Management and the Laws of Liechtenstein and International Taxation at the University of Liechtenstein, took part in the panel discussion of the first topic, concerning cross-border donations, endowments and funding. He explored the current legal and fiscal questions regarding charitable organizations in Liechtenstein. Other panellists were Dr. Christian von Oertzen, lawyer, FGS Flick Gocke Schaumburg, Frankfurt am Main, Mag. Gerald Gahleitner, LeitnerLeitner, Linz, and Richard Frimston, Russell-Cooke LLP, London. They contributed to Professor Martin Wenz’s statements by offering insights into the topic from German, Austrian and British viewpoints.
Further key subjects at this year’s isa conference:
- Current tendencies and requirements on the financial market, in particular, recognition of trends regarding ethics, transparency and sustainability
- Regulatory restrictions and liability aspects when advising international private clients
- Current developments regarding tax-driven capital investment products in Germany – media funds, fund-linked life insurances, global future funds, etc.
- Tax on capital gains, EU interest tax and withholding tax under the treaties between Germany and Switzerland
Every year, isa Internationale Standortakademie AG organizes a conference on advising international private clients. This conference is aimed at professionals from German-speaking Europe representing private clients and/or entrepreneurs, as well as at tax consultants, lawyers, financial services providers, auditors and personalities from the fields of politics and business.