A look back at our «Reduce your taxes in 2023» seminar»

Our tax seminar «Reduce your taxes in 2023» took place on Tuesday 21st February at the Hôtel Royal Savoy in Lausanne, presented by OFISA | BERNEY ASSOCIÉS.

This seminar was intended for anyone living in the canton of Vaud who wishes to master their tax situation.

The aim was to raise participants' awareness of the opportunities and possibilities for optimising their tax situation. Throughout the presentation, our various speakers analysed different examples and situations where tax optimisation is possible.

Thank you to everyone who came along, and we had a great time talking and discussing the subject with them!

Things to remember

Employees: the main levers for savings remain buybacks in the 2nd pillar as well as contributions to 3rd pillar A. It should be noted, however, that the 2nd pillar is a complex tool that requires prior analysis.

Self-employed: no particular new developments for 2023. The question of possibly transforming self-employment into a limited company remains. Depending on the situation and the chosen options, tax savings can be made. Again, such an operation requires prior analysis.

Entrepreneur-shareholder / wealth tax: the major innovation lies in the valuation of unlisted securities within the framework of the wealth tax. The Canton of Vaud has indeed implemented rules allowing the wealth value of securities to be reduced when they can be qualified as a working tool.

Real estate: For landowners, the tax burden can be optimised by acting on several levers, such as planning maintenance and renovation work (with some of these works potentially being deferred, under certain conditions, over 3 tax periods) and also by holding property through a real estate company.

Are you looking for a partner to support and advise you on your tax matters?

The field of taxation is very complex and constantly evolving. For this reason, it is wise to call upon experts who strive to identify measures to optimise your tax situation. Whether you are an employee, self-employed, an entrepreneur, a property owner or nearing retirement, there are certainly opportunities to reduce your tax bill!