Events

von Prof. Dr. Peter Jung, UNI Basel

Dienstag, 14. September 2010, 18:00-19:00 Uhr
anschliessend Diskussion und Apéro
20:30 Uhr Ende der Veranstaltung

Veranstaltungsort:
Ausbildungs- und Konferenzzentrum UBS AG
Viaduktstrasse 33, 4051 Basel (Tramhaltestelle Markthalle)

Für Mitglieder ist der Eintritt frei; Nichtmitglieder bezahlen einen Unkostenbeitrag von CHF 50.-, welcher nach Anmeldung in Rechnung gestellt wird.

Anmeldungen erbeten bis 7. September 2010 an:
secretariat@stepbasel.ch

Tuesday 14th and Wednesday 15th September 2010

Venue:
das neue rialto, Birsigstrasse 43-45, 4054 Basel

Programme:
see the attached Programme

Speaker: Prof. Dr. Paul Eitel, www.unilu.ch, www.bracherpartner.ch

Venue: Hotel Schweizerhof Luzern www.schweizerhof-luzern.ch

This presentation will be held in German

Registration by 13th September 2010 to events@step-ch-fl.com

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Taxation of Swiss corporations (Introduction)

Introduction to principles of taxation of corporations in Switzerland and to cantonal tax privileges

This course, structured in eight session spread over 2010, is designed and led by experts from City of London law firm Speechly Bircham and BDO plus other invited speakers as appropriate.  Full details attached. Registration closing is 5 days before the course.

Considerations when investing in assets

This course is designed to highlight the key issues which need to be considered by private clients before they invest in different types of “special” assets, such as art, planes, yachts and hotels. It will focus on the relevant legal, financial, tax and commercial issues which clients ought to bear in mind.

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Taxation of Swiss corporations (Advanced)

Participation exemption, sophisticated use of specific concepts of taxation and tax holidays.

Our annual 2 day training course will be held for the first time in Lucerne. The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little experience of trusts, who wish to gain a more comprehensive knowledge of the subject.

The lectures will be given by experienced STEP members who will concentrate on the practical aspects of trust formation and administration. Comprehensive documentation will be supplied and there will be plenty of opportunity for participants to interact with the lecturers and each other. The language of the course will be English but questions and answers may also be in German. Full details and registration form attached.

This course, structured in eight session spread over 2010, is designed and led by experts from City of London law firm Speechly Bircham and BDO plus other invited speakers as appropriate.  Full details attached. Registration closing is 5 days before the course.

Philanthropy

The day will concentrate on specific cross border issues and the ramifications of charitable giving across countries. It will include a number of guest speakers discussing different forms of charitable giving, the types of charitable vehicle which can be established by families and the ways in which families and charities can benefit from this process and monitor it.

An Introduction to Trusts, 18th & 19th January 2011, Zurich

Our annual 2 day training course will be held in Zurich in a similar format to previous years. The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little experience of trusts, who wish to gain a more comprehensive knowledge of the subject. Details and Registration form attached.

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Succession and Inheritance (Introduction)

Introduction to legal and tax aspects of inheritance and gifts.

von Dr. Urs Zulauf , FINMA

Dienstag, 1. Februar 2011, 18:00-19:00 Uhr
anschliessend Diskussion und Apéro
20:30 Uhr Ende der Veranstaltung

Veranstaltungsort:
Ausbildungs- und Konferenzzentrum der UBS AG,
Viaduktstrasse 33, 4051 Basel (Tramhaltestelle Markthalle)

Für Mitglieder ist der Eintritt frei; Nichtmitglieder bezahlen einen Unkostenbeitrag von CHF 50.--, welcher nach Anmeldung in Rechnung gestellt wird.

Anmeldungen erbeten bis 25. Januar 2011 an:
secretariat@stepbasel.ch

Our “An Introduction to Trusts Course” will be held as a one day course for the first time in Vaduz in a similar format to our course in Zurich in previous years. The course is designed to provide practical instruction for persons working in the banking, financial, trust and fiduciary sectors in Switzerland. It will be of interest to people with relatively little experience of trusts, who wish to gain a more comprehensive knowledge of the subject. Details and registration attached.

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Succession and Inheritance / International Private Law (Advanced)

Advanced session incl. international legal and tax aspects.

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Application of Double Tax Treaties (Introduction)

eines Referenten der ESTV

Dienstag, 21. Juni 2011, 18:00-19:00 Uhr
anschliessend Diskussion und Apéro
20:30 Uhr Ende der Veranstaltung

Veranstaltungsort:
Ausbildungs- und Konferenzzentrum der UBS AG,
Viaduktstrasse 33, 4051 Basel (Tramhaltestelle Markthalle)

Für Mitglieder ist der Eintritt frei; Nichtmitglieder bezahlen einen Unkostenbeitrag von CHF 50.--, welcher nach Anmeldung in Rechnung gestellt wird.

Anmeldungen erbeten bis 14. Juni 2011 an:
secretariat@stepbasel.ch

Venue: Hotel Glockenhof Zürich, www.glockenhof.ch

von Oliver Arter, Counsel FRORIEP RENGGLI, Zürich

Dienstag, 13. September 2011, 18:00-19:00 Uhr
anschliessend Diskussion und Apéro
20:30 Uhr Ende der Veranstaltung

Veranstaltungsort:
Ausbildungs- und Konferenzzentrum der UBS AG,
Viaduktstrasse 33, 4051 Basel (Tramhaltestelle Markthalle)

Für Mitglieder ist der Eintritt frei; Nichtmitglieder bezahlen einen Unkostenbeitrag von CHF 50.--, welcher nach Anmeldung in Rechnung gestellt wird.

Anmeldungen erbeten bis 6. September 2011 an:
scretariat@stepbasel.ch

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Application of Double Tax Treaties (Advanced)

Tax Information Exchange Agreements (TIEA)

Swiss Tax Module for STEP professionals will involve 10-12 sessions spread over the next two years (starting January 2010). The sessions could take place each second month either as a late afternoon/early evening session, lasting up to 2 hours. The Swiss Tax Module can then be re-launched every 2nd year.

The language shall be German. For each session know-how material shall be made available to the participants. Pre-studying is helpful but not necessary, as the sessions are designed in an introduction and advanced session (if applicable).
Taxation of Trusts in Switzerland

This session will give an overview of taxation of trusts in Switzerland on the basis of the Kreissschreiben No. 14.

Venue: Restaurant Au Premier, www.bahnhofbuffet.ch