Three areas with potential for tax optimization

1. Liquidity planning
When resources are no longer needed for the company, they can be transferred to your private assets. The transfer must be carefully planned due to tax progression. From a tax perspective, income that is as constant as possible generally has a positive effect.

2. Succession planning
Every succession solution has an impact on your taxes. For this reason, it is important to analyze early your situation in detail, including tax consequences. The time factor merits particular attention because experience shows that taxes can only be optimized over the course of several years.

3. Retirement planning
Tax optimization is another good reason to start planning your retirement early. The second (BVG) and third pillars (especially pillar 3a) offer entrepreneurs greater scope to design interesting financial solutions, which should be analyzed and systematically used while taking all influencing factors into account.