TAX ADVISORY FIRM

TRUST and TRANSPARENCY
are just a few keywords of our modus operandi
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AdvantA is an independent professional firm, based in Lugano, offering tax, legal and corporate assistance, mainly to clients having international interests.

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The Firm

Fiduciary activities

AdvantA is a firm authorized to carry out fiduciary activities in accordance with the Law governing the exercise of fiduciary professions (LFid) dated1st December, 2009, entered into force on 1st July 2012, and with the regulation implementing such law.

Personalized and high quality service

Thanks to the specialization and experience acquired by the team during many years of practice, AdvantA is able to offer a high quality service.

International experience

Although the operational headquarter is located in Switzerland, a strategic position for Italian clients, AdvantA professionals own an international training and experience. The firm has also established strong work relationships with a network of professionals around the word.

Continuous updates

The founder of AdvantA regularly participates as speaker in well-known international conferences and publishes articles and contributions on tax issues in the principal tax law journals.

All these features ensure a daily update on this matter at international level and allow AdvantA to offer an excellent service to the clients.

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Areas of Practice

Thanks to the skills and knowledge of its team, AdvantA is able to provide solutions covering all client's needs. Even though the main area of activity is international tax law and, in particular, tax planning both for individuals and enterprises, most of the services regularly provided by AdvantA include the following areas of practice:

INDIVIDUAL

CORPORATE

TAX PLANNING

TAX COMPLIANCE

Consulting and tax assistance for individuals, from a Swiss and Italian point of view. Activities range from filing tax return, to analysis of tax issues related to generational transfer, and, thus, inheritance tax law. AdvantA provides assistance in the event of tax litigation, in drawing up legal opinions and in the submission of tax rulings.

TAX COMPLIANCE

Consulting and tax assistance for companies, from a Swiss and Italian point of view, regarding corporate income tax, net-worth tax, capital duty, withholding tax, value added tax, capital gains on immovable (among others), filing tax returns, assistance in the event of tax litigation, as well as submission of tax rulings.

TAX PLANNING

National and international tax planning, for individuals and corporations already established in Switzerland, or willing to move and start a new business in Switzerland. Advising, legal and tax counselling on ordinary and extraordinary operations (acquisitions, mergers, divisions, transfers of asset and exchange of shares).

RELOCATION

Relocation assistance for individuals, including assistance in choosing a primary dwelling and/or offices (for buying or renting), submit residence permit applications, subscription of compulsory and optional insurance policies, school enrollment, recruitment of domestic staff and file all related paperworks and applications, including the establishment of payroll. Tax planning related to the transfer of residence, assistance for submitting the Swiss lump-sum tax ruling (i.e. taxation based on the expenditure and cost of living).

ACCOUNTING AND ADMINISTRATION MANAGEMENT

Management accounting for small and medium size enterprises, including setting up of the “first entry”, creation of the complete chart of accounts, financial and tax reporting (e.g. for VAT), preparation of balance sheets and consolidated accounts. AdvantA also provides nominee Directors for the company’s daily management.

TRANSFER PRICING

Assistance and advise for the preparation of the transfer pricing documentation applied within the group, in particular with reference to the Master file and Country file, as well as support in defining the policies for intercompany prices.

FAMILY OFFICE

Assistance and advice for high net worth individuals, managing, organizing and preserving personal and business assets with professionalism and independence, in the full and exclusive interest of the client.

HUMAN RESOURCES

Assistance for researching of staff and subscribing the related insurance policies, obtaining working permits, announcements to the competent authorities, issuing wages and salaries; assistance for AVS and withholding tax.

CORPORATE RESTRUCTURING

Assistance in the field of corporate restructuring, setting up and management of Swiss and foreign companies, preparation of the incorporation documents, by-laws, shareholder agreements; support and assistance to identify potential business partners.

VOLUNTARY DISCLOSURE

Assistance and advice in connection with “Voluntary disclosure” programs, in particular on the necessary steps to be undertaken for implementing the disclosure of assets held abroad.

FEASIBILITY STUDIES AND BUSINESS PLANS

Preparation of feasibility studies for companies and start-up, editing business plan based on clear and transparent criteria in order, to guarantee objectivity and final result.

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Confederazione Svizzera
Cantone Ticino - Divisione delle contribuzioni
IBFD
Ministero delle Finanze
Agenzia delle Entrate
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Team

The strength of AdvantA team is our complementary skills and our technical knowledge. AdvantA team is flexible, motivated and able to promply react to the client's requests.

Paolo Arginelli

Paolo Arginelli

FOUNDER
Founder of AdvantA
CURRICULUM
Paolo Arginelli

Paolo Arginelli

FOUNDER
Founder of AdvantA
CURRICULUM
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team-consultant
Nadia Barrera

Nadia Barrera

CONSULTANT
Consultant for AdvantA since 2015
CURRICULUM
Carlo Lorusso

Carlo Lorusso

CONSULTANT
Consultant for AdvantA since 2015
CURRICULUM
Nadia Barrera

Nadia Barrera

CONSULTANT
Consultant for AdvantA since 2015
CURRICULUM
Carlo Lorusso

Carlo Lorusso

CONSULTANT
Consultant for AdvantA since 2015
CURRICULUM
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administrative-team
Carlotta Bianchini

Carlotta Bianchini

ADMINISTRATION
Carlotta Bianchini

Carlotta Bianchini

ADMINISTRATION
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The last posts

Itália cria regimes fiscais de incentivo para novos residentes

Carlo Lorusso, sócio-fundador de Lorusso & Partners Nos últimos anos a mobilidade das pessoas físicas aumentou consideravelmente, criando oportunidades, não apenas para os indivíduos, mas também para os países europeus, que viram aí a possibilidade de aumentar suas receitas tributárias e estimular o consumo de bens e serviços. Seguindo o exemplo de países como Inglaterra, Suíça, Portugal e Espanha, a Itália criou uma série de incentivos fiscais para atrair não apenas pessoas físicas com ativos significativos, mas também trabalhadores, pensionistas, talentos esportivos e acadêmicos. O regime mais conhecido é aquele voltado para pessoas físicas com ativos significativos, comumente conhecido

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Trattamento fiscale delle criptovalute e delle Initial Coin Offering

In data 27 agosto 2019 l'Amministrazione Federale delle Contribuzioni ha pubblicato il documento di lavoro che illustra la prassi fiscale ad oggi applicata nel trattamento delle criptovalute e delle Initial Coin Offering. Si riporta di seguito il link alla sopracitata pubblicazione: AFC - Documento di lavoro ─ Le criptovalute e le Initial Coin Offering / Initial Token Offering (ICO/ITO) quali oggetto dell’imposta sulla sostanza, dell’imposta sul reddito e dell’imposta sull’utile, dell’imposta preventiva e delle tasse di bollo AdvantA offre supporto nella dichiarazione fiscale di tali nuovi strumenti

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Entrato in vigore l’Accordo sullo scambio di informazioni in materia fiscale con il Brasile

L’Accordo tra la Svizzera e il Brasile sullo scambio di informazioni in materia fiscale è entrato in vigore il 4 gennaio 2019. Le sue disposizioni si applicheranno dal 1° gennaio 2020. L’Accordo sullo scambio di informazioni in materia fiscale («Tax Information Exchange Agreement», TIEA) disciplina lo scambio di informazioni in materia fiscale su domanda. Si tratta del decimo TIEA posto in vigore dalla Svizzera. Le disposizioni dell’Accordo si applicheranno alle domande di informazioni riferite agli anni fiscali che iniziano il 1° gennaio 2020, o dopo tale data. Entrambi i Paesi intendono rafforzare ulteriormente la cooperazione in materia fiscale con una Convenzione

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contacts

Contacts

AdvantA is an independent professional firm, based in Lugano, offering tax, legal and corporate assistance, mainly to clients having international interests.

ADVANTA

LUGANO – CH
Via S. Balestra, 9
CH-6900 – Lugano
Switzerland

0041 91 252 02 20
info@advanta-ch.com

credits-images

The images used in this website are Sandra Gregorin works. We thank Sandra for her generous courtesy.
The use of these images is reserved.