INHERITANCE TAX LITIGATION

There are many cases of inheritance tax litigation. These may include a questioning of the declared value of a property or of the benefit of tax advantages which the taxpayer has implemented (such as the Dutreil Agreement), as well as the application of territorial rules depending on the country... More details

2019 Income tax retrun and wealth tax returns in Lyon (France)

The French Ministry for the Economy and Finance announced on April 1st, 2020 that the deadline for filling the French personal income tax declaration, initially fixed April, 8th 2020, is postponed due to the Corona-virus lock-down situation.In case your French personal income tax return is filed... More details

How to determine your tax residence?

Importance of the concept of tax residence The determination of tax residence (or even tax domicile) is a key point which largely determines the tax obligations of an individual vis-à-vis a State, whether with regards to income tax, the taxation of capital gains or even gift or inheritance ... More details

PREPARING FOR THE TRANSFER OF YOUR ASSETS

The transfer of your assets (property, business, shares and stocks..) requires both fiscal and legal considerations.

The asset transfer strategy must take into account the original situation of each case, including family, professional, and fiscal considerations.

The transfer of assets is organized upstream and may take many forms in France.

CM-Tax law firm, with offices in Lyon and Aix-en-Provence, can help you to define a tailor‑made strategy according to your objectives and specific circumstances so that the transfer of your assets can take place under the best conditions in terms of taxation and security.

More details

TAX AUDIT

Prevent where you can. Resolve when you have to. Litigate when you must. Our team assists you in avoiding and resolving a tax dispute with the French tax authorities. We know that going to Court is expensive and we believe that you should only litigate when you must. It is much... More details

CM-TAX CAN HELP YOU COMPLETE YOUR "DON MANUEL" GIFT DECLARATION

Reporting a gift donation ("don manuel") to the tax administration is not mandatory. However, there are some special cases in which making a declaration is necessary or useful :

In the event of the death of the donor, declaring the gift donation is required in order to complete the declaration of inheritance.

If you are subject to a tax audit, it is also important to declare it in order to explain the origin of the sum of money or object in question. Moreover, declaring the donation makes it possible to fully benefit from the tax deduction renewed every 15 years.

So, it is not mandatory to report these donations to the tax authorities, but it is nevertheless recommended for the reasons stated above.

CM-Tax law firm, based in Lyon and Aix en Provence, assist his clients all over France especially in Nice, the French riviera and Paris and advice to complete your gift declaration. More details

Real estate consulting for business acquisition Courchevel At The Mountain