Financial instruments and Crypto-Assets Taxation

We provide tax advisory services regarding financial instruments, incentive plans, and new forms of investment, with a focus on regulatory implications for individual investors, funds, and wealth managers. Our services integrate with wealth management strategies for the protection and optimization of crypto-assets.

• Tax classification of equity and debt instruments
• Taxation of dividends, interest, and capital gains
• Stock options, performance bonuses, and employee welfare plans
• Acquisition, holding, and disposal of crypto- assets and NFTs
• Regularization of past positions and anti-money laundering compliance
• Tax and accounting advisory for funds, wealth management vehicles, and holding companies