Personal and property taxation
Our law firm specializing in tax law provides expertise in personal and wealth taxation.
Our tax lawyers handle various aspects of personal and wealth taxation, including income tax, international income, dividends, capital gains, SCI (real estate investment company), tax deferral schemes, and estate planning…
We offer services in tax advice, tax optimization, tax audits, and tax litigation, both nationally and internationally.
Tax optimization: don’t forget URSSAF in your strategies to reduce your taxes
L'importance de prendre en compte les prélèvements sociaux et les impôts prélevés par l’URSSAF dans les stratégies d'optimisation fiscale L'optimisation fiscale est un sujet essentiel pour les entreprises et les particuliers cherchant à minimiser leurs obligations...
URSSAF: the areas of intervention of the tax lawyer
What is URSSAF? URSSAF is the Union for the Collection of Social Security and Family Allowance Contributions. It works towards the social protection of the French population. Its objective is to collect and redistribute social security contributions and contributions....
Lawyer specializing in social security contributions (CSG, CRDS, etc.) on income and assets in France and internationally
Social security contributions represent an extremely significant tax burden for taxpayers. In 2018, the Generalized Social Contribution (CSG) generated 125 billion euros for the French state, compared to "only" 73 billion euros for income tax and 28 billion euros for...
How to reduce social security contributions and optimize your tax system by reducing taxes and social charges: the keys to effective tax and financial management
Understanding Social Security Contributions in France In France, the social security system relies on solidarity-based financing. Social security contributions are a key element of this system, playing a major role in funding social benefits and public services. Let's...
Tax lawyer in Paris: your trusted partner in the capital
Taxation is a complex labyrinth. Whether you are an individual looking to optimize your taxes or a business in search of strategic tax advice, having a tax lawyer by your side is essential. This is where our Tax Law Firm in Paris comes in, your trusted partner in the...
Tax transaction and negotiation with the Tax Office
Can we negotiate with the Tax Authorities? What is a tax settlement? The role of the tax lawyer in tax settlements Following a tax audit, taxpayers often wonder about the possibilities available to them regarding potential appeals and disputes related to the proposed...
Tax residence of individuals
Many taxpayers have family or economic ties to different countries. These situations can pose difficulties in tax matters. Why is it important to determine tax residence? Determining tax residence is extremely important as it determines the extent of the taxpayer's...
Tax expatriation and exit tax
Tax expatriation is an important step for taxpayers. Many tax implications arise from transferring tax residency out of France. Once the destination is defined, it is necessary to consider one of the main tax consequences of expatriation: exit tax. What is exit tax?...
Individual tax optimization
French tax legislation has established various mechanisms allowing individuals to reduce the burden of their taxation. Personal Tax Optimization: What Is It? Often mistakenly associated with tax fraud, tax optimization is not illegal. It involves using the current tax...
Taxation of overseas departments (DOM)
France is composed of numerous territories located around the world. In addition to Metropolitan France and overseas territories, there are the Overseas Departments (DOM), which number five: Guadeloupe, Martinique, Guyane (French Guiana), Mayotte, and Réunion. Tax...
The tax treatment of foreign exchange gains or losses in determining capital gains on foreign securities
The Conseil d'État recently ruled on the determination of capital gains from the sale of foreign securities in a judgment dated September 13, 2021 (No. 443914). Reminder Regarding Capital Gains on the Sale of Securities The procedures for determining taxable capital...
Taxation of cryptocurrencies
Cryptocurrencies are at the heart of economic news. An instrument of trade for some, the currency of the future for others, cryptocurrencies have gained legal and tax reality. The French tax system did not anticipate the rise of these cryptocurrencies, and the rules...
Proposal for rectification
The adjustment proposal is the most important element of the tax procedure. Indeed, this document marks the end of the audit operations and the opening of the pre-contentious phase. We will review the key features of the adjustment proposal and the crucial points in...
Tax ruling
The tax ruling is a particularly interesting tool, but it is still not well-known among taxpayers. What is a Tax Ruling? A tax ruling is a formal position taken by the tax authorities on: The interpretation of a tax provision, Or, the interpretation of the taxpayer's...
Individual tax audit
Examination of Personal Tax Situation (ESFP) Tax inspection serves as a scarecrow for all French taxpayers. The French tax system is declarative, meaning that taxpayers declare their income themselves, and for those concerned, the amount of their real estate assets,...
Tax havens and countries with privileged taxation: what is a tax haven?
The concepts of tax-privileged countries and tax havens raise numerous questions in the field of international taxation. Indeed, these terms are often associated with tax fraud. However, the legal and tax reality is not so simple. What is a tax haven? The term "tax...
Company creation: lawyer, accountant or notary for drafting the statutes?
Creating a company is a crucial moment in an entrepreneur's life. This task is now offered by various professionals, and it is sometimes difficult to navigate. We will go through the main steps of creating a company before explaining the role of each of the...
The tax advantages of the holding company
The term Holding is becoming increasingly prevalent in everyday vocabulary. However, a still significant number of investors believe that using such a structure is reserved for large corporate groups. Unfortunately, this misconception often causes these investors to...
Corporate and tax engineering
Corporate and tax engineering is now a major challenge for both businesses and individuals. The constraints imposed by regulations in corporate law and the increasing complexity of the French tax system have made corporate and tax engineering a mandatory step in the...
How to recover VAT on new housing?
Under the rules governing real estate VAT, it is possible in certain cases for the taxpayer to be reimbursed for the real estate VAT paid on a new real estate investment. This possibility thus offers a significant tax advantage in real estate investment and...
Tax optimization
Tax optimization involves studying and implementing schemes, strategies, or tax structures to limit the tax burden. Tax optimization applies to both businesses and individuals. Indeed, it is possible to implement tax optimization schemes within a corporate strategy as...
Tax lawyer or accountant? Which one to choose ?
Tax Lawyer or Accountant? Which Professional Should You Choose for Tax Advice? When choosing a tax advisor, taxpayers often wonder about the right choice for the best tax advice: should they choose a tax lawyer or an accountant? An overview of the differences between...
Gift of money between non-parents: reduce taxation by 60%
The tax lawyers at LEXPERTAX are experts in the taxation of money gifts and are familiar with tax strategies to reduce gift tax by 60% applicable to money gifts. Go from 60% tax to 37.5% tax with our team of specialists in tax law. A money gift is when a person,...
Taxation of donations
In France, the taxation of gifts is subject to a particularly complex tax regime with high, even confiscatory, tax rates that can reach up to 60% of the value of the transferred assets. The tax regime applicable to a gift operation may vary depending on several...
The different tax regimes applicable to companies
The taxation of companies is particularly complex because there are various tax regimes applicable to them. The following developments present the four main tax regimes to which companies can be subject depending on their form and purpose. These are: - Fiscal...
Invest in an investment property
Thinking of investing in an income property? Our real estate tax lawyers advise and support you through all stages of your real estate investments. Our expert real estate team advises you on profitability studies to identify high-performing investments for your income...
Tax exemption
A team of tax lawyers experts in tax reduction The tax lawyers at LEXPERTAX are experts in tax reduction. The firm helps you reduce your taxes through tax reduction mechanisms. Our tax lawyers provide advice and support for all your tax reduction operations. Benefit...
SCI
The Société Civile Immobilière, or SCI, is a legal form of company whose main purpose is to hold real estate assets. The Société Civile Immobilière is a powerful tool for legal and tax engineering. This form of company is favored in many real estate transactions,...