Wealth Taxation

OCCUR Network Conference: Strategy, Restructuring, and Transfer of Professional Heritage

Diane Saunier and Alexis Katchourine were delighted to discuss certain aspects of wealth management strategy with a group of about ten entrepreneurs.As soon as you become a shareholder, partner, or founder of a company, you begin to address the issue of restructuring and, later, the transfer of the wealth you have built. Restructuring Business Assets: […]
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2025 Finance Act: A Look at Changes to the Professional Furnished Rental (LMP) and Non-Professional Furnished Rental (LMNP) Schemes

👉 The 2025 Finance Act modifies the𝐜𝐚𝐥𝐢𝐭é 𝐝𝐮 𝐋𝐌𝐍𝐏 upon resale of the property ✔️The calculation of capital gains realized by professional (LMP) and non-professional (LMNP) furnished property landlords has been standardized.👉 Reminder: The LMP regime applies to individuals who: ✔️Have income from furnished rentals within the tax household that is >23,000€AND✔️Income from furnished rentals […]
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2025 Budget Bill: What Impact Will It Have on Savings, Business Owners’ Taxes, and Their Assets?

The end of 2024 is unfolding as a suspenseful saga surrounding the measures to come after the National Assembly votes on the Finance Bill. Many entrepreneurs are waiting, making assumptions, and developing scenarios at a time of year when decisions must be made. Diane Saunier, an attorney with the FareWell team, spoke on November 15 […]
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FareWell-MEDEF Conference in the Basque Country: “The 2025 Finance Bill: What Impact Will It Have on Business Owners’ Taxes?”

Diane Saunier, a tax attorney at the FareWell law firm, will co-host a conference on Friday, November 15, with Benoît Thore, a financial advisor with the Le Conservateur group. They will speak on: “The 2025 Finance Bill: How Will It Affect My Savings, Business Owner Taxation, and My Assets?” This conference is intended for entrepreneurs […]
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