A lunchtime meeting on the new reporting obligations of tax intermediaries is scheduled for Tuesday 26 March 2019 at ATOZ Tax Advisers in Senningerberg, Luxembourg, from 1200.

Speaking at this event, organised by STEP BeNeLux, will be Oliver R. Hoor (ATOZ), who has over 16 years of practical experience in Luxembourg and international taxation with broad experience on a wide variety of structures that are potentially affected by the DAC6. Oliver has published more than 200 articles and books on Luxembourg and international taxation, including the impact of DAC6, and is a regular speaker at conferences and lecturer with House of Training and Legitech.

As its name (“The new reporting obligations of tax intermediaries (DAC 6) Where are the limits?”) suggests, this meeting will centre around the DAC 6, which requires tax intermediaries to report cross-border arrangements that have certain characteristics associated with aggressive tax planning. While some of these hallmarks create automatic reporting obligations, others are subject to a threshold criterion. The reporting obligations apply for arrangements implemented from 25 June 2018.

While no draft law is yet available, some advisers in Luxembourg seem to take the position that each and every piece of advice should be subject to reporting. However, this lunch seminar will question (and answer) whether this is really the case, as well as what the exact scope of the reporting obligations is and where its limits are and how to deal with this in practice. 

Registration and lunch are scheduled from 1200-1230 followed by the seminar itself until 1330 and finally, questions and networking until 1400.

Anyone involved in advising on or managing or administering structures with a cross border element and some presence in the EU is welcome to attend. This includes tax advisers, wealth planners, lawyers, accountants, corporate administrators and other intermediaries.

Attendance is by reservation only. Please reserve via email on or before Wednesday 20 March. 

Venue: ATOZ Tax Advisers (1 B Heienhaff - Aerogolf Center, 1736 Senningerberg, Luxembourg)

Organiser: STEP BeNeLux

Price: n/a

Reservations: Email