About Mr. Richard J. Wuermli

Richard J. Wuermli is a Managing Partner at Tax Expert International Ltd. A Certified Tax Expert with Federal Diploma and CFP, he worked at PricewaterhouseCoopers from 1981 to 1987. Afterwards, Richard joined Deloitte in 1987 in Zurich and in 1989 was named Partner-in-Charge of the tax and legal department. In 1998 he founded TAX EXPERT International Ltd. in Zurich, St. Gall and Zug and was named Managing Partner. He is specialized in national and international reorganizations of stock-quoted companies and MNEs, M&A transactions, split-offs and spin-offs, financing structures and transfer pricing.

Richard is a recognized author and speaker at national and international tax conferences. He is the author of countless articles on Swiss and international taxation, and has contributed to the IBFD's loose-leaf publication 'The International Guide to Mergers and Acquisitions'. He is the author of the book 'Mergers and Acquisitions in Switzerland - National and Transnational', published by the International Bureau of Fiscal Documentation (IBFD), Amsterdam. Richard is a co-author of the 'Kompendium des Luftrechts' (aviation law) of the University of Cologne, published by Carl Heymanns Verlag, Germany as well as of 'Festgabe Wassermeyer, Doppelbesteuerungsabkommen' (an extensive commemorative publication on double tax treaties for Professor F. Wassermeyer's anniversary), published by Verlag C.H.BECK, Munich.

Mr. Wuermli is a member of the traditional guild 'Kämbel' in Zurich, which was established in 1336. He is also a member of the International Fiscal Association (IFA), the International Bar Association (IBA), the American Bar Association (ABA), the German Bar Association (DAI) and the Expert Suisse Association. Richard is a board member of the Swiss Chinese Chamber of Commerce where he is responsible for the tax section.

Expertise

MNEs: National and international tax planning and structuring, reorganizations (spin-offs, mergers, conversions), mergers & acquisitions (takeovers), due diligence, withholding tax, stamp duties, VAT, transfer pricing.

HNWIs: Structuring of assets domestically and internationally, private jets, yachts, inheritance and gift tax, foundations, relocation, advance care directive, patient decrees, wills, marriage, divorce, etc.

Previous position

Partner in charge of the legal and tax department of Deloitte in Zurich
 

Publications & Presentations

Renowned lecturer domestically and abroad on tax topics at:

• ZfU International Business School, Thalwil (Zürich)
• International Tax Seminar (IStS) in Zurich
• International Bureau of Fiscal Documentation (IBFD) in Amsterdam
• Other lectures in Vienna, Zurich, Genava, London and New York City
• Auditing expert at the final examinations for qualified tax experts in Switzerland
• Author of various trade publications domestically and abroad (Wirtschaftsbriefe, Treuhänder, TAX FACTS, Neue Zürcher Zeitung, Home Owner Association)
• Author of Mergers & Acquisitions in Switzerland, publisher IBFD in Amsterdam
• Co-author of the Cologne compendium Air Traffic Law (Luftrecht), publisher University of Cologne
• Co-author of the Tax Management Chapter on the Swiss Transfer Pricing Rules and Practice, publisher Bloomberg and the Bureau of National Affairs, Washington D.C.
• Co-author of Wassermeyer Doppelbesteuerung, publisher C.H. Beck
   

Languages

German, English, French 
 

Memberships 

• ABA (American Bar Association)
• IBA (International Bar Association)
• IFA (International Fiscal Association)
• DAI (German Institute of Attorneys) / Professional association of specialized attorneys tax law
• Swiss Fiduciary Chamber
• Former Head of Lounge of Tax & Legal Excellence
• SCCC: Swiss Chinese Chamber of Commerce, board member, head of the Tax Section until May 2020

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