Investment funds in business assets

Based on many years of expertise, we offer standardized reporting for institutional investors. As public or special funds for institutional investors, investment funds offer interesting design potential and opportunities for tax optimization.

The accounting and tax regulations for investment funds are, however, a specialty that tax professionals can only master with considerable effort. In particular, the correct determination and presentation of adjustment items, share profits, tax-free income and deductible taxes as well as the disclosure of deferred taxes according to IFRS and HGB is a complex task.

Obstacles in the practical implementation

Another hurdle in the practical implementation is the sometimes difficult-to-access data basis. Therefore, the accounting of the investment funds causes a considerable administrative effort in practice and the tax advantages associated with the investment funds often cannot be used. We support corporate investors within the framework of a specially developed standardized reporting solution in the accounting and taxation of investment funds. The software-based reporting offers an efficient instrument for mapping the investment funds in the trade and tax balance sheet and has a convenient fill-in aid for the simple transfer of tax-relevant data into the investor’s tax return.

Our services around the topic of “investment funds in business assets” include:

  • Standardized reporting solution for tax reporting of investment funds
  • Advice on individual questions regarding the use of investment funds (possibly together with cooperation partners)
    • as cover assets (plan assets) for modern contribution-based direct commitments and value account models
    • to invest free liquidity
    • for the tax-free investment of royalties from shareholder managers
    • as building blocks for the “repair” of traditional defined benefit pension commitments

Based on our self-image as a comprehensively active company, we offer you primary services, as you would expect from your tax advisor or auditor as your direct contact. In addition, you will also receive solution- and goal-oriented support in various areas of expertise.

Tax consultancy

Based on mutual respect and trust, we advise our clients at a high professional level.


Motivated, committed and experienced auditors are available to our clients in the area of auditing.


Strategic and conceptual work as well as structuring and support in all relevant areas of accounting.


In addition to our full-service offering, you can rely on our many years of expertise in the following specialist areas in particular:

International tax consultancy and auditing

We advise our clients in the international environment on targeted, legally compliant tax structuring as well as adequate accounting and reporting.

Transaction and restructuring advice

We support young and existing companies in all phases of the transaction process and assist in raising equity and debt capital.

Family Office Services

Wealthy individuals and families need sound, holistic advice.

Investment fonds held as business assets

We offer standardised reporting for institutional investors based on many years of expertise.

Private Equity

Knowledge of the special features of the private equity environment is part of our core business.

Foundations and associations

Qualified support for foundations of all sizes in the areas of establishment, administration, auditing and tax support.

Services for municipalities

For more than four decades, we have been offering our services to municipalities, municipal undertakings and municipal owned undertakings.

Succession planning

Succession planning in the private and corporate sector.

Accounting with a future

Thanks to the new possibilities in digital financial accounting, sending folders back and forth is a thing of the past.