Poland Tax Conference 2019

Thursday, 24 October 2019, 2:30 PM - 7:00 PM [CEST]

Jana Pawla II 21 Avenue, Warsaw, Warsaw, 00-854, Poland

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Participation Fee Partial Approval - €140.00

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Event Information

Thursday, 24 October 2019, 2:30 PM - 7:00 PM [CEST]

About the Event

In today’s tax transparent and globalized world, companies, wealth owners and their advisors face a set of new and demanding regulatory and tax compliance challenges. Recent developments in the area of tax transparency and exchange of information for tax purposes have created a competitive landscape in which efficiently complying with tax laws is a key to success.

 

The 2019 Poland Tax Conference will discuss the most recent developments in Polish tax law, both from a domestic and international tax law perspectives.

The conference will also include a comparative law analysis for selected jurisdictions.

 

Outstanding tax practitioners and scholars will explore the key aspects in a tax transparent world.

Event Location

About the Organizer

Exchange Ideas offers a variety of industry-specific tax conferences around the globe. Exchange Ideas will also enable you to anticipate future changes and developments before regulations and laws become effective, allowing you to plan your client’s strategies accordingly.

CONTACT ORGANIZER

Event Speakers

Aldona has been working with taxes since 1999. Started her professional career at the International Tax Planning Department of the Warsaw office of Ernst&Young. She specializes in international tax and inheritance planning. Aldona advises clients in cases and disputes relating to private property, family and spousal cases. She takes part in processes connected with generation changes in family-owned businesses. She is a member of the International Fiscal Association (IFA). Member of Society of Trust and Estate Practitioners, London branch. With GWW since 2016.

Artur Nowak
Domanski Zakrzewski Palinka, Poland

Artur is a renowned expert in tax audits, tax disputes, and the preparation and effective implementation of tax litigation strategies. He advises and represents clients in criminal tax cases and has long experience in providing tax advice in tax audits and on day-to-day tax matters gained in leading international and domestic advisory firms. Artur represents clients before the tax authorities, fiscal control authorities, enforcement authorities, the European Commission, the Voivodship Administrative Court, the Supreme Administrative Court and the Constitutional Tribunal. Artur is an expert in tax litigation and was distinguished by Gazeta Prawna in its Tax Adviser Rankings in 2008, 2009 and 2010. He is also recommended by Chambers and Legal 500 EMEA. He has authored numerous publications on tax law and tax procedure.

Grzegorz Sprawka
Domanski Zakrzewski Palinka, Poland

Grzegorz has many years’ experience in providing full-range tax advice to clients on mergers and acquisitions, structuring international acquisitions and reorganising capital groups for investment funds and sector investors. He has carried out numerous tax due diligences in various business sectors and has been involved in developing and implementing a number of restructuring projects related to both the acquisition and operating activity of companies. Grzegorz gained his experience in the M&A team at PricewaterhouseCoopers, where he advised on numerous transactions, representing both sellers and buyers. He provides comprehensive tax advice to private businesses and international corporations in the FMCG, energy, financial, real estate and pharmaceutical sectors.

Joanna Wierzejska
Domanski Zakrzewski Palinka, Poland

Joanna is a tax adviser with a great deal of experience in providing comprehensive tax advice to clients in various sectors in Poland in matters relating to mergers and acquisitions and the selection of effective tax structures for their operations, investments and transactions. She has also advised in many restructuring, privatisation and merger processes. She has extensive experience in advising private equity entities and sector investors. Joanna advises many private investors, entrepreneurs and their families on reorganising and developing their businesses, succession processes, private property protection, reporting on foreign assets, establishing foundations and changing tax residence. Joanna is a licensed tax adviser with 20 years’ experience gained at PricewaterhouseCoopers and DZP. She has headed DZP’s Tax Practice since 2010.

Karolina Stawowska
Wolf Theiss, Poland

Karolina Stawowska heads the local Tax team in Warsaw. She is a tax and business adviser with over 20 years of professional experience acting for corporate clients, private individuals, and private equity and venture capital funds. Karolina has worked on the restructuring of capital groups, development of tax strategies for acquisitions and sales of companies, and investment financing. She also has extensive experience in tax proceedings and conducting tax litigation in administrative courts. Prior to joining Wolf Theiss, Karolina worked at other prominent international law firms and at a Big Four accounting and consulting firm in Warsaw. She is a member of the National Bar of Tax Advisors.

HSH Prince Michael of Liechtenstein
INDUSTRIE- UND FINANZKONTOR ETS., WEALTH PRESERVATION EXPERTS, Liechtenstein

Prince Michael of Liechtenstein is Executive Chairman of Industrie- und Finanzkontor Ets., a leading trust company with a tradition and expertise in the long-term and trans-generational preservation of wealth, especially family wealth. Furthermore, he is also the founder and chairman of Geopolitical Intelligence Services AG, a geopolitical consultancy company, and information platform. In addition, Prince Michael of Liechtenstein is a member of various professional organizations such as STEP, a board member of the Liechtenstein Institute of Professional Trustees and Fiduciaries, as well as chairman of the Liechtenstein-based liberal think tank European Center of Austrian Economics Foundation.

Dr. Roland A. Pfister
Badertscher Attorneys at Law / Lucerne University of Applied Sciences and Arts, Switzerland

Roland studied law at the Universities of Neuchâtel and Granada. After graduating from law school, he worked for an international law firm in Belgium and a leading investment bank in Zurich. Later, he joined the tax department of one of the “Big Four” firms in Zurich/Geneva. From 2011 to 2014, he worked at a law firm in Geneva. Since 2015, he works at an international corporate and tax law firm in Zurich/Zug. In addition, Roland holds an Executive MBA in Wealth Management, and a PhD in international tax law from the University of Neuchâtel. Roland was also a Visiting Researcher at Harvard Law School. He is a regular contributor to tax journals and lectures frequently in postgraduate tax programs. His main areas of expertise include both domestic Swiss and Liechtenstein as well as international tax law with a particular emphasis on tax-compliant wealth planning for high net-worth individuals and corporate entities (including funds, trusts and partnerships). His practice also focuses on the taxation of international investment structures (in particular private equity structures) for private and institutional investors.

Yacine Diallo
CharlesRussellSpeechlys, Luxembourg

Yacine is a Luxembourg tax adviser having a significant experience in assisting clients active in various sectors in the structuring of Luxembourg investment vehicles and holding platforms. He has also been involved in many cross border restructuring and (de)merger processes. Yacine has a wealth of experience in advising private equity/real estate investment houses as well as multinational groups. He is also intensively involved in assisting family offices and UHNWIs (entrepreneurs, sportsmen, etc) in the structuring of their estate as well as addressing topics such as transfer to the next generation, asset protection, family governance, pre-exit structuring, etc. Yacine is member of the Luxembourg Bar and of the IFA. He is the co-head of Charles Russell Speechlys’ Luxembourg Tax Practice.

Event Schedule

  • October 24, 2019
01:30 PM
to
02:00 PM

Welcome and Registration

€0.00

02:00 PM
to
02:45 PM

Overview on the latest developments in Polish domestic tax law and practice

€0.00

• Anti-tax avoidance legislation – current experiences, the approach of the tax authorities and courts, recommendations and latest rulings • CFC legislation – practice, loopholes, impact on the existing structures such as foundations and investment funds (collective, closed-ended and alternative) and other holding structures • Prolongation of exit tax liability – overview of the ECJ relating cases, formal aspects of settling tax liability • The new withholding tax regime in view of the tax structuring

Aldona Leszczynska-Mikulska

Artur Nowak

Grzegorz Sprawka

Joanna Wierzejska

02:45 PM
to
03:15 PM

Overview on the relevant recent and expected developments in Polish international tax law

€0.00

• Overview on the relevant recent developments in Polish international tax law. Status of the implementation of BEPS in Poland, such as: - Beneficial ownership concept and impact on flow of dividends and interest - Ratification of MLI Convention (status) - Hybrid instruments – new regulation in Polish law • Digital economy vs permanent establishment and digital tax concept – expected developments • Status of implementation and features of registries of beneficial ownership

Aldona Leszczynska-Mikulska

Joanna Wierzejska

Karolina Stawowska

03:15 PM
to
03:45 PM

Investment Funds as vehicles for holding assets, wealth protection and succession planning

€0.00

• Comparative study with selected jurisdictions: Liechtenstein, Poland, Luxemburg • Regulated funds, closed-end investment funds, alternative investment funds • CFC taxation, application of double tax treaties, impact of new withholding tax rules

Grzegorz Sprawka

Joanna Wierzejska

Yacine Diallo

03:45 PM
to
04:15 PM

Practical experience with Liechtenstein Foundations

€0.00

• Various instruments used for wealth preservation. Circumstances under which Foundations represent an efficient planning tool • Practical example addressing the setting up of a Liechtenstein Foundation by a Polish individual • Aspects regarding the use of Foundations for wealth preservation purposes • Main tax aspects (benefits – risks) surrounding Foundations

HSH Prince Michael of Liechtenstein

04:15 PM
to
04:30 PM

Mandatory disclosure regulations – first year of functioning the new regulation

€0.00

• Official position of the Ministry of Finance • Sharing first experiences • Best practices • Amendments of regulations

Grzegorz Sprawka

04:30 PM
to
05:00 PM
05:00 PM
to
05:30 PM

Panel I: Wealth protection and succession planning in Poland in the post BEPS era for individuals

€0.00

• Tax-compliant planning strategies for Polish individuals meeting the requirements of transparency and substance. • Adaptation of the old structures to the new tax environment – substance, justification, risk of tax avoidance, limitations and best practices for justifying a change. • Case studies on exit taxation

Aldona Leszczynska-Mikulska

Joanna Wierzejska

Karolina Stawowska

05:30 PM
to
06:00 PM

Panel II: Tax planning for Polish individuals and corporate entities through the use of holding, IP, operating/trading and financing companies in a comparative view with Switzerland, Luxemburg and Lic

€0.00

• Case studies on tax planning from a Polish perspective for individuals and corporations involving Switzerland, Luxemburg and Lichtenstein through the use of holding, IP, operating/trading and financing companies. Inbound scenarios (Swiss and foreign investors investing in Poland). • Case studies on tax planning from a Polish perspective for individuals and corporations involving Switzerland, Luxemburg and Lichtenstein through the use of holding, IP, operating/trading and financing companies. Outbound scenarios (Polish investors investing in Switzerland, EU and other non-EU countries).

Aldona Leszczynska-Mikulska

Joanna Wierzejska

Dr. Roland A. Pfister

Yacine Diallo