Tax webinar with Nadine Abraham at CapTrader | Tax expert tips
Taxes are the biggest expense item for Germans, and tax expert Nadine Abraham explains the various options for saving taxes, taxes on options, trading and stock market transactions in general in the big tax webinar.
00:00:00 Welcome
00:01:47 Introduction
00:02:32 Disclaimer Disclaimer
00:03:21 Survey - Feeling about taxes
00:03:43 Survey - No worries about investment income
00:04:14 Transition
00:05:59 Table of contents
00:09:57 Curriculum vitae Nadine Abrahams
00:13:15 Areas of tax intelligence
00:14:26 Investment income as an opportunity
00:15:20 The idea of the state behind taxes
00:16:45 Forms of tax law
00:19:06 Investing as a private individual - the final withholding tax
00:22:34 Withholding tax - principle and exceptions
00:23:46 Different sources of income
00:24:49 Dividends from foreign companies
00:27:30 Special features of shares and options
00:28:20 How to calculate equity gains
00:29:06 FiFo procedure
00:30:05 Profit conversion
00:35:30 Forward transactions Options
00:37:51 Loss restrictions
00:41:30 Example of loss calculation
00:44:02 Loss calculation restriction 2020
00:50:08 Loss calculation restriction 2021
00:52:36 Examples
00:57:10 Overview of realized and unrealized income
00:58:35 What can I do about the tax?
01:00:22 Summary of advantages and disadvantages
01:01:00 Masterclass - Personal recommendation
01:02:27 Investment as a sole trader or commercial partnership
01:03:15 Differences
01:04:07 Limitation on loss calculation sole proprietorship
01:04:54 Summary of advantages and disadvantages
01:06:27 Capital income from business assets
01:07:21 Forward transactions
01:08:35 Summary of advantages and disadvantages
01:10:00 Investment via holding company
01:11:51 How is a holding company structured?
01:12:35 Example Holding
01:14:28 Summary of advantages and disadvantages
01:15:27 Advantages of foundations
01:19:00 Desire for more tax intelligence
01:20:34 Questions
01:28:14 Risk warning
Further links:
CapTrader Homepage: https://www.captrader.com/
CapTrader Depot: https://bit.ly/31EqOfE
Demo account with CapTrader: https://bit.ly/3fxv8Fx
CapTrader Newsletter: https://bit.ly/3KNIlpV
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