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Patrick Bertschy

Counsel
Certified Tax Expert
Tax Advisor

CMS von Erlach Partners Ltd
Esplanade de Pont-Rouge 9
PO Box 1875
1211 Geneva 26
Switzerland
Languages French, English

Patrick Bertschy is a Certified Tax Expert advising both individuals and corporate entities.

He is mainly active in the field of legal entities (group of companies and SMB) but also advises individuals in relation to their wealth and estate planning. Patrick Bertschy obtained his federal tax expert certification in 2004 and joined CMS in 2015.

He worked for fifteen years in the Vaud tax department. Before joining our firm Patrick Bertschy practised from 2006 to 2008 in the tax department of an accounting firm in Geneva and then from 2008 to 2014 in a law firm specialised in business law.

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Relevant experience

  • Patrick Bertschy has been advising major clients in regards to their taxation for several years and regularly provides advice for specific tax-related operations.
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Memberships & Roles

  • Western Switzerland Association of Certified Tax Experts (OREF)
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Education

  • 2004 – Federal tax expert certification (Switzerland)
  • 2000 – Fiduciary with Federal Diploma of Professional Education and Training (Switzerland)
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Expertise

17/06/2015
Transfer Pricing
Our tax lawyers have extensive experience of dealing with tax authorities in many countries on transfer pricing cases and of successfully bringing such cases to a positive conclusion. This practical experience...
24/06/2011
Tax Information Exchange between Switzerland and the USA
A. Background 1. The UBS Case 1. The Olenicoff matter marked the starting point of the UBS affair.2. Evidence gathered in connection with the prosecution of the Californian tycoon Oleg Olenicoff for...
29/08/2018
La disponibilité du revenu: le moment de l'acquisition en droit fiscal...
Après avoir mis en lumière les principaux éléments d’in­ter­préta­tion du revenu, Fabien Liégeois examine la situation des personnes non astreintes à tenir des comptes. A partir de la casuistique...

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17/06/2015
Transfer Pricing
Our tax lawyers have extensive experience of dealing with tax authorities in many countries on transfer pricing cases and of successfully bringing such cases to a positive conclusion. This practical experience...