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Patrick Bertschy

Certified Tax Expert
Tax advisor

CMS von Erlach Poncet Ltd.
Rue Bovy-Lysberg 2
P.O. Box 5824
1211 Geneva 11
Switzerland
Languages French

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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Education

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

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