Niches, holdings, expatriation : la fiscalité des hauts patrimoines avec Romain Daguzan

💸 -20% off Finary Plus with code FINARYTALK56 Today, I'm pleased to welcome Romain Daguzan, a tax lawyer with over 10 years of experience and a partner at Arsène Taxand, one of France's most reputable firms specializing in corporate and executive taxation. A recognized expert in international taxation, tax audits, and high-stakes litigation, Romain advises CAC 40 companies, individuals, and foreign investment funds alike. Video filmed on May 2, 2025. 📲 Manage your wealth with Finary: https://app.finary.com/v2/signup?utm_... 🌳 Subscribe to a Finary Life contract: https://cutt.ly/prrEo2AL 💸 -20% on Finary Plus with the code FINARYTALK56 📖 Mounir's book: https://finary.com/fr/livre/investir-... 🤝 Discover reinvented private wealth management with Finary One: https://form.typeform.com/to/unKQa5QU... Stay connected: Twitter 👉   / finaryhq   LinkedIn 👉   / finaryhq   Instagram 👉   / finary   TikTok 👉   / finaryhq   Summary: 00:00 Introduction 01:54 Mandatory levies in France (45% of GDP) 07:47 Types of clients of a tax advisor: entrepreneurs, individuals, and those under audit 11:16 Tax loopholes: automatic, simple, and sophisticated 16:12 Tax expatriation: realities vs. myths 28:10 The taxation of billionaires and Lombard loans 33:17 The LMNP (furnished rental property) status after its reform: is it still advantageous? 37:15 Tax Strategies for Business Owners 43:59 Tax Audits: How to Prepare for and Manage Them 55:40 Equity Savings Plan (PEA) and Expatriation to Europe 56:57 Transferring a Securities Account (CTO) to Your Children 58:06 Freelancing in Dubai 59:29 Remote Work in Bali 1:00:29 Crypto Cash Out in Malta 1:04:40 The Financial Timeline #Finance #Investment #Taxation #WealthManagement #finary Investing involves risks, including capital loss and volatility. Past performance is not indicative of future results.