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    Spring 2013 Seminar Series
    Topic:
    Tax obligations in Austria
    Date:
    Thursday,
    20 June 2013
    Time:
    12:00—14:00
    Place:
    Vienna International Centre, Room G0545


    Estate and Tax Planning
    As part of the financial planning process, you may want to consult with estate attorneys or tax advisors to assess your unique estate and tax planning needs. We will work with estate attorneys and tax advisors that you have selected to provide customized solutions to address your personal estate and tax concerns.

    Working with these qualified professionals, your financial advisor can help you:
  • Maximize the value of your estate by minimizing taxes, professional fees, and court fees
  • Minimize the costs of probate, creditor, attorneys, and estate taxes, which can negatively impact the value of your estate
  • Stay in control of your own affairs by offering instructions for passing your estate on to your heir


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    UNFCU Advisors GmbH is authorized to conduct investment advisory activities as a tied agent pursuant to §1 Z 20 iVm § 28 Wertpapieraufsichtsgesetz 2007 ("WAG 2007"). UNFCU Advisors GmbH is listed in the register of tied agents of the Austrian Financial Market Authority, which can be accessed at www.fma.gv.at . A tied agent may only operate on behalf of a securities firm. UNFCU Advisors GmbH is a tied agent of Moventum S.C.A., a securities firm in accordance with RL 2004/39/EG, and a distributor of financial instruments in accordance with § 1 Z 6 WAG 2007. Moventum S.C.A. has many years of international experience in the area of investment advisory services.