Accounting firm dedicated to dividend optimization

Approach and Commitments

Paying out dividends involves both the company and its beneficiaries. Before deciding on a distribution, it is necessary to examine the distributable profit, reserves, equity, the situation of the partners, and the tax consequences of the payment. An accounting firm allows you to approach this decision methodically, without limiting yourself to the amount available at the end of the fiscal year.

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Virtus Group performs a comprehensive review of your accounts, your capital structure, and your income goals. This analysis helps determine if a distribution is appropriate, measure its effects on the company, and compare the available options between salary, dividends, retaining earnings, or reinvestment.

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Our support provides executives with a clearer vision before the general meeting and any payout. Decisions are prepared based on verified data, to secure the decision, avoid overly ambitious distributions, and better anticipate the taxes incurred by the beneficiaries.

Complementary expertise

Our teams support executives and partners with the various aspects of dividend distribution, from the initial accounting analysis to the formalization of the decision.

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• Bookkeeping: organizing accounts, tracking inter-company cash flows, preparing accounting documents, and ensuring compliance with reporting obligations.
• Financial management: monitoring cash flow, analyzing dividend payouts, and managing entity investments and financing.
• Payroll and benefits management: comparing dividends versus executive compensation, based on status, social security coverage, and the taxes associated with each option.
• Legal support: preparing meeting minutes, verifying articles of association, and formalizing the allocation of earnings.
• Tax optimization: studying dividend taxation, analyzing applicable tax regimes, and preparing the most suitable strategies for the beneficiaries' situations.
• Income optimization: balancing salary, dividends, retained earnings, and the executive's or partners' wealth management goals.
• Strategic steering: tracking past distributions, monitoring equity trends, anticipating future needs, and maintaining sufficient financial headroom.