Trinity Tax – Steuerberater in München

Our Team

We guide our clients with extensive expertise and genuine commitment

Partners

Michael Kaifel

Overview

Michael’s advisory focus lies on the day-to-day tax questions of businesses, ranging from complex annual financial statements for corporations and partnerships to payroll tax matters.
He is also specialized in international tax issues, particularly for high-net-worth individuals.

Expertise

  • Tax compliance for individuals, partnerships, and corporations, including tax audits
  • Preparation of complex annual financial statements for corporations and partnerships
  • Payroll tax optimisation
  • International tax law for private clients

Experience

Michael holds qualifications as a tax advisor (since 2018) and specialist in international tax law (since 2022), developed through the following career path:

  • Tax clerk and certified accountant at a mid-sized firm from 2008 to 2018
  • Tax advisor at a specialized corporate law firm in Munich, focusing on tax structuring, succession planning, and international tax law, from 2018 to 2022
  • Independent partner at Trinity Tax since October 2022

Juergen Wiedemann

Overview

With extensive experience advising globally operating companies, Juergen provides guidance on all aspects of income taxes, ranging from tax compliance and consolidated financial statements to transfer pricing and Pillar 2.
He has a strong affinity for implementing tax regulations into processes and IT applications.
Juergen is also specialized in double taxation treaties and exit taxation.

Expertise

  • International tax law for private clients, with focus on double taxation treaties and exit taxation
  • International corporate taxation, focusing on transfer pricing, permanent establishment analyses, and minimum taxation rules
  • Consolidated financial statements according to HGB, IFRS & US GAAP
  • Tax process automation and advisory on tools

Experience

Juergen holds qualifications as a tax advisor (since 2015) and specialist in international tax (since 2018), achieved through the following career path:

  • Degree in Business Administration at Ludwig-Maximilians University Munich, specializing in Finance and Taxation
  • Employee at a leading global tax and audit firm and at a multinational corporation in Munich from 2011 to 2015
  • Manager at a top international tax and audit firm in Munich (2015–2017) and in London (2017–2018)
  • Since April 2018, independent tax advisor for multinational companies and partner at Trinity Tax since 2022

Benjamin Wagner

Overview

Benjamin primarily advises on the tax aspects of restructurings and transactions, both nationally and internationally.
His focus is on establishing holding structures for operating companies and real estate.
In addition, Benjamin has expertise in tax succession planning.

Expertise

  • Tax structuring of reorganizations and M&A transactions, including real estate transfer tax considerations
  • Tax succession planning
  • International tax law for individuals and companies, with specialized knowledge of the film industry
  • Controlled Foreign Corporation (CFC) taxation under German AStG regulations

Experience

Benjamin holds qualifications as a tax advisor (since 2016) and specialist in international tax law (since 2018), developed through the following career path:

  • B.A. in Business Administration with a focus on taxation and auditing at the Duale Hochschule Villingen-Schwenningen, and MBA in International Tax Law at Albert-Ludwigs-University Freiburg
  • Employee (most recently Manager) at a leading global tax and audit firm in Munich from 2011 to 2017
  • Tax advisor at a specialized corporate law firm in Munich, focusing on tax structuring, succession planning, and international tax law, from 2017 to 2022
  • In-house tax advisor at an internationally active media group near Munich in international tax law, from 2022 to 2023
  • Independent tax advisor since April 2022 and partner at Trinity Tax since the end of 2023

Mitarbeiter

Moritz Bialek

Overview

Moritz primarily works on annual financial statement preparation, from bookkeeping to the final statement.
Thanks to his extensive experience in a media company, he has outstanding expertise in withholding tax (§50a EStG / double taxation agreements).

Expertise

  • Bookkeeping
  • Annual financial statement preparation
  • §50a EStG (German withholding tax)
  • Withholding tax under double taxation agreements (DTAs)

Experience

  • B.A. in Taxation and Business Law from OTH Amberg-Weiden
  • Nearly 9 years of professional experience at another tax firm and in the tax department of a leading media company

Daniela Mrad

Overview

Daniela is responsible for all office management tasks and also supports us in handling our accounting clients.

Expertise and Experience

  • Many years of experience in office management
  • Executive assistant to the management board