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Tax Planning

We understand that each of our clients is unique, thus they require personalized tax planning in order to establish the best ways to fulfill their tax obligations. We diagnose, design, and put into practice the best tax strategies that will make our clients maximize their resources under the strict rule of law.

Whether you are investing from outside or inside Mexico, here are some of the services we provide:

Corporate Taxation

  • Acquiring and Disposing Stock and Other Ownership Interests.
  • Mergers, Acquisitions and Demergers.
  • Corporate Incorporations, including Holding Companies.
  • Strategic Alliances.
  • Executive or Shareholder Compensation, including fringe benefits.
  • Dividends, Capital Distributions and Redemptions.
  • Benefits from the simplified regime and small taxpayer regime; among many others.

When designing and implementing tax strategies, we always take into account indirect taxes such as the VAT and Excise tax, and state and local taxes.

Individual Taxation

Besides the benefits mentioned above for executives and individual shareholders, we also design and implement strategies that will help our non-corporate clients to comply with their tax obligations in the best possible way. This includes the acquisition and selling of property, gifts, among others.

International Taxation

Due to the globalized world where we live in, we are required to take into account other countries’ domestic legislations and tax treaties since they can impact our foreign clients’ investments in Mexico and our Mexican clients’ investments abroad. Likewise, the high mobility of individuals around the world require proper tax planning and advice regarding tax obligations inside or outside Mexico.

Our strategic alliance with MSI allows us to follow our clients wherever they go. This way we can offer international tax planning services to corporations, partnerships, NGOs and individuals.

If you are interested in one of our services or have any questions, do not hesitate to contact us. We are here to help you!