• Tax Planning and Consulting Services

 

We provide our clients tax planning and consulting services, helping them to reduce contingencies and tax liabilities. Our expertise also includes international tax counseling and planning (e.g. Advance Pricing Agreements, investment and transactions directly or indirectly involving non-residents; transactions carried out abroad by Mexican residents; the implementation of mutual agreement procedures provided in double taxation treaties, the interpretation and application of international tax treaties, international joint ventures, mergers and acquisitions, project finance, and international financial transactions –including financial derivatives, whether regular or synthetic, and non-traditional financial markets–).

 

BBA has advised clients on the tax implications of their business strategies, providing innovative alternatives and solid benefits to their transactions, including, among others, complex spin-offs, mergers and acquisitions, corporate restructures, transfer pricing, joint ventures, CFC or preferential tax regimes, and tax liabilities. BBA services includes advice in connection with the authorizations needed to operate as a tax-exempt entity, private tax rulings, preparation and filing of tax queries, requests for tax refunds, requests for tax exemptions, and, in general, non-litigious representation before federal and local tax authorities on all kinds of issues, including audit processes.

 

 

 

• Estate Planning

 

BBA provides counseling for individuals and families as to the tax implications related to the preserving and transfer of their assets in sophisticated investment structures, always placing our clientﾕs priorities and needs first.

 

We advise our clients in matters that concern the review, design and implementation of investment structures in Mexico and abroad; private law issues  (which include family relationships, succession and/or trans-generational matters) and commercial law aspects related with the creation of national and international corporate or wealth management structures, as well as the necessary asset protection; and, in general, legal/tax counseling with respect to business and estate successions, always providing the legal security and certainty required by our clients.

 

BBA creates coherent corporate structures and gives legal and tax supervision to all kinds of business entities, properties and investments in order to facilitate for our clients any decision making or taking of action by enabling them to transit, without delay, from one legal and/or tax situation into another.