Practice areasTax Planning
Informed decisions about the tax impact on your estate and your business.
We analyze the tax consequences of your decisions before you make them, not after.
Contact usWhat it is
Tax planning begins before you sign.
Every estate or business decision has tax consequences: forming an entity, selling real estate, transferring assets to your children, or receiving income from another country. Knowing them in advance makes it possible to choose the most suitable structure within the law.
We advise individuals, families, and businesses who wish to put their affairs in order, and those who have income, assets, or businesses in more than one country.
How we can help
Each service answers a need.
These are the matters on which we most often advise our clients.
- 01Business tax structureAnalysis of the tax treatment of each type of entity to choose the one that fits your business.
- 02Estate tax planningConsideration of estate and gift taxes when designing your estate plan. Learn more.
- 03TransactionsReview of the tax consequences of buying or selling a business, real estate, or ownership interests.
- 04International tax mattersGuidance for individuals and businesses with income, assets, or investments in Mexico and the United States.
- 05Texas state taxesObligations of businesses to the state, such as the franchise tax.
- 06Coordination with your accountantWe work alongside your accountant so that the legal structure and the tax structure are consistent.
Without planning
The tax cost is often discovered when it can no longer be changed.
A poorly structured transaction can trigger taxes that could have been foreseen, and correcting it afterward is usually more costly than planning it.
Tax planning is not about avoiding obligations, but about meeting them in the most orderly and efficient way the law allows.
Common questions
Frequently asked questions.
What is the difference between an attorney and an accountant in tax matters?
The accountant prepares and files your returns. The attorney analyzes the legal structure of your transactions and their tax consequences. They usually work together.
When should I seek advice on tax planning?
Before making the decision: before forming the company, signing the sale, or transferring the assets.
Does the structure of my company affect the taxes I pay?
Yes. Each type of entity has a different tax treatment, and in some cases it is possible to choose among several options.
I live in Mexico and have assets or income in the United States. Do I have to pay taxes in both countries?
It depends on your tax residency, the type of income, and the applicable treaties. It is worth reviewing both sides to avoid double taxation.
Will my heirs pay taxes on what they receive?
It depends on the value of the estate, the type of assets, and the residency of those involved. We analyze it as part of your estate plan.
Contact
Know the tax impact of your decisions before you make them.
Our firm is at your service to analyze your tax-related needs.
Contact usThe information on this page is general in nature and is not legal or tax advice. Every situation is different; consult a professional about your particular case.