Taxes
Our tax and legal advisory services are:
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This sub-line of service reacts and solves the needs of our clients regarding the international context with respect to multinational companies. Derived from the globalized economy, among other components, relevant adjustments have been observed in Mexican tax legislation; that place Mexico with a fairly sophisticated and advanced tax context in relation to the world economy.
On the other hand, businesses need to have a delicate perspective, in terms of awareness and global vision; in the expectation of change and adaptation to new tax rules, and to the continuous change around the world. International standards continue to evolve constantly, with the aim of achieving a more objective tax collection and regulation between countries, triggering a continuous transmutation in domestic laws.
Mexican tax authorities are very attached to the tax models issued by the OECD and have carried out various analyses and investigations, and have implemented complex mechanisms to ensure that domestic and foreign taxpayers pay taxes in the correct proportion.
Derived from the above, the same tax authorities have generated a greater need for taxpayers to have specialized advice on tax services that involve international transactions. It is essential to have sophisticated and sustainable advice to identify, design and implement strategies that allow you to rationalize the global tax burden of your businesses, as well as control checks that favours a correct tax compliance.
The International Tax area of BHC is conformed of specialists with deep and updated experience grounded on the latest international and local provisions, with the aim of supporting clients in various topics, among which are:
— Advice on international structures to finance investment projects in Mexico
— Tax advice regarding investment models and resource funding from abroad in Mexico; either for the acquisition and operation of companies or assets, business growth, joint ventures, among others.
— Tax advice in relation to divestments, distribution of cash flows, leverage structures and debt restructurings.
— Tax advice to foreign residents on income from Mexican sources of wealth.
— Tax advice on permanent establishments of foreign residents in Mexico.
— Tax advice on the interpretation and application of treaties to avoid double taxation with respect to international operations, as well as with tax compliance regulations on a domestic level.
— Review, analyze and advise on payments abroad of taxpayers with tax residence in Mexico.
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Currently there are national and foreign investors with a deep interest in new enterprises; in order to expand and diversify the portfolio of its resources, in order to maximize its economic benefits in the short, medium and long term. Although there is a wide variety of productive industries and groups of investors, many seek to increase the return on their investments by creating strategic alliances, monetization of assets, operational and financial synergies, spin-off or merger of businesses, acquisition or alienation of businesses through shares or assets, among other measures.
If you are considering making a transaction, it is important to first understand the context and the intrinsic nature of the operation, in order to develop a holistic strategy that is objective and efficient, and that is in line with the client's vision.
In this sense, continuously and naturally, the current market demands a significant specialization to advise on this type of transactions. Counselling should cover all areas; however, the tax area is of vital importance, as it may involve the acquisition or transfer of significant liabilities and risks.
At BHC we accompany you during this process from the analysis, design and implementation of the strategy, as well as in the subsequent steps; focusing on the tax, legal, financial and labor consequences of transformative change. We help the client optimize the value of the transaction with integrated solutions and sustainable methods.
The BHC professionals that conform this specialized area are dedicated full-time to business purchase and sale transactions; therefore, they have very valuable technical knowledge and skills for this type of operations which will help you to build confidence, embrace evolution and promote growth. With the aim of supporting customers in various topics, among which are:
— State and Municipal Tax Advice
— Tax due diligence – sell side / buy side
— Tax advice and structuring; funding strategies, operation, cash distributions and potential exit of the investment
— Tax review for financial models
— Tax modelling
— Tax advice on project finance
— Tax advice on mergers and acquisitions
— Tax advice on the SPA
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Today, worldwide companies are subject to a variety of taxes applicable to the profits they generate, as well as to other forms of income. At BHC, we connect with our clients as business partners and offer them high-quality, tailored approach services; focused on the specific needs of each client.
Our advice is based on the applicable Mexican tax legislation, and focuses on optimizing the processes in organizations, as well as the quality of their tax information and internal controls. Aware of the need for organizations to have objective and sustainable tax planning, our specialists in corporate tax and tax compliance offer, among others, the following services:
— Tax advice and planning
— Tax compliance services
— Tax diagnosis
— Support in requesting refunds of balances in favor of taxes
— Design of structures and restructuring of operations
— Advice on corporate restructurings at national and international level.
— Digital taxes
— Expert Opinion transfer of shares
— Patrimonial and inheritance services
— Taxes on mergers and spin-offs
— Procedures and the obtention of resolutions before the tax authorities
— Tax updating seminars
— Tax solutions that allow to comply and to make the tax burden more efficient, both for companies and their shareholders.
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Derived from the continuous evolution of tax regulations and based on the constant growth of a global economy, the field of transfer pricing becomes essential and fundamental for operations carried out between related parties nationally and internationally, such as the valuation of assets, businesses and services, among others.
In this sense, due to the high level of scrutiny and transparency that the tax authorities have established at a global level, it is very important to maintain adequate compliance in terms of transfer pricing. The current context of the world involves optimizing tax control, defining functions and activities, as well as mitigating risks of organizations.
The Transfer Pricing practice of BHC offers solutions with a holistic vision that every organization requires, both for tax compliance and for the growth and structuring of your business. The main services are:
— Validation and analysis of Transfer Pricing (TP) policies of multinational and national companies between related parties.
— Generation of TP documentation at local, regional and global level in compliance with the provisions of the Base Erosion and Profit Shifting (BEPS) plan.
— Optimization of the structure of functions and risks through the application of economic models, such as; value chain analysis, valuation of intangibles, valuation of the operation of the business, among others.