ONGOING TAX ADVISORY
TRANSACTIONAL TAX ADVISORY
ESTATE AND WEALTH TRANSFER PLANNING
TAX DISPUTE RESOLUTION
ONGOING TAX ADVISORY
At DLR, we provide routine tax advisory to our clients in order to deliver adequate and timely advice with respect to their daily operations.
Our on-call advisory allows our clients to conduct their operations efficiently and in compliance with Mexican tax law. By maintaining ongoing communication, we are able to timely detect potential contingencies or areas of opportunity on tax matters.
As a crucial part of our services, we monitor and keep our clients informed of any change in law, resolution or criteria issued by the tax authorities that may affect their business.
TRANSACTIONAL TAX ADVISORY
We have vast experience advising our clients on different types of domestic and cross border transactions; including equity and debt public offerings, financing structures, design of investment structures, entry and exit strategies, capital repatriations and restructurings in Mexico, dealing with complex matters on international taxation and double tax treaty application.
As part of our transactional services, we also conduct tax due diligence of target companies in order to identify potential tax exposures and ensure that our clients can include adequate mitigation strategies in their negotiations.
Our transactional practice allows our clients to clearly understand the tax implications of their transactions, in order to facilitate negotiations and be able to make informed decisions.
ESTATE AND WEALTH TRANSFER PLANNING
We advise our clients on tax strategies for the preservation and efficient transfer of their wealth to future generations. Our services include designing tailored structures to achieve the specific needs and objectives of each family, and the preparation of all necessary tax calculations and returns to ensure that our clients are in compliance with their tax obligations.
TAX DISPUTE RESOLUTION
At DLR we complement the traditional contentious approach by favoring the analysis of the substance of the transactions being scrutinized over their form, and the correct application of tax law.
Our participation starts from the moment the authorities initiate their verification powers. We prepare defense strategies aimed at resolving tax disputes without going through litigation, even settling them through alternative mechanisms such as the filing of conclusive agreements and complaints before the Taxpayer Protection Agency (Procuraduría de la Defensa del Contribuyente (PRODECON)).
However, we are also prepared to pursue litigation in order to defend our clients’ interests and rights, for which we have a team of attorneys that specializes in filing suits in administrative matters and amparo proceedings against general regulations.
Our professionals clearly explain to our clients the possibilities of success against the different legislative, administrative or judicial acts that may affect their interests to avoid unnecessary litigations.