PRACTICE AREA
Tax Strategy and Defense
A tax perspective becomes useful when connected to what a company actually does, how its transactions are documented and the decisions it needs to make.
Discuss a matter
THE CONTEXT
Expansion, an acquisition or a change in revenue structure can affect several parts of a business. Tax analysis begins with the facts and the records supporting them, then compares alternatives with the commercial and financial objectives behind the transaction. This keeps the discussion grounded in how the business operates.
The same discipline helps when a difference of interpretation or a review arises. Reconstructing events, identifying document versions and understanding the original decisions makes precise questions possible. Strategy follows the circumstances of the matter rather than promises of savings, refunds or outcomes detached from the underlying evidence.
A perspective supporting
every decision.
ADVISORY FOCUS
- 01
Transaction planning
Tax assessment of business decisions, investments and reorganizations, bringing commercial assumptions together with the accounting, contractual and corporate information available for the particular transaction under review.
- 02
Review and consistency
Combined reading of agreements, records and transaction evidence to identify differences, clarify facts and organize questions requiring more detailed tax, financial or accounting assessment.
- 03
Tax disputes
Analysis of background records and communications in tax or administrative matters to consider response alternatives and coordinate preparation of the file around the specific situation.
Understand. Organize.
Move forward.
HOW WE APPROACH A MATTER
- 01
Reconstruct the facts
Describe the transaction chronologically and connect it with supporting records. Identify amounts, participants and decisions without assuming that everyone shares the same background.
- 02
Compare scenarios
Separate confirmed facts from assumptions. Examine alternatives alongside operational implications and the questions that need to be answered before the business makes a decision.
- 03
Record the approach
Agree the scope of analysis, responsibilities and next steps. Where a communication has been received, include its date and circumstances in the assessment.
Before we begin
How does preventive review differ from a dispute?
Preventive assessment may support decisions before implementation. A dispute starts with events and positions already expressed, so the strategy requires a review of the file and communications received.
Is a financial forecast enough to assess a transaction?
It helps explain the objectives, but agreements, participants and implementation arrangements matter too. Analysis should connect the figures with the facts and actions that give rise to them.
Tools to explore
Business checkup
Identify gaps in contracts, ownership, data and operations. Build a document map and prioritised actions to prepare your business review with Bucolt.
Due diligence checklist
Prepare a business purchase, sale or investment with a tailored checklist of documents, questions and open items for your proposed transaction in Mexico.
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