Areas of activity

Taxation

MUÑOZ-FRESCO provides comprehensive tax advice for both individuals and corporations. We offer ongoing consultation, both at our office and within the company, conducting interim work to anticipate potential future contingencies. Risks are assessed, and the most advantageous decisions are made.

We have extensive experience in the field of tax assessment procedures by the Tax Administration, Tax Inspection, appeals, special procedures, and tax offenses.

  • Comprehensive tax advice for companies and individuals.
  • Advice on specific operations with tax implications.
  • General tax consultancy for individuals and corporations.
  • Tax planning for corporate groups.
  • Mergers and acquisitions (M&A). Company restructuring.
  • Agreements for share acquisitions or asset acquisitions. Share exchanges and contributions of business lines.
  • Special non-monetary contributions.
  • Wealth, inheritance, and family business tax planning.
  • Family Office. Holdings and family wealth management companies.
  • Preparation of Family Protocols, in connection with other departments.
  • International tax planning.
  • Entities for holding foreign securities.
  • Transfer pricing/Analysis and documentation of related-party transactions.
  • Advice and assistance in tax inspections, preparation of appeals and claims.

TAXATION OF FAMILY BUSINESSES:

MUÑOZ-FRESCO’s trajectory as a specialist in creating appropriate structures for managing assets, taking into account the current and future tax burden, has led to the development of an advisory department (Family Office) dedicated to all aspects of family business, legal and tax management of assets, and succession planning. The Family Office offers a comprehensive perspective to family businesses, considering all tax, legal, succession, and financial aspects, organizing the assets through simple yet efficient structures, reducing family taxation, and addressing issues of asset control by the family. Ultimately, it promotes unity within the family and the company, ensuring the well-being and tranquility of family members. The objective is to optimize the taxation of family groups by developing succession planning and family protocols, holding companies, investment companies (movable and immovable), asset management companies, etc.