Real Estate Consultant · Saltillo, Coahuila de Zaragoza. México. · Member since 2026 · 7 posts · 0 votes
Is it true that attorneys and CPAs in Texas avoid establishing alliances with real estate professionals in Mexico, or is it simply a local myth? What would happen if tomorrow one of your clients raised their desire to invest in real estate in Mexico? Are you willing to allow your client to walk away to the competition?
I'm a CPA in IL, and I can't speak for anybody else.
I don't have a background in international tax issues. If I had a client that began making investments in a foreign country, I would recommend them to a different CPA that specializes in cross-border tax matters
It's not really a matter of losing clients to competition, but rather staying in my own area of expertise and knowing my limitations.
I'm a CPA in IL, and I can't speak for anybody else.
I don't have a background in international tax issues. If I had a client that began making investments in a foreign country, I would recommend them to a different CPA that specializes in cross-border tax matters
It's not really a matter of losing clients to competition, but rather staying in my own area of expertise and knowing my limitations.
Is it true that attorneys and CPAs in Texas avoid establishing alliances with real estate professionals in Mexico, or is it simply a local myth? What would happen if tomorrow one of your clients raised their desire to invest in real estate in Mexico? Are you willing to allow your client to walk away to the competition?
@Rolando Morales Senjudo, I don't think it's necessarily about attorneys or CPAs avoiding partnerships with professionals in Mexico. Sometimes it's simply about making sure clients work with someone who understands the laws and requirements in that country. I agree with @Matthew Hamilton that knowing when to involve another professional is important.
I'm a real estate attorney and investor based in Maryland, and I work with clients on property transactions, contracts, and business matters. In my practice, I believe it's important to recognize when a matter requires knowledge outside my jurisdiction and make sure the client gets the right guidance.
I appreciate you bringing this up, @Rolando Morales Senjudo. Building professional relationships can be valuable, especially in real estate, where clients sometimes have needs beyond one person's expertise. I'm happy to stay connected!
@Rolando Morales Senjudo I would consider that more of a local myth. I work with a number of real estate investors and professionals who live and invest in both the United States and Mexico. I encourage diversification, including international real estate investments. The important consideration is understanding that each country has its own laws governing property ownership, taxation, estate planning, and asset protection.
From our perspective, the client isn't walking away to the competition simply because they decide to invest in Mexico. As their legal and tax advisors, we continue assisting them with the U.S. legal, tax, and estate planning implications of those investments, while coordinating with qualified professionals in Mexico when necessary.
Ultimately, our role is to help clients make informed investment decisions and structure their affairs appropriately, regardless of which side of the border they choose to invest on.