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Puerto Rico Tax Incentives: How to Get Your Clients to the 4% Tax Bracket

PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET

This course was previously titled: Puerto Rico Act 20/Act 22: The Unbelievable New Tax Strategy
Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 9, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

In this course you will learn why Puerto Rico has become the new tax home for wealthy individuals and business owners who are looking for a legal way to maintain their U.S. citizenship and still lower their tax bill.  In 2012, Puerto Rico implemented the Export Services Act and the Individual Investor Act to help reignite their local economy.  In the process, they ended up giving taxpayers an amazing gift.  For those businesses who qualify under the Export Services Act they will only pay a 4% income tax in Puerto Rico and 0% tax to the IRS on their qualifying income.  For those individuals who qualify under the Individual Investor Act they pay 0% tax in Puerto Rico and their qualified income is exempt from U.S. tax.  This strategy is not right for everyone, but for those that qualify it is a life changer. 

Learning Objectives:


  • Gain a basic knowledge of Puerto Rico and its various tax incentives

  • Understand the requirements under the Export Services Act

  • Understand the requirements under the Individual Investor Act

  • Understand transfer pricing and it’s roll in Puerto Rico tax incentives

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall

Etrends Group
Managing Partner
dave@etrendsgroup.com
8444550500

Etrendsorange

Dave Hall is the managing partner of Etrends Group, a privately held company whose mission is to provide the “more” for those who expect MORE out of life.  As a thought leader, Dave has spent his career finding the latest tax and investment strategies that will help improve the financial position of others.  Dave is a published author, public speaker and currently hosts his own podcast “The Prosperity Gap with Dave Hall.” 

About Our Presenter

Etrendsorange
We are a full service CPA firm that specializes in helping our clients build success.  

Our firm is made up of partners and employees from both the US and Puerto Rico, which gives us a unique advantage over many Accounting firms.