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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 DateMay 7, 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

The Prosperity Guy
Managing Partner
dave@etrendsgroup.com
8444550500

Prosguy1

Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting.  Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes.  He has done this by using little known tax and investment strategies many other advisors overlook.

As the founder of The Prosperity Guy, Dave now spends his time educating thousands of professional advisors on how they can get themselves, and their clients, to the zero percent tax bracket and transform their retirement.

About Our Presenter

Prosguy1
The Prosperity Guy is a retirement education company that is quickly becoming a top brand in the industry.  Dave Hall started the company in 2019, with one course.  Since that time, the company has continued to expand their offerings to include multiple courses, and a podcast on tax-free retirement.  If you are looking for high quality, up-to-date, tax-free retirement education you have come to the right place.