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Prosguy3

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Self-Study CPE
BASIC INDIVIDUAL TAXATION
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SCHEDULE C OF FORM 1040
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TAX PROCEDURE
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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§1031 LIKE-KIND EXCHANGES
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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1099-MISC: BOX BY BOX
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Free cpe webinars
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
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00358-18-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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 that 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:


  • Recall basic knowledge of Puerto Rico and its various tax incentives

  • Identify the requirements under the Export Services Act

  • Identify the requirements under the Individual Investor Act

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

Linkedin

Dave Hall

The Prosperity Guy
Managing Partner
dave@etrendsgroup.com
(844) 455-0500

Prosguy3

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 Prosperity Guy founder, 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.

Additional Materials
Article
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Prosguy3
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.