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CPA - medium firm
CPA - large firm
Enrolled Agent
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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
Dave Hall
The Prosperity Guy
Managing Partner
dave@etrendsgroup.com
(844) 455-0500
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.
- 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.
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
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
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