Puerto Rico’s Tax Haven Status Is Tailor Made For Investors, Traders And Investment Managers (Recording)

20 May

May 20, 2014 at 4:15 pm EST


Recording

Presented by Robert A. Green, CPA. Guest Panelists: NYC tax attorney Mark Leeds of Mayer Brown and PR tax accountant Gabriel Hernandez of BDO (both quoted in the blog).

Traders can move to Puerto Rico to take advantage of U.S. possession tax law. Couple with special PR tax incentives, including Act 22 for 100%-exclusion of trading gains and Act 20 4% tax rates on export service businesses like investment management.

Click here for our related blog.

Testimonials

Thanks for your advice and approach in handling our 2010 & 2011 court filing. Our MTM status was initially denied mid-2012. Going through IRS appeals processes lead us nowhere else but another refusal of MTM status. At that point I was not sure how to proceed and if the case was strong enough to take it to the tax court. I kept searching for a law/CPA firm who can [handle this] case. I did not find any lawyers locally with [MTM] experience ... Then I found the Green Trader Tax website, which exhibited a ton of experience and testimonials in this niche area of tax code. We had exactly eight working days to discuss, share data, decide an approach and file the petition to tax court ... you folks delivered well — on time and most importantly with positive results! Your overall approach and professionalism did not make me feel that I was working with someone remote. Also, Robert, even before we started you stressed that we evaluate our case against your golden rules for MTM first; which was a great litmus test that really boosted my confidence in moving forward ... So here we are, more than two years since the first audit; but with a decision in our favor. My sincere thanks to the Green LLC team. I will be happy to be a reference for your future clients.

U.L.

Close