Maneuvering through the tax codes of both Puerto Rico and the US to properly administer a Puerto Rican tax-qualified plan can be costly if not done correctly.
This webcast will provide a review of the various rules and regulations that apply for Puerto Rican tax-qualified plans! You will learn what rules apply to plans that cover Puerto Rican employees, their tax implications, and how to navigate Puerto Rican laws -- including recent PR tax law changes and prospective changes.
- Design Puerto Rican retirement plans
- Help administer tax-qualified plans with Puerto Rican participants
- Strategize tax qualification under PR Tax Code
Speaker: René J. Avilés-Garcia, Esq., Capital Member, Ferraiuoli, LLC
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