Learn How U.S. Citizens Can Pay 0% Tax on Capital Gains — Taught by a Licensed CPA

Most U.S. investors and business owners don’t realize that by relocating to the U.S. territory of Puerto Rico, they can legally pay zero taxes on both short-term and long-term capital gains on their investments. For business owners, corporate tax rates can be reduced to just 4%, with zero taxes on dividend distributions—a game-changing tax advantage not available anywhere else in the U.S.

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Main Topics Covered

Act 60 Tax Strategy

Our course breaks down Act 60 tax incentives—covering key benefits, eligibility, and strategies to maximize savings. Ideal for investors, entrepreneurs, and business owners looking to apply and stay compliant.

Act 60 Tax Compliance

Staying compliant with Act 60 is key to keeping your benefits and avoiding costly mistakes. This course covers annual reporting, best practices, and common pitfalls to help you stay in good standing.

Tax Forms & Applications

Navigating tax forms and applications can be overwhelming, but we break it down step by step. This course walks you through the key documents needed for Act 60 and best practices for a smooth application process.

What You Will Get With This 2.5 Hour Course

  • In-Depth Tax Strategies for Investors and Business Owners
  • Step-by-Step Instructions Walking You Through Act 60’s Compliance Process
  • Unique Tips and Tricks to Save More Money on Taxes (Including Saving an Additional 50% on Municipal Taxes)
  • Two 30-Minute Consulting Sessions to Create a Game Plan With Your Existing CPA, Attorney, or Wealth Manager
  • 30-Day Money-Back Guarantee if You Are Not Satisfied With This Tax Savings Course
Learn About Act 60
Where Can U.S. Citizens Move to Eliminate Capital Gains Taxes?

Relocating to Puerto Rico offers unparalleled tax benefits. Qualified individuals can pay zero federal and Puerto Rico taxes on short- and long-term capital gains, while eligible businesses enjoy a 4% corporate tax rate and no tax on dividends. These unique incentives are unmatched anywhere else in the United States

Why Puerto Rico Over Other Low-Tax Destinations Like Dubai or Singapore?

As a U.S. citizen, your worldwide income is subject to U.S. taxation, regardless of where you live. This means that if you move to places like Dubai or Singapore, you would first pay taxes to the local government and then be required to pay additional U.S. taxes on your global income.

Puerto Rico is the only place where U.S. citizens can live and enjoy significantly lower tax rates without paying U.S. taxes on worldwide income.

Why Does Puerto Rico Have Such Low Tax Rates?

Puerto Rico, as a U.S. territory, is not represented in Congress and residents cannot vote in presidential elections. Due to this lack of representation, the U.S. government cannot impose federal income taxes on Puerto Ricans.

Instead, Puerto Rico has its own tax system, Hacienda. As a U.S. citizen and bona fide resident of Puerto Rico, you can legally benefit from Act 60 incentives, including zero capital gains taxes and a 4% corporate tax rate.

How Long Have These Tax Savings Been in Place?

In 2012, the Puerto Rican government passed new individual and business tax laws to attract investors and business owners, stimulate the economy, and create jobs. After Hurricane Maria in 2017, Puerto Rico enhanced these tax incentives even further, leading to what is now known as Act 60.

These incentives continue to make Puerto Rico one of the most attractive tax havens for U.S. citizens.

About

About Us


Rachel Farris, CPA

Rachel Farris is a distinguished Certified Public Accountant. Her CPA firm specializes in helping individuals & families through the complex landscape of tax and compliance issues, offering sophisticated tax planning & minimization strategies and overseeing their Act 60 journey.

Her extensive experience at a top-tier Big 4 international accounting firm informs her comprehensive & global approach. Her additional expertise in mergers and acquisitions also positions her uniquely to advise companies of all sizes on exit strategies. She represents high net worth Act 60 investors & business owners. Rachel travels between her offices in San Francisco & Puerto Rico.

Rachel Farris, CPA is highlighted for her strategic use of the Act 60 Puerto Rico investor & business tax decrees – to maximize tax savings for her clients. Her firm’s mission is to deliver exceptional service, leveraging specialized expertise in tax planning & compliance to meet the needs of their high-net-worth clientele