What is Act 60?

This course will walk you through the ins and outs of Act 60 including benefits offered, industries supported, the application process, and eligibility.

How to Remain in Compliance

Navigating the complexities of Act 60 is not just challenging—it’s critical. Missteps or incomplete compliance can lead to IRS audits, tax penalties, or even the loss of your tax benefits. Our course outlines what compliance looks likes, annual report/tax filings, and unique tips and tricks learned over the years.

1 Hour of Free Consulting

When you purchase this course, you automatically receive 1 hour of free consulting from our firm to help you create a game plan.

About the course

Unlike other resources that just cover Act 60 at a surface level, this course takes a deep dive into the nuances of Act 60 to set you up for success. Rather than scouring the internet looking for information, or jeopardizing your compliance with misinformation, this course is intended to walk you through the main aspects of Act 60 and provide unique strategies that you will not find elsewhere. By the end of this course, you should understand the requirements for Act 60, the ins and outs of compliance, and tips and tricks we have learned over the years to save you more money.

Rachel Farris, CPA

Rachel Farris, CPA, specializes in tax planning, compliance, and Act 60 strategies for high-net-worth individuals and businesses. With experience at a top Big 4 firm and expertise in mergers and acquisitions, she advises clients on tax minimization and exit strategies. She splits her time between San Francisco and Puerto Rico, helping investors and business owners navigate Act 60 for maximum savings.

Curriculum

1 Chapter · 21 Lessons

  1. 1

    Unlocking Puerto Rico's Tax Incentives: A Guide for Individuals Looking to Relocate

    1. Introduction to the Course Free preview
    2. Module 1: Introduction to Act 60 Free preview
    3. (Included in full purchase)

      Module 2: The Key Benefits of Act 60

    4. (Included in full purchase)

      Module 3: Industries Supported by Act 60

    5. (Included in full purchase)

      Module 3 Bonus: Summary of Incentives Offered for Act 60

    6. (Included in full purchase)

      Module 4: Navigating the Act 60 Application Process

    7. (Included in full purchase)

      Module 5: Tax Efficient Business Structures

    8. (Included in full purchase)

      Module 6: Preparing to Move to Puerto Rico

    9. (Included in full purchase)

      Module 7: Staying Compliant with Annual Requirements Under Act 60

    10. (Included in full purchase)

      Module 8: Preparing and Filing the Annual Report Under Act 60

    11. (Included in full purchase)

      Module 9: Success Stories and Lessons Learned

    12. (Included in full purchase)

      Module 10: Navigating Tax Forms for Act 60 Compliance

    13. (Included in full purchase)

      Module 11: Income Sourcing Rules under Act 60

    14. (Included in full purchase)

      Module 12: Pre-Move Transfers of Property to Partnerships

    15. (Included in full purchase)

      Module 13: Estate Taxes & Trusts

    16. (Included in full purchase)

      Module 14: Your Final Year in PR and Next Steps

    17. (Included in full purchase)

      Module 15: Navigating IRS Guidance on S Corporations and Puerto Rico Source Income

    18. (Included in full purchase)

      Module 16: Navigating the 2025 Proposed Changes to Puerto Rico's Act 60

    19. (Included in full purchase)

      Module 17: Miscellaneous Tips + Common Misconceptions and FAQs

    20. (Included in full purchase)

      BONUS PDF: Act 60 Exportation of Services Informational Guide

    21. (Included in full purchase)

      BONUS PDF: Act 60 Individual Investor Informational Guide

Start Your Money Saving Journey Today

30 Day Money Back Guarantee - If you are unsatisfied with the materials, we will refund the entire amount to you.

$875.00

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