Auctoris is hosting an event on Puerto Rico Planning Opportunities on May 22 in Miami,
following the M Financial International Advisors Conference (MIAC).
This Event is for Professional Advisors Only
Puerto Rico presents unique opportunities and tax incentives for businesses under Acts 20 & 22 and with qualified opportunity zones. Discover how these opportunities can be integrated into your clients planning objectives, including what businesses are most suitable for ties in this U.S. territory, the tax benefits, legal tools and laws. Successful case studies will also be explored.
Janira Beltrán, Esq. LLM | Pellot-González Attorneys & Counselors at Law
Marisel Valentín-Márquez, CPA, Esq. LLM | Pellot-González Attorneys & Counselors at Law
HOST & MODERATOR
Richard Hartmann, JD, CLU, CHFC, TEP | AUCTORIS – Architects of Wealth Preservation Strategies
Seating is limited. Register here.