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Puerto Rico Planning Opportunities

Puerto Rico Planning Opportunities

April 29, 2019

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


Richard Hartmann, JD, CLU, CHFC, TEP | AUCTORIS – Architects of Wealth Preservation Strategies

Seating is limited. Register here.

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