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.
PANEL PRESENTERS
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
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Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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