Strategic Tax Planning for Act 60 Individuals: Beyond Compliance
Tax compliance is only the starting point for Act 60 individuals. True value comes from strategic tax planning that aligns personal goals, business operations, and Puerto Rico regulations.
Effective tax planning includes coordinating Puerto Rico and U.S. federal tax obligations, understanding sourcing rules and residency requirements, planning income timing and entity structures, and avoiding common compliance mistakes.
Without proactive planning, many Act 60 holders unknowingly expose themselves to unnecessary taxes or compliance issues. Strategic tax planning focuses on informed and compliant decision-making.