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Export Services Act

Inbound and Outbound U.S. Tax Planning for Bona Fide Residents of Puerto Rico

by Bilzin Sumberg on

Since Puerto Rico enacted the “Individual Investors Act” (Act 22) and the “Export Services Act” (Act 20) in 2012, much press has been devoted to the number of high-net worth U.S. taxpayers (including citizens and green card...more

The Boricua Option – The Taxation of Incentive Stock Options (ISOs) as a Puerto Rican Resident - Another Good Reason to Move to La...

by Gerald Nowotny on

Overview - Many professional living and working in Silicon Valley over the last twenty years have become very wealthy as a result of their participation in company stock options plans – qualified and non-qualified....more

Silicon Boricua – What if Silicon Valley Moved to Puerto Rico?

by Gerald Nowotny on

Overview - I have been writing over the last year on the benefits of Puerto Rican (PR”) residency. The tax benefits of Puerto Rican residency gained some attention and notoriety when hedge fund billionaire John Paulsen...more

Soy Boricua - Rethinking Inbound Tax Planning for Wealthy Latin American Moving to the U.S.

by Gerald Nowotny on

Overview - In case you did not know, Miami is the capital of Latin American. It is the port of entry for Latin Americans from Central and South America. Historically, wealthy Mexicans have liked California and Texas...more

Becoming Puerto Rican - The Tax Benefits of Puerto Rican Residency for U.S. High Net Worth Taxpayers

by Gerald Nowotny on

Overview - My last article focused on the attractiveness of Puerto Rico for hedge fund managers . Poor John Paulsen cannot make a move without the financial press reporting on the story. If he bought a Big Gulp at...more

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