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Concurrent Session Onsite and Online

SOP2308. Puerto Rico Tax Strategies: Acts 20/22/60

This session will dive into the top 10 things to know if your U.S. client moves, or is contemplating a move, to Puerto Rico.

Learning Objectives:

  • Identify and be able to apply the test for qualifying as a bona fide resident of Puerto Rico and the relevant income source rules.
  • Recall the context and current status of the IRS' ongoing Puerto Rico-focused compliance campaign.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Taxes
Level
Overview
Prerequisites
For individuals at all organizational levels
Advanced Preparation
None
Session Tags
Practitioners View
CFP
EA Credit