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SOP2308

Puerto Rico Tax Strategies: Acts 20/22/60

Date
November 14, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 AICPA & CIMA National Tax and Sophisticated Tax Conference
This includes sessions from the conference: 2023 AICPA & CIMA National Tax and Sophisticated Tax Conference

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.

Speakers

Speaker Image for Jay Nanavati
Partner, Criminal Tax Attorney, Kostelanetz LLP
Speaker Image for Elizabeth Stevens
Elizabeth Stevens, J.D., LL.M. Taxation
Member, Caplin & Drysdale Chtd.

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