Puerto Rico Planning Opportunities

Date: May 22, 2019
Location:  Show map
JW Marriott Marquis Miami
255 Biscayne Blvd Way
Miami, FL

Puerto Rico Planning Opportunities

Event for Professional Advisors

Join Wealth Preservation & Life Insurance Strategist Richard Hartmann for an insightful discussion with top Puerto Rican Attorneys & Counselors at Law on Puerto Rico Planning Opportunities

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.



Janira Beltrán, Esq. LLM | Pellot-González Attorneys & Counselors at Law

Marisel Valentín-Márquez, CPA, Esq. LLM | Pellot-González Attorneys & Counselors at Law



Richard Hartmann, JD, CLU, CHFC, TEP | AUCTORIS - Architects of Wealth Preservation Strategies


Learn more and register HERE