Legal Blog

Understand the crucial Presence, Tax Home, and Closer Connection tests required to establish bona fide residency in Puerto Rico and qualify for its tax advantages. Avoid common pitfalls.

Navigate Puerto Rico's property tax system. Learn about property assessments, key exemptions like homestead, payment procedures, and compliance for homeowners and businesses.

Explore Puerto Rico's tax incentives for the tourism industry. Learn about exemptions, credits, eligibility, and compliance for businesses and investors.

Stay informed on Puerto Rico tax reform. Learn about the latest changes impacting individuals, businesses, and investors under new tax laws and Act 60.

Explore Puerto Rico's Act 60 tax benefits, eligibility, and application steps.

Moving back to the U.S. as an expat? Understand your U.S. tax obligations, including tax residency rules, foreign asset reporting (FBAR/FATCA), state tax considerations, and filing your final expat return. Get your expat return tax guide for a smooth transition.

Stay informed on IRS updates for U.S. expats in 2025. Learn about continued IRS focus on FATCA, FBAR, offshore compliance, and digital assets, and understand the importance of accurate reporting and available compliance programs. Get expert insights on expat tax changes and enforcement trends.

Explore key differences between Puerto Rico and US tax laws for individuals and businesses. Understand residency, income taxation, incentives, and reporting.

A major update to the Corporate Transparency Act exempts U.S.-formed companies and U.S. persons from BOI reporting requirements, while certain foreign entities must still comply...

Your guide to understand the Corporate Transparency Act and the BOIR Filing Obligations...

Guidance for U.S. expatriates and how they can use the FEIE method to reduce their student loan payments and ease their financial burden while living abroad.

A qualified joint venture is a specific type of business arrangement...

These are some of the strategies you can use, while living abroad, to contribute to this account effectively...

While it is separate from the US IRA system, Puerto Rico has its own IRA system that offers both standard and Roth plans...

What are the main differences between Gross Income and Net Income

If you have made the decision to travel for the holidays make sure you follow these tips and prepare to travel legally covered...

Explore the key tax considerations and strategies for expats this year.

The Foreign Housing Exclusion allows US expats to exclude certain housing expenses paid for with foreign-earned income...

Learn all about the special program designed for U.S. persons residing abroad who have failed to file their US taxes...

These changes can have a significant impact on your financial strategies, presenting both challenges and opportunities...