Jay Nanavati presented “Puerto Rico Tax Strategies: Acts 20/22/60” at the 2023 AICPA & CIMA National Tax & Sophisticated Tax Conference on November 14th, 2023. The conference was held both in-person and virtually. The events were hosted at the Omni Shoreham Hotel in Washington, DC.

Event Description:

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.

CPE Credits were available for this event.

Please visit here for program details. Please visit the program guide for more information.