You’ve Prepared Your Assets for Your Heirs… Have You Prepared Your Heirs for Your Assets?

Dear Clients, Colleagues, and Friends, The Loaded Question “Dad, are we rich?” Ethan’s father drops his fork mid-bite. “That’s an unusual question,” Roger carefully responds. Ethan, who just turned 16 and still fears his father’s disapproval, hesitates before continuing. He knows there is an unspoken rule in his family to never speak about money. Despite his nerves, he plows on, determined to get to the bottom of the wild claims his classmates made. “So, the guys said I didn’t need to get a summer […]

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“Puerto Rico’s Tax Benefits Are Too Good To Be True” – Want to Bet?

Dear Clients, Colleagues, and Friends: It has been a bit over 2 years since my esteemed colleague, Fernando Goyco, and I wrote an article about the Puerto Rico tax law Act 20 & 22 for Steve Leimberg’s Income Tax Planning Letter — (Steve Leimberg’s Income Tax Planning Email Newsletter – Archive Message #44 Date: 23-Apr-13 From: Steve Leimberg’s Income Tax Planning Newsletter Subject: Jeffrey M. Verdon & Fernando Goyco-Covas: Consider Moving to Puerto Rico to Eliminate Tax on Passive Income […]

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