Virtus Advisory
Reduce Your Tax Rate to 4%
Strategic Puerto Rico Act 60 consulting for high-net-worth individuals and businesses. Professional guidance through export services, individual investor benefits, and manufacturing incentives.
Act 60 Tax Incentives
Three primary pathways to significant tax optimization in Puerto Rico
Export Services
4% tax rate on qualifying export services income
Individual Investor
0% capital gains tax on Puerto Rico sourced income
Manufacturing
Comprehensive tax incentives for manufacturing operations
Financial Impact Analysis
Real scenarios demonstrating Act 60 tax optimization potential across different business structures
Tech Entrepreneur
Export ServicesInvestment Manager
Individual InvestorManufacturing Executive
Manufacturing10-Year Cumulative Impact
Based on average client profile with $5M annual income
Regulatory Framework
Understanding the three primary Act 60 pathways and their specific requirements
Individual Investor
Key Requirements
- Become bona fide Puerto Rico resident
- No US-sourced income during decree period
- Make annual $10K donation to PR nonprofit
Export Services
Key Requirements
- Provide qualifying export services
- Meet local hiring requirements
- Maintain substantial PR presence
Manufacturing
Key Requirements
- Establish manufacturing operations
- Meet investment thresholds
- Create qualifying employment
Compliance Requirements
All Act 60 decrees require strict compliance with residency, operational, and reporting requirements. Professional guidance ensures proper structure and ongoing compliance to maintain tax benefits.
Jurisdictional Analysis
How Puerto Rico Act 60 compares to other tax optimization strategies
US Territory
No exit taxes or citizenship changes required
Tax Certainty
20-year decree provides long-term tax stability
Legal Security
Federal law protection under US jurisdiction
Quick Setup
Faster implementation than offshore alternatives
Success Stories
Real client implementations demonstrating Act 60 optimization strategies
SaaS Company Relocation
TechnologyStructure
Export Services (Chapter 3)
Timeline
75 days from application to approval
Challenge
High-growth SaaS company facing 35% corporate tax rate on $15M annual revenue
Solution
Established Puerto Rico operations under Act 60 export services decree
Results
- Reduced tax rate from 35% to 4%
- Annual savings of $4.6M
- 10-year savings projection: $46M
- Maintained full US market access
Investment Fund Manager
Financial ServicesStructure
Individual Investor (Chapter 2)
Timeline
150 days from start to residency
Challenge
Fund manager with $25M portfolio facing high capital gains taxation
Solution
Obtained individual investor decree and established Puerto Rico residency
Results
- Eliminated capital gains tax (0%)
- First-year savings: $3.2M
- Protected $8M in unrealized gains
- Maintained fund management activities
Medical Device Manufacturing
HealthcareStructure
Manufacturing (Chapter 4)
Timeline
120 days approval + 6 months setup
Challenge
Device manufacturer seeking competitive advantages and tax optimization
Solution
Relocated manufacturing operations to Puerto Rico under Act 60
Results
- Corporate tax rate reduced to 2%
- Additional R&D tax credits
- Annual savings: $2.1M
- Enhanced competitive positioning
Ready to explore your optimization potential?
Start Your AssessmentOur Methodology
Systematic approach to Act 60 optimization ensuring compliance and maximizing benefits
Strategic Assessment
Comprehensive analysis of your business structure, income sources, and tax optimization potential
Key Deliverables
- Qualification analysis report
- Tax impact modeling
- Structure recommendations
- Timeline and cost projections
Structure Design
Design optimal Act 60 structure tailored to your specific business and personal circumstances
Key Deliverables
- Legal entity structuring
- Operational framework design
- Compliance roadmap
- Risk mitigation strategies
Application & Approval
Professional preparation and submission of Act 60 applications with ongoing support
Key Deliverables
- Complete application preparation
- Government liaison support
- Status monitoring and updates
- Approval coordination
Implementation
Full implementation of approved structure with operational setup and compliance systems
Key Deliverables
- Entity establishment
- Banking and financial setup
- Operational procedures
- Compliance monitoring systems
Professional Expertise
Specialized knowledge across all aspects of Act 60 implementation
Tax Law
Deep expertise in Puerto Rico and federal tax regulations
Business Structure
Strategic entity design and operational planning
Compliance
Ongoing monitoring and regulatory adherence
Ready to Optimize Your Tax Strategy?
Complete our strategic assessment to receive a personalized Act 60 analysis and implementation roadmap.
Start Your Tax Optimization Journey
Join successful entrepreneurs and investors who have reduced their tax burden by up to 89% through strategic Act 60 implementation.