Speaker: René J. Avilés, Esq., Capital Member, Ferraiuoli, LLC
Experience Level for Attendees: All
Target Audience: TPAs, trustees, custodians, recordkeepers
Description: Maneuvering through the tax codes of both Puerto Rico and the US to properly administer a Puerto Rican tax-qualified plan can be costly if not done correctly. This webcast will provide a review of the various rules and regulations that apply for Puerto Rican tax-qualified plans! You will learn what rules apply to plans that cover Puerto Rican employees, their tax implications, and how to navigate Puerto Rican laws -- including recent PR tax law changes and prospective changes.
Recorded webcasts are available for one year after their live air date.