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Jorie Roberts is the founder of Marjorie Roberts, PC, a firm composed of attorneys who specialize in tax, corporate/securities, and business law, and work with the economic incentive programs in Puerto Rico and the U.S. Virgin Islands. She has a vast knowledge of tax law and holds law degrees from Harvard University, Cambridge University, and New York University.

During the episode, Jorie explains two tax laws, known as Act 20, the Export Services Act, and Act 22, the Individual Investors Act, which shields new residents of Puerto Rico from paying most federal income. And since these laws apply to the residents of Puerto Rico, Jorie discusses the process and requirements in applying for residency. Also, she gives comprehensive examples on what is eligible for tax exemptions.

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Where we are:

Jorie - U.S. Virgin Islands

Sam - Denver Colorado

Michael - Bangkok

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Links:

Jorie\\u2019s Firm - MARJORIE ROBERTS, P.C. - Attorneys at Law

Michael\\u2019s publication - CEF Insider

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Time Stamps:

04:01 \\u2013 Acts 20 and 22: What they are and who they\\u2019re for?

05:59 \\u2013 Applying for residency in Puerto Rico

10:15 \\u2013 Is owning Real Properties required?

11:45 \\u2013 How can expats benefit from the tax exemptions?

13:52 \\u2013 Income tax structure using Act 22

16:29 \\u2013 Are Interests and Dividends taxed?

19:44 \\u2013 Examples of income structures and its tax exemptions

29:25 \\u2013 What is eligible for tax exemption?

32:12 \\u2013 Application process for both Acts

36:02 \\u2013 Recommendations on how to start

45:32 \\u2013 Tax in the US vs. other countries

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Copyright 2017. All rights reserved. Read our\\xa0disclaimer here.

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