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Puerto Rico Planning Opportunities


Wednesday, May 22, 2019 from 12:30 PM to 2:00 PM (EDT)

Puerto Rico Planning Opportunities

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Event for Professional Advisors


Join Wealth Preservation & Life Insurance Strategist
Richard Hartmann for an insightful discussion with top
Puerto Rican Attorneys & Counselors at Law on
Puerto Rico Planning Opportunities


Puerto Rico presents unique opportunities and tax incentives for businesses under Acts 20 & 22 and with qualified opportunity zones. Discover how these opportunities can be integrated into your clients planning objectives, including what businesses are most suitable for ties in this U.S. territory, the tax benefits, legal tools and laws. Successful case studies will also be explored.



Janira Beltrán, Esq. LLM | Pellot-González Attorneys & Counselors at Law

Marisel Valentín-Márquez, CPA, Esq. LLM | Pellot-González Attorneys & Counselors at Law



Richard Hartmann, JD, CLU, CHFC, TEP | AUCTORIS - Architects of Wealth Preservation Strategies


Have questions about Puerto Rico Planning Opportunities? Contact AUCTORIS

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When & Where

JW Marriott Marquis Miami
255 Biscayne Boulevard
MIami, Florida 33131

Wednesday, May 22, 2019 from 12:30 PM to 2:00 PM (EDT)

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AUCTORIS has been assisting families and business owners globally to preserve and protect their wealth and business assets for future generations for over 40 years. As architects of wealth preservation, it has been our life's work to help you identify and successfully transfer your "true wealth" to your heirs and assist in preparing your heirs for what they will receive. We view our role as educating successful people on how they can use their wealth to perpetuate what is important to them. 

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