Advisors

How Imperium Helps You Maximize Your Act 60 Benefits in Puerto Rico

Author

Joel Ortega is a tax advisor and compliance strategist specializing in Puerto Rico’s tax incentive programs and corporate structuring. A graduate of the University of Puerto Rico with a Bachelor’s in Accounting, he previously held roles at top accounting firms before co-founding Imperium Management Group. At Imperium, he leads the firm’s tax strategy and client advisory services, working closely with high-net-worth individuals and businesses navigating Act 60 and other complex financial frameworks.

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How Imperium Helps You Maximize Your Act 60 Benefits in Puerto Rico
How Imperium Helps You Maximize Your Act 60 Benefits in Puerto Rico

Advisors

Topic

Learn how Imperium Management Group delivers expert, personalized guidance to help you fully leverage Puerto Rico’s Act 60 tax incentives and stay compliant year-round.

Introduction

Choosing to take advantage of Puerto Rico’s Act 60 tax incentives is a significant financial and lifestyle decision. Whether you're relocating as an investor or building a service-based business, success depends on proper structuring, ongoing compliance, and trusted guidance.

At Imperium Management Group, we offer a fully integrated approach to Act 60—combining legal, tax, accounting, and operational support—to help you maximize your savings and minimize risk.

Expertise That’s Laser-Focused on Act 60

Act 60 is our core specialty. Every member of our team is trained in:

  • Chapter 2 (Individual Investor) and Chapter 3 (Export Services) planning
  • Puerto Rico sourcing rules and U.S. tax coordination
  • Residency tests, decree requirements, and audit preparation
  • Filing with DDEC, Hacienda, and municipal governments

We don’t generalize—we specialize.

 Personalized, Year-Round Support

We treat each client like a long-term partner. Our services include:

  • Dedicated account managers who understand your full financial picture
  • Timely reminders for charitable donations, property deadlines, and annual filings
  • Ongoing strategy reviews based on changes to your business or income
  • Full transparency and real-time updates on every compliance item

💡 We help clients stay ahead of obligations—so they never fall behind.

Integrated Solutions from Start to Finish

We offer everything you need under one roof:

  • Entity formation, decree filing, and DDEC coordination
  • Bookkeeping, accounting, and financial statement preparation
  • Assistance with charitable donations and documentation
  • Real estate guidance to meet property ownership requirements
  • Virtual office services through Bee House LLC in Dorado

🏢 Our Dorado address can help clients qualify for an additional 50% municipal tax exemption under Ordinance 47.

Strategic Guidance for Complex Scenarios

We’re especially equipped to assist high-net-worth clients, crypto investors, and fund managers who:

  • Need help documenting bona fide residency
  • Want to restructure income to qualify as Puerto Rico–sourced
  • Are late on filings or at risk of losing their decree
  • Seek to build long-term wealth strategies across jurisdictions

🔍 We go beyond compliance—we create long-term financial efficiency.

Deep Local Connections

Because we are based in Puerto Rico, we maintain direct relationships with:

  • DDEC officials and municipal offices
  • Local attorneys, CPAs, banks, and relocation specialists
  • Real estate agents and permitting experts
  • Nonprofits certified by the Puerto Rico Treasury

🔐 Our network allows us to solve issues quickly and efficiently.

Don’t Just Meet the Requirements—Maximize Them

We believe Act 60 isn’t just a tax benefit—it’s a long-term strategy. With the right planning, you can protect your wealth, build your business, and enjoy the full lifestyle and tax advantages that Puerto Rico offers.

📞 Let’s Get to Work

Whether you’re just exploring Act 60 or already have a decree in place, Imperium Management Group can help you stay fully compliant—and unlock the full potential of Puerto Rico’s tax incentive system.

👉 Schedule your consultation today.