ASPPA Webcast: Puerto Rico 401(k) Plans: Do You Know the Rules That Apply?
Available until August 30, 2019
Speaker: René J. Avilés-Garcia, Esq., Capital Member, Ferraiuoli, LLC
Experience Level for Attendees: All
IRS Program Number: CZTXU-Q-00911-18-O
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.
1. Design Puerto Rican retirement plans
2. Help administer tax-qualified plans with Puerto Rican participants
3. Strategize tax qualification under PR Tax Code
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker
René Avilés-García is a Capital Member at Ferraiuoli LLC and heads the Employee Benefits Practice group at the firm. He obtained his bachelors’ degree in accounting Summa Cum Laude at the Pontifical Catholic University of Puerto Rico (1996), and his Juris Doctor at the University of Puerto Rico (2001). He is admitted to practice law before local Puerto Rico courts (2002) and before the Puerto Rico Federal District Court (2003). He is also a Certified Public Accountant in Puerto Rico (1996).
|ASPPA Member: $57.50
||ASPPA Member: $22.50
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