Island Time is Real. We Stay Ahead of It.
Puerto Rico is a paradise — but paradise moves at its own rhythm. Families relocating under Act 60 often encounter slow-moving agencies, unexpected delays, and frequent follow-ups.
At Lifetime Tax Advisors, we understand these realities and work proactively to help keep your applications and requirements on track. Our team provides attentive guidance, monitors progress, and manages communications so you can stay focused on what matters most.
Because your time is too valuable to be spent waiting in line.
Our Proven Process: Your Journey, Simplified.
Assessment & Strategy – We evaluate your eligibility and design a bespoke relocation plan.
Tax Planning & Structuring – Our Tax Symphony approach is built to help coordinate your U.S. and Puerto Rico returns while supporting your long-term goals.
Application & Compliance – Our team partners with you to make the filing and documentation process easier.
Relocation Milestones – Residency tests, property requirements, and logistics handled with care.
Entity Setup – We collaborate with you to stay on top of filing and documentation needs.
Optimization & Monitoring – Our team helps ensure your filings and documentation are handled smoothly.
Expertise You Can Trust.
Experience Of A L FETIME.
Behind every successful decree is a team that understands more than just tax codes. We serve as advisors and partners, helping to coordinate, guide, and support your lifestyle in Puerto Rico. Our team brings decades of combined experience in:
Align your U.S. and Puerto Rico filings with confidence.
Business operations and entity structuring
Tax Planning & Structuring
Compliance Management
Wealth and Estate Advisory/Planning
The 183 Report™
Beyond Act 60: Comprehensive Tax & Family Office Services
For many families, Act 60 is an entry point into a broader financial journey — but it’s only the beginning. At Lifetime Tax Advisors, we take on the role of a concierge-style partner, coordinating services that touch every part of your family’s tax and compliance needs:
Tax Strategy & Compliance
Act 60 Planning & Ongoing Filings
Estate & Legacy Considerations
Philanthropy & Family Governance
Lifestyle & Relocation Support
Our mission is to help families navigate complexity, reduce risk, and preserve their legacies — across borders and across generations.
Live Where You Love.
Keep More of What You Earn.
100% exemption on dividends, interest, and post-residency capital gains, plus low fixed corporate rates and significant local tax exemptions.
You must meet the IRS presence, tax home, and closer-connection tests. We handle every detail so you stay compliant.
Decrees are granted for 15 years, renewable for an additional 15, and valid through 2035.
Yes, $10K annually, with at least 50% supporting child-poverty charities in Puerto Rico. We ensure compliance is seamless.
Don’t wait until it’s too late. Act 60 benefits are time-sensitive. Every month you delay could cost you. We limit new client onboarding each quarter to ensure quality service.