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Fortify Your Estate Plan: The Ultimate Act 60 Defense

In an era of heightened IRS and Hacienda scrutiny, a passive approach to estate planning is a liability. Act 60 Shield provides the authoritative defense your legacy deserves, helping you build a bulletproof wealth transfer strategy that withstands regulatory pressure.

Fortify Your Estate Plan: The Ultimate Act 60 Defense

The New Era of Enforcement: IRS Campaign 685 and Your Estate

Building an Audit-Ready Trust and Wealth Transfer Strategy

Protecting Your Generational Wealth from Regulatory Overreach

Frequently Asked Questions

How does Act 60 Shield help with IRS Campaign 685?

Our platform is specifically designed to address the areas of scrutiny highlighted by IRS Campaign 685. We help you fortify your bona fide residency file and ensure your financial structures are compliant, reducing the risk of an audit and preparing you to defend your position if one occurs.

Is this service a guarantee against an audit?

No service can guarantee you won't be audited. However, Act 60 Shield is designed to help you build a robust and defensible compliance position, which may reduce the likelihood of an audit and will prepare you to navigate one successfully if it happens.

What is the most common estate planning mistake for Act 60 holders?

One of the most common and costly mistakes is failing to properly establish and document bona fide residency in Puerto Rico. This can invalidate your Act 60 status and expose your estate to U.S. federal estate taxes. Our service places a heavy emphasis on strengthening your residency file.

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Comprehensive review + audit preparation package. Know exactly where you stand before the IRS comes knocking.

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Related Topics

act 60 gift tax rulesact 60 foreign trust reportingact 60 bona fide residency testact 60 exit strategy tax planningact 60 s corp tax treatment

This content is for informational purposes only and does not constitute tax, legal, or accounting advice.