Can I introduce you to Josh? He was running a thriving marketing consulting agency based in NYC, bringing in around $425,000 a year.
But here’s the thing—he was paying almost 30% of that in taxes. Between a 21% federal tax rate and a 6.5% state tax rate, Josh was shelling out about $120,000 in taxes alone every year. It was exhausting, and honestly, he was just feeling stuck.
One day, Josh gave me a call. He sounded worn out, saying, “I feel like I’m working just to pay taxes.” And I could really hear the frustration in his voice.
It’s the same feeling so many business owners go through—working hard, growing their businesses, but feeling like they’re not getting ahead because taxes take such a big chunk.
We chatted about his business, his goals, and what he wanted his future to look like. That’s when I brought up Puerto Rico’s Act 60 and how it could be the solution he was looking for.
Once Josh heard that Act 60 could lower his tax rate to just 4%, with no federal or state income tax, he had to pause for a moment. I could practically hear the relief coming through the phone. It just made sense.
So, after we discussed the option more at length, he decided to make the move to Puerto Rico. And now? Instead of paying $120,000 a year in taxes, Josh is paying just $17,000! That’s over $100,000 staying in his business, helping him grow it further—and giving him the freedom to enjoy his life more.
Josh’s story is so relatable because it’s something so many people face—working hard but feeling weighed down by taxes. But there is another way.
If Josh’s story resonates with you, and you’re tired of seeing so much of your hard-earned money go to taxes, let’s talk. I’d love to help you figure out if Act 60 could be the opportunity you’ve been looking for!