Practical Considerations and Recommendations Regarding 2014 Prepayments of Puerto Rico Income Tax on Retirement Benefits, 33 TMWR 1044 (4 August 2014)
Reminder – Retirement Plans in Puerto Rico to be Filed with Hacienda During 2014, 42 Tax Mgmt. Compensation Plan. J. 30 (February 7, 2014)
New Rules on Puerto Rico Taxation of Retirement Income, 41 Tax Mgmt. Compensation Plan. J. 87 (April 5, 2013)
Final Rules on Qualified Retirement Plans in Puerto Rico, 40 Tax Mgmt. Compensation Plan. J. 83 (March 2, 2012)
Highlights of Recent Changes to Rules on Qualified Plans in Puerto Rico, 39 Tax Mgmt. Compensation Plan. J. 91 (May 6, 2011)
Transferring Puerto Rico Participants in a U.S. Qualified Retirement Plan to a Puerto Rico Qualified Plan, The ASPPA Journal, Vol. 41, No. 4, page 24 (Fall 2011).
Federal and Puerto Rico Taxation of Benefits from Puerto Rico Qualified Retirement Plans Received by United States Residents, Journal of Pension Benefits, Journal of Pension Benefits, Vol. 10, Number 2,…