Valerm Law Group assists local and international clients understand and successfully navigate Puerto Rico’s unique and complex legal and tax system. From entrepreneurs to industry leaders, we are able to assist our clients achieve their goals in the most commercial, effective way.
– Marisel Valentín Márquez, Managing Member
We strive to assist clients timely and proactively to meet our client’s changing business and commercial needs.
Our key goal is to build with our clients, their teams, and their service providers long-term and mutually beneficial business relationships.
Lawyers with strong business skills and the ability to comprehend complex issues provide our clients customized and innovate legal solutions.
By being at the forefront of deal-making and corporate activity in Puerto Rico, a wide range of clients - from international business operations to local family-owned businesses - choose Valerm Law Group to advise on the full spectrum of transactions, including buyouts, mergers, controlling and/or minority investments, and joint ventures.
We advise on all aspects of the transaction to ensure that the process is managed effectively. To negotiate documents and close the deal, we will have substantial interaction with counsel for each party involved. We will also work alongside the client, and other professionals advising on specialized areas relevant to the specific transaction, such as bankers, private equity funds, accounting firms, operational/engineers, and IT.
With our specialized expertise in corporate and tax matters, we will advise on the business and tax structuring of the transaction. For specialized industries, we will assist them in integrating the generation and transferring of the tax credits to the business model for the deal.
From start-ups to established local and international commercial operations, clients rely on Valerm Law Group to represent them at every stage of business planning and development. With an ever-changing business climate, businesses need corporate advice both practical and proactive that can assist in their day-to-day operations or advancing to the next stage of their business evolution.
To meet these objectives, we provide our clients practical counsel in company formation and customized organization documents; evolving trends and best practices for corporate governance, including review and updating of organization documents in accordance with current business objectives; and negotiating, drafting and reviewing contracts and legal documents tailored to specific needs, among others.
For privately-owned businesses, we provide customized solutions in creating their business succession plan and long-term wealth preservation.
Entrepreneurs and Start-Ups
Entrepreneurs face many barriers in bringing their ideas to fruition and ongoing challenges in growing and protecting that enterprise. We partner with entrepreneurs to facilitate startup or expansion, and offer comprehensive counsel in all facets of entrepreneurial law to pave the road for lasting success.
Businesses & Commercial Operations
We advise multinational corporations, start-ups, large privately-owned businesses, and exempt organizations on the vast array and unique tax issues from business and commercial operations in Puerto Rico. Our goal is to provide our clients innovative and value-added tax solutions, while solving tax issues arising from their transactions, controversies/audits and general business operations.
We work closely with our clients to seek greater efficiency in tax planning, ensuring compliance with ever-changing tax laws, and coordinate tax decisions with our client’s overall business plan.
Individuals
Successful individuals require special consideration of the tax implications of both their personal transactions and investments, and their business and commercial operations. Without planning, a successful individual faces the prospect of losing up to one-half of its wealth to taxation when it passes to the next generation. We guide our clients through the tax, legal and business issues that can impact their assets.
Tax Incentives
We provide an integrated approach to structuring business operations who could benefit from tax incentives provided in Puerto Rico. Manufacturing, hospitality and tourism activities, export services, financial services, film and creative industries, agriculture, and Opportunity Zones are among the commercial activities conferred preferential tax status under The Puerto Rico Tax Incentives Code.
For local start-ups and ongoing businesses, we assist in identifying from their current commercial activities tax incentivized activities, and develop customized business structures to ensure the tax benefits are maximized. We proactively assist our client’s growth and expansion by identifying tax incentivized potential commercial activities.
For international clients, we will guide them in relocating their business operations to Puerto Rico or integrating the Puerto Rico operations to their transnational operations by providing our highly specialized expertise in corporate and tax matters.
We also assist foreign individual investors who interest relocating to Puerto Rico and benefiting from the preferential tax status conferred upon relocation.
Tax Credits
Specialized industries such as manufacturing, hospitality and tourism, creative industries, and Opportunity Zones, alongside the tax preferential status conferred, are further incentivized by the generation of tax credits under The Puerto Rico Tax Incentives Code. Our specialized knowledge of tax credit process, from the integration of the tax credit to the financing structure, efficiently managing the required filings, and monetizing the credits, allows Valerm Law Group to provide a business-oriented approach to the process.
Address
Midtown Building
420 Ponce de León Ave
Suite 201
San Juan, Puerto Rico 00918
information@valermlawgroup.com
Telephone
787-705-4416
