We are a Consulting Firm dedicated to assist clients maximize return on investment and efficiency with tax, financing and financial planning. Our purpose is to provide our clients customized information about tax incentives, financing opportunities, grants, and comparatives costs, per category and or geographic area.
We put your efforts by your side providing you the information you need to make better choices and assisting you in implementing an effective plan for your financial goals.
– State Government
• Acts 60, 20, 22, 73, etc.
– Municipal Government
• 78 Municipalities
– Federal Government
• Federal Incentives
• Financing Opportunities
– Banco Gubernamental de Fomento
– Banco de Desarrollo Económico
– Federal Loans
• SBA, Others
Banks and Cooperatives
• Grants
State, Municipal, Federal
• Comparative data between municipalities
– Miles
– Gas and Transportation costs
– Taxes
• Volume of business
• Property Tax
– Real
– Personal
Construction tax
• Savings = Efficiency = increase returns and solidity.
– Government
• Help accomplish their social-economic development work.
– Municipality
• Help accomplish their social-economic development work.
– Federal
Help accomplish their social-economic development work.
• Activities (Services)
– Business Developers
– Type of business analysis
– Business and Owners financial and tax planning
– Tax Incentives and opportunity zones advice
– Tax incentives decrees
– Government and Private special financing opportunities
– Securities investments and Estate tax advice
– Financial outsourcing
– Audits and Accounting
– Permits solicitations
– Corporate and tax law assessment
– Due Diligence
Fernando Rivera combines his experience and knowledge as a CPA and as a Financial Professional to assist local and international investors, businesses, and business owners to make better financial decisions. He assists clients in designing and implementing a strategic plan to gain efficiency to maximize investment returns. This includes identifying cost-efficient ways of doing business, tax incentives, and special financing alternatives (government and private). Also, to develop, protect and increase wealth with financial strategies.
CPA Fernando Rivera has more than twenty years of experience in the tax, accounting, auditing and consulting profession. It includes Founding his own Company in 2001; Staff, Senior and Supervisor in Public Accounting Firms; and Comptroller and Payroll Manager in private Companies. CPA Fernando Rivera is member of the Puerto Rico Society of Certified Public Accountants and his Financial Committee, the Financial Planning and Securities Industry Committee, and has been member of the American Institute of Certified Public Accountants (AICPA), and Chartered Global Management Accountants.
CPA Fernando Rivera is also a Licensed Financial Professional. Having passed the Securities Investment FINRA series 6 exam, and the following three Puerto Rico Insurance License exams: Life, Variable, and Disability. As a Financial Professional Mr. Fernando Rivera assists businesses, business owners and individuals to meet their financial plans and objectives, by recommending different financial strategies for different financial objectives, such as retirement planning, accumulation, income replacement, assets protection. buy and sell agreements, key man, and related tax benefits.
Visit our web site at www.mybusinessbid.com
