We Don’t Just Advise on Act 60 — We Live It.
Our founder is an Act 60 resident of Puerto Rico. We understand the benefits, the challenges, and the fine print because we’ve navigated it ourselves.
The Insider Advantage
Act 60 isn’t theory for us — it’s part of our daily life.
We’ve been through the process, experienced the benefits, and developed systems to help protect them. That first-hand knowledge informs the strategies we share with our clients.
While others may speak in hypotheticals, we offer guidance rooted in real-world application — because we’ve been where you are now.
Why We Exist
Because you deserve more than “good enough.”
Too many talented entrepreneurs and investors miss aspects of Act 60’s potential due to overlooked details. We started Act60Tax to provide a more comprehensive, thoughtful approach.
Our mission is straightforward:
-
Support the integrity of your decree
-
Strengthen your compliance approach
-
Help you make the most of the opportunities Puerto Rico provides
“Real-world guidance, refined for your unique journey.”
White-Glove Wealth Management.
Tax Strategy Included.
Jason Potts
Founder & CEO
Jason Potts is an advisor and consultant to high net worth families and directs the operations at Lifetime Tax Advisors, Inc.
Nate Roberts
Firm Partner, Compliance
Nate Roberts is an advisor and consultant to businesses and individuals. He oversees the operations of Lifetime Tax Advisors, Inc.
Trace Johannesen
Chief Operations Officer
Trace Johannesen is Chief Operating Officer at Lifetime Cos. Previously, he was a Senior Enterprise Client Partner at Toptal.
Fernando Ayala
Lawyer, Tax Management
Fernando Ayala is a seasoned international tax analyst currently undertaking a managing role in our Tax Division.
Leslie DeShields
Senior Tax Manager
Leslie has over 15 years of experience in tax and strategic business consulting, Leslie is passionate about helping entrepreneurs achieve their business goals.
Chirag Shah
Executive Assistant
Chirag Shah has extensive experience in operational efficiency, cross-functional coordination, and executive-level support. He is passionate about streamlining workflows, managing priorities, and enabling leadership teams to achieve peak performance.
Shital Sonavane
Accountant
Shital is a U.S.-based accountant with a Master’s in Commerce and over four years of experience in financial reporting, budgeting, and regulatory compliance. She is passionate about delivering precise, insightful financial services that drive long-term business growth.
Mandy Schunemann
Accountant
Mandy offers a wide range of skills and knowledge, both as an accountant and as a notary for the State of Texas.
Sydney Nash
Executive Assistant
Sydney is pivotal as the Executive Assistant and the trusted right hand to our CEO, Jason Potts, within the Lifetime Family of Companies. Her journey to this position is enriched by a global upbringing that saw her traversing international landscapes during her formative years. Armed with a degree from the esteemed University of St. Thomas, Sydney graces the operations team of the Lifetime family of companies with a distinctive perspective molded by her diverse international experience.
Katie Chury
Director of First Impressions
Katie Chury is the Director of First Impressions, bringing a strong background in legal administration and executive support.
What Set Us Apart
When you choose us, you’re working with a team that’s deeply invested — in Puerto Rico, in Act 60, and in your success.
We don’t take shortcuts, and we don’t cut corners.
We treat your application as if it were our own — because once upon a time, it was.