Sierra Norte Advisory, LLC
Act 60 Compliance Support
Ongoing compliance calendars, decree-condition tracking, and documentation readiness for Act 60 decree holders — advisory support, not legal representation.
Who This Serves
Act 60 decree holders face annual and ongoing compliance obligations — residency conditions, business activity requirements, employment thresholds, annual report filings, and documentation standards set by DDEC, OITE, and Hacienda. Without a structured and recurring compliance process, decree holders risk deficiency findings, benefit complications, or administrative issues that can be difficult and costly to resolve after the fact. Sierra Norte Advisory serves decree holders and their advisors who need organized, recurring support to maintain compliance posture across these requirements.
How We Can Help
Sierra Norte Advisory provides ongoing advisory compliance support for Act 60 decree holders — building structured compliance calendars, tracking decree-specific conditions, organizing documentation, supporting annual report readiness, and coordinating with tax preparers and legal counsel as needed. Each engagement is tailored to the client's specific decree conditions and advisor relationships. This is advisory compliance support — not legal decree interpretation, tax legal representation, or a guarantee of DDEC, OITE, or Hacienda acceptance.
What to Expect
- Annual Act 60 compliance calendar covering decree conditions, filing deadlines, and documentation requirements
- Decree-condition tracking matrix mapping each applicable condition to its documentation and deadline requirements
- Documentation request checklist and organization support for annual report readiness
- Deadline and annual report readiness tracker
- Year-end compliance readiness review against tracked conditions and documentation
- Incoming notice triage and coordination advisory for DDEC, OITE, or Hacienda correspondence
Important — Scope and Boundaries
- —No guarantee of Act 60 eligibility, decree approval, continued benefit eligibility, residency compliance, or acceptance by DDEC, OITE, Hacienda, or the IRS.
- —This is advisory compliance support — not legal advice, legal decree interpretation, or legal representation.
- —Act 60 legal questions, decree disputes, and legal eligibility issues are separate services provided by Soto Legal Counsel, LLC.
- —No guarantee of any tax, compliance, government, or administrative outcome.
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Sierra Norte Advisory, LLC
Advisory services require a separate advisory engagement.
Disclaimer: Website use does not create an attorney-client, CPA-client, advisor-client, fiduciary, or confidential professional relationship. Submission of an inquiry does not create representation. No professional relationship is formed, and no work begins, until a conflict review is completed, an engagement is accepted, and written engagement terms are signed by the applicable entity.