This is very well thought out advice. That said you do need to be focused on the right areas of tax code, and understand that some things can be changed later and some things cannot (at least, not easily or without significant expense).
For example, I relocated to Puerto Rico several years ago and am taking advantage of a 50% transferrable R&D tax credit. Because it's transferrable I can sell the tax credit to people that have a tax liability even if I don't.
After fees, this means I get roughly 40% cash back on my R&D expense. This is a big deal to me and my company.
If you don't do your home work you can potentially miss out on some great opportunities. That said, you do still need to build a good business, or the best tax structure in the world won't save you.
For example, I relocated to Puerto Rico several years ago and am taking advantage of a 50% transferrable R&D tax credit. Because it's transferrable I can sell the tax credit to people that have a tax liability even if I don't.
After fees, this means I get roughly 40% cash back on my R&D expense. This is a big deal to me and my company.
If you don't do your home work you can potentially miss out on some great opportunities. That said, you do still need to build a good business, or the best tax structure in the world won't save you.