San Juan, Puerto Rico
| Managing Shareholder | |
| phone | (787) 759-4123 (787)759-8000 (Ext. 2402) |
| fax | (787) 474-2402 |
| Email Me | |
| vCard | ![]() |
Roberto Montalvo-Carbia is the Firm's Managing Shareholder. Since his incorporation to the law firm after having obtained his LMM tax degree from New York University in 1973, he has concentrated his practice in the area of taxes. Mr. Montalvo was the director of the law firm's Tax Law Department until 1998. Mr. Montalvo has been involved in major tax issues, both at the administrative level as well as in local and federal courts. He has represented major oil refineries and fuel distributors in complicated property, excise and municipal license tax issues. He has also represented companies before the Department of Consumer Affairs. In his practice he has been instrumental in lobbying efforts with government agencies and with the legislative branch directed to the approval of tax exempt legislation and the approval or repeal of excise, income and other tax legislation. In doing so, he has participated in drafting legislation with trade associations' representatives and has rendered testimony before the Legislature at public hearings on behalf of clients and on his own behalf as an expert in taxes.
- Bar Admissions:
- Puerto Rico, 1973
- U.S. District Court District of Puerto Rico, 1973
- Education:
- New York University School of Law, New York, New York,
1973
LL.M.
Major: Tax - University of Puerto Rico Law School, San Juan, Puerto Rico,
1972
LL.B. - University of Puerto Rico, San Juan, Puerto Rico,
1969
B.A.
- Representative Cases:
- Xerox Corporation vs. Secretary of the Treasury, 115 DPR 668 (Puerto Rico Supreme Court 1994)
- Classes/Seminars Taught:
- Corporation Law, InterAmerican University, 1979
- P.R. Taxes, World Trade Association, 1982
- Professional Associations and Memberships:
- Puerto Rico Bar Association, 1973 - Present
- American Bar Association, 1973 - Present
- Pro Bono Activities:
- Legal Counsel to Puerto Rico Products Association, 2002 - Present
- Member, Boards of Directors PR Public Building Auth.; PR Economic Dev. Bank, 2001 - Present
- Ancillary Businesses:
- Lobbying
- Languages:
- Spanish
- English
- Fraternities/Sororities:
- Phi Eta Mu













