Tips on how entrepreneurs and investors can financially plan to manage the new tax burden
Summary
Lula’s government proposed to tax dividends beyond R $ 50,000 per month with a progressive rate of 10%, with the aim of compensating for the exemption of IR for the rent up to $ 5,000. The current tax reform, scheduled for 2026, will also bring significant changes, such as the creation of VAT.
It is more imposed. Lula’s recent proposal to tax the dividends of over $ 50,000 per month with a progressive rate that can reach 10% has generated concerns among high -income shareholders and investors, including foreigners. This measure aims to compensate for the loss of collection deriving from the exemption of income tax for those who earn up to $ 5,000 per month. However, given the already high tax burden in Brazil, it is essential that citizens are ready to manage these changes.
The new rule will mainly affect those who receive dividends from the same company above the proposed limit, which includes investors with significant shares in companies or those who have their own high dividends companies. However, investors who receive dividends from various sources, provided that none of them exceed the monthly limit, will not be interested.
To prepare for this further tax burden, citizens must adopt effective tax planning strategies. This includes the review of its investment structures and the consideration of the diversification of the portfolio to minimize the impact of the dividends of a single dividend source. In addition, it is important to be aware of the changes in tax legislation, since the tax reform in progress in Brazil promises to simplify the system, but it can also bring new complexities.
The largest tax reform, which includes the creation of value added tax (VAT), is also underway and should be implemented by 2026. This modification aims to unify the taxes on consumption and align Brazil with international practices, but can involve one of the highest rates in the world, which increases pressure on the economy and consumers.
Given this scenario, it is essential for citizens to seek expert advice to optimize their tax strategies. This may entail the choice of the most appropriate tax regime for companies, the use of available tax incentives and the renovation of companies to minimize tax burden. In addition, keeping updated on changes to legislation and participation in tax education can avoid errors that translate into fines and allow to better exploit the opportunities for tax economy.
Although the proposal for tax dividends may seem an isolated measure, it is part of a wider context of the tax reforms in Brazil. To deal with these changes, citizens must adopt a proactive approach to tax planning, always seek compliance with current legislation and exploring all the legal opportunities to minimize the tax burden.
Watch the video with the advice of César Queiroz, founder of Queiroz Investmentos and Participaçang (Qip) and expert on the tax market.
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