Tax Impact for Americans Investing in Portugal
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Let's mitigate your tax impact before you make an investment.
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PFIC taxation
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QEF Elections
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Tax Residency
Tax Impact for Americans Investing in Portugal
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Let's mitigate your tax impact before you make an investment.
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PFIC Taxation
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QEF Election
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Tax Residency
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Taxation using US cash on hand to invest in Portugal Golden Visa Fund Investments
Taxation using US cash on hand to invest in Portugal Golden Visa Fund Investments
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Taxation using US IRA capital to invest in Portugal Golden Visa Fund Investments
RISK: $630,000 in US Taxation
if the IRS discovers a prohibited transaction using IRA capital
Taxation using US IRA capital to invest in Portugal Golden Visa Fund Investments
RISK: $630,000 in US Taxation
if the IRS discovers a prohibited transaction using IRA capital
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Taxation using US IRA capital to invest in Portugal Golden Visa Fund Investments via a Portuguese LDA structure
RISK: estimated $130,000 in PT Taxation using a PT business entity
RISK: $630,000 in US Taxation
if the IRS discovers a prohibited transaction using IRA capital
Taxation using US IRA capital to invest in Portugal Golden Visa Fund Investments via a Portuguese LDA structure
RISK: estimated $130,000 in PT Taxation using a PT business entity
RISK: $630,000 in US Taxation
if the IRS discovers a prohibited transaction using IRA capital
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A Clear Path Forward
A Clear Path Forward
Skip the confusion and head to the front of the pack with Golden Visa Direct's insider insights, top tier teammates, and designer deal details. We've navigated the way forward for you with tax-friendly terms and high speed off-ramps.
We'll listen to your needs and wishes and explain your options in plain English. Your path to Portuguese residency and 8 year path to Portuguese citizenship and full EU access can start today.
How we can
work together
How we can
work together
work together
With Golden Visa Direct, clients are guided to understand second citizenship through residency by investment programs. We simplify the process, eliminating the need for complex procedures and undue risks, empowering you and your family to smooth acquisition of the right to live, work, study, conduct business, and receive care in any EU country.
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Dream It: 30 mins
Dipping your toe in these waters and looking for some strategic advice?
Maybe you want unfettered access to Portugal and the European Union for retirement, pleasure, or just plain fun. Maybe you are imagining digital nomad life. Maybe you crave unfettered access to more of the world. Whatever it is, we can help you to realize it.
Maybe you want unfettered access to Portugal and the European Union for retirement, pleasure, or just plain fun. Maybe you are imagining digital nomad life. Maybe you crave unfettered access to more of the world. Whatever it is, we can help you to realize it.
Book a 30 minute consultation and bring your top 2-3 questions.
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Build It: 60 mins
Put some scaffolding around your ideas during our 60 minute consultation.
Confirm concrete next steps, validate your plans and ideas, clear the fog from your path ahead, and build a plan to move forward. Avoid jumping through hoops, skip websites with half-information; let's talk about real action.
Confirm concrete next steps, validate your plans and ideas, clear the fog from your path ahead, and build a plan to move forward. Avoid jumping through hoops, skip websites with half-information; let's talk about real action.
Bring questions and vision, we'll bring answers and introductions to get you to next steps.
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Launch It: 60 days
Launch It: 60 days
Ready to move forward? Let's get you across the finish line in medal position. A soup-to-nuts solution, offering:
- Full diligence of up to 5 Portuguese Funds
- Advocacy in the areas of regulatory and tax impact.
- Fund fee concessions.
- Introductions to a suite of service providers for legal, banking, Fx, and estate planning, as needed.
Ongoing strategic support.
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Global investors deserve the luxury of access and generational geopolitical peace of mind.
To get there, make
strategic investments
with complete confidence
from the comfort of home.
To get there, make
strategic investments
with complete confidence
from the comfort of home.
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1317 Edgewater Drive
Suite 3284
Orlando, FL 32804
Suite 3284
Orlando, FL 32804
Amy Short, Principal
This can be easy. You can have support for your needs
This can be easy. You can have support for your needs
Whether you prefer personal support, guidance for your family, or would like me to work with your advisors — I’m here to help.