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Some of the relevant issues that were addressed include:
Recent Policy Proposals & Their Impact
- Updates on Portuguese tax policies affecting expats, including potential changes to the Non-Habitual Resident (NHR) regime
- How proposed U.S. tax policies may impact expats living in Portugal
2025 Tax Planning Strategies for Expats
- Understanding Portugal’s progressive income tax rates and planning accordingly
- Navigating the expiration of the NHR program and alternative tax strategies
- Capital gains taxation in Portugal vs. the U.S. and how to avoid double taxation
- U.S. tax planning strategies, including:
- Roth IRA conversions—timing and tax efficiency for expats
- Using the Foreign Earned Income Exclusion (FEIE) and Foreign Tax Credit (FTC) effectively
- How Social Security and retirement distributions are taxed in both countries
Year-End Financial Actions to Take
- Ensuring compliance with Portuguese tax filing deadlines (IRS vs. Portugal’s Finanças)
- Reviewing U.S. FBAR (Foreign Bank Account Report) and FATCA obligations
- Strategies for avoiding underpayment penalties and meeting estimated tax requirements
We hope you enjoy!
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