The HEART Act & the US Exit Tax
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC will review the implications of the HEART Act and Exit Tax for American expats.
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC will review the implications of the HEART Act and Exit Tax for American expats.
Some of the relevant issues that will be addressed include:
- What is the HEART Act, and who does it apply to?
- Who qualifies as a covered expatriate, and what are the implications?
- How could this affect my heirs?
- How is the Exit Tax determined?
- What might I do to plan ahead?
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.