Portugal Taxes for Expats

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USA

Tuesday, June 4th

12:00 PM CST

USA

Tuesday, June 4th

6:00 PM UTC

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If you have any questions prior to the webinar, please reach out to info@greenoceanglobal.net
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Presenter: John McNertney CFP® GFP (USA)

Chief Executive Officer at Green Ocean Global Advisors. Read More

John is an intensely creative professional who is passionate about helping others lead rewarding lives off the beaten track. He is both highly experienced, but also energetic in the application of modern financial planning principles in the service of his clientele.

John started Green Ocean Global in 2022. Previously, John worked for Merrill Lynch, TD Ameritrade, and at a few independent planning firms in the bay area. He has over 16 years of experience, as of 2023 and as of this moment, feels he "is just getting started."

Although a California native, John earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French. He also holds a CFP (Certified Financial Planner®) and GFP (Global Financial Planner) designations.

Currently, John is co-located in Lisbon, Portugal, and San Francisco CA. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.

Presenter: Michael Averbukh MD. MHA.

Chief Executive Officer & Managing Partner at Serenity. Read More

Michael has over 25 years of experience as a senior Healthcare leader with a successful track record in the Hospital and Healthcare industry. He has a unique ability of combining vast clinical experience with managerial expertise. He is skilled in Strategic Planning, Operational Management and Organizational Development. Michael is a strong business development professional as he graduated from the Hebrew University in Jerusalem ( MD ) and Ben-Gurion University of the Negev ( MHA ).

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Description

In this webinar, Green Ocean Global Advisors, LLC Managing Partner John McNertney, CFP® will review the critical tax considerations and financial planning strategies for expats living in Portugal.

Some of the relevant issues that will be addressed include:​
  • We'll provide an overview of Portugal's tax landscape and outline the unique financial planning strategies that can optimize tax benefits for expatriates.
  • This is important because understanding the specific fiscal responsibilities and opportunities in Portugal can significantly impact the financial well-being of expats, affecting everything from retirement planning to daily expenses.
  • Review some of the most popular social media myths and fact check them. Truth or Fiction?
  • Case study on a client who delayed tax planning found themselves subject to higher tax brackets and missed opportunities for tax relief. This emphasizes the need for timely advice and action.
  • A quick review of the Non-Habitual Resident (NHR) tax regime? This session will delve into who still qualifies (you might be surprised!) for the NHR and the advantages it offers.
  • We will also discuss the potential impact of recent tax treaty changes with other countries on expats in Portugal, ensuring you are up-to-date with the latest information.

We hope you can join us!

Frequently Asked Questions
  • Can I ask questions?
    Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
  • Do I need to be a client of Green Ocean Global to attend?
    Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
  • What if I register but can’t make it?
    It’s all good. We will record the webinar and send the recording link.
  • Can I invite a friend?
    Certainly. Just give them this website address and ask them to register.
We hope you can join us! Registrants will be notified once the recording is available. You can find all our past webinars here.