The “One Big Beautiful Bill” - What It Means for Americans in Portugal
In this webinar, John McNertney, CFP®, Managing Partner at Green Ocean Global Advisors, LLC will review the most important provisions of “The Big Beautiful Bill” and how it affects Americans in Portugal.
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 most important provisions of “The Big Beautiful Bill” and how it affects Americans in Portugal.
Some of the relevant issues that will be addressed include:
- The impact of making the Trump-Era Tax Cuts permanent, such as the continued Qualified Business Income (QBI) deduction and the cap on mortgage interest deductions
- Revisions to State and Local Tax (SALT) deductions
- The provision reducing tax on Social Security benefits
- Introduction of a Remittance Tax: a 1% levy on cross-border cash transfers, affecting both U.S. citizens and immigrants who send money overseas
- The indefinite extension of the current Estate Tax exemption limit
- The potential for retaliatory international tax measures
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.