February21, 2018 19:00 at Universidad CEU San Pablo (Fac. Económicas y Empresariales)c/ Julian Romea, 23 – 28008 Madrid
Presenters: David Kuenzi (Thun Financial Advisors, Madison WI) & James Levy (ClearwaterPrivate Investments, Luxembourg)
Investing as an American Abroad: What You Needto Know Now. Avoid PFICs. Manage currency risk in your investment portfolio. Don’t tax, compliance complexity prevents you from investing. Be aware of how your US retirementaccounts will be tax abroad. Be aware of the basics of cross-border probate for American abroad.
Feb. 28th – Fiscal obligations: IRPF & 720; 1040 &FBAR New Tax Code: “Tax Cuts and JobAct” – https://bit.ly/2P4lwB7
May. 23th – Transmissions: Inheritances and Gift Tax in Spain and the U.S.A. Fiscal and civil aspects. https://bit.ly/2QIzHAP
Jun. 20th – PYMES vs Autonomos (self-employed) How to set up a SL in Spain. Obligations and forms with the AEAT & SS. https://bit.ly/2SyjQlz