Thu, February 21, 2019 7:00 PM – 9:00 PM  Universidad San Pablo CEU – Calle Julián Romea, 23 28003 Madrid  (Fac. Económicas y Empresariales)

Investing as an American Abroad: What You Need to Know Now to Grow Your Savings and Avoid Conflicts with the IRS: Why you must be aware of PFICs (US-based mutual funds can be a major problem!) Manage currency risk in your investment portfolio. Tax optimization, compliance requirements, how to navigate the complexity that prevents you from investing effectively as an American Abroad. Be aware of how your US retirement accounts will be tax abroad. Be aware of the basics of cross-border probate for American abroad. Learn of efficient, effective and fully compliant alternative for investment as an American Abroad.

Presenters: David Kuenzi (Thun Financial Advisors, Madison WI) & James Levy (Clearwater Private Investment, Luxemburg)

Catering by COSTCO

Free. Registration required: https://bit.ly/2Q3n1Fh

American Club of Madrid “Need to Know seminars”:

Feb. 6^th – Modelo 720 & FATCA, How it affects expats. Future Years returns. https://bit.ly/2Ebfaio

Feb. 21^st – Investments for US Citizens: Where, when and how. PFICs & Form 8621- https://bit.ly/2Q3n1Fh

Feb. 28^th – Fiscal obligations: IRPF & 720; 1040 &FBAR New Tax Code: “Tax Cuts and Job Act” – https://bit.ly/2P4lwB7

May. 23^th – Transmissions: Inheritances and Gift Tax in Spain and the U.S.A. Fiscal and civil aspects. https://bit.ly/2QIzHAP

Jun. 20^th – PYMES vs Autonomos (self-employed) How to set up a SL in Spain. Obligations and forms with the AEAT & SS. https://bit.ly/2SyjQlz

Other locations:

Seville Feb 7 ^th – Fiscal obligations: IRPF & 720; 1040 &FBAR New Tax Code: “Tax Cuts and Job Act” SEVILLA https://bit.ly/2RBgv8x

Málaga Feb 14 ^th – Fiscal obligations: IRPF & 720; 1040 &FBAR New Tax Code: “Tax Cuts and Job Act” MALAGA https://bit.ly/2LU7t11