Free Requiredregistration:https://bit.ly/2Q3n1Fh

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.

Upcoming Events:

Feb. 28^th – Fiscal obligations: IRPF & 720; 1040 &FBAR New Tax Code: “Tax Cuts and JobAct” – 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