{"id":6889,"date":"2019-01-28T20:41:41","date_gmt":"2019-01-28T20:41:41","guid":{"rendered":"http:\/\/13.40.31.108\/?p=6889"},"modified":"2019-01-28T21:10:35","modified_gmt":"2019-01-28T21:10:35","slug":"acm-need-to-know-seminar-investing-as-american-abroad","status":"publish","type":"post","link":"https:\/\/ustaxconsultants.es\/es\/acm-need-to-know-seminar-investing-as-american-abroad\/","title":{"rendered":"\u201cACM Need to Know Seminar\u201d: Investing as American Abroad"},"content":{"rendered":"<p><strong>Thu, February 21, 2019<\/strong> 7:00 PM \u2013 9:00 PM\u00a0 Universidad San Pablo CEU &#8211; Calle Juli\u00e1n Romea, 23 28003 Madrid\u00a0 (Fac. Econ\u00f3micas y Empresariales)<\/p>\n<p>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.<\/p>\n<p>Presenters: David Kuenzi (<a href=\"https:\/\/thunfinancial.com\/\">Thun Financial Advisors<\/a>, Madison WI) &amp; James Levy (<a href=\"https:\/\/www.clearwaterprivateinvestment.com\/\">Clearwater Private Investment,<\/a> Luxemburg)<\/p>\n<p>Catering by COSTCO<\/p>\n<p>Free. Registration required: <a href=\"https:\/\/bit.ly\/2Q3n1Fh\">https:\/\/bit.ly\/2Q3n1Fh<\/a><\/p>\n<p><strong>American Club of Madrid \u201cNeed to Know seminars\u201d:<\/strong><\/p>\n<p>Feb. 6<sup>th<\/sup> &#8211; Modelo 720 &amp; FATCA, How it affects expats. Future Years returns. <a href=\"https:\/\/bit.ly\/2Ebfaio\">https:\/\/bit.ly\/2Ebfaio<\/a><\/p>\n<p>Feb. 21<sup>st <\/sup>\u2013 Investments for US Citizens: Where, when and how. PFICs &amp; Form 8621- <u><a href=\"https:\/\/bit.ly\/2Q3n1Fh\">https:\/\/bit.ly\/2Q3n1Fh<\/a><\/u><\/p>\n<p>Feb. 28<sup>th<\/sup> \u2013 Fiscal obligations: IRPF &amp; 720; 1040 &amp;FBAR New Tax Code: \u201cTax Cuts and Job Act\u201d &#8211; <a href=\"https:\/\/bit.ly\/2P4lwB7\">https:\/\/bit.ly\/2P4lwB7<\/a><\/p>\n<p>May. 23<sup>th<\/sup> \u2013 Transmissions: Inheritances and Gift Tax in Spain and the U.S.A. Fiscal and civil aspects. <a href=\"https:\/\/bit.ly\/2QIzHAP\">https:\/\/bit.ly\/2QIzHAP<\/a><\/p>\n<p>Jun. 20<sup>th<\/sup> \u2013 PYMES vs Autonomos (self-employed) How to set up a SL in Spain. Obligations and forms with the AEAT &amp; SS. <a href=\"https:\/\/bit.ly\/2SyjQlz\">https:\/\/bit.ly\/2SyjQlz<\/a><\/p>\n<p><strong>Other locations:<\/strong><\/p>\n<p><strong>Seville<\/strong> Feb 7<sup> th<\/sup> \u2013 Fiscal obligations: IRPF &amp; 720; 1040 &amp;FBAR New Tax Code: \u201cTax Cuts and Job Act\u201d <strong>SEVILLA <\/strong><u><a href=\"https:\/\/bit.ly\/2RBgv8x\">https:\/\/bit.ly\/2RBgv8x<\/a><\/u><\/p>\n<p><strong>M\u00e1laga <\/strong>Feb 14<sup> th<\/sup> \u2013 Fiscal obligations: IRPF &amp; 720; 1040 &amp;FBAR New Tax Code: \u201cTax Cuts and Job Act\u201d <strong>MALAGA <\/strong><u><a href=\"https:\/\/bit.ly\/2LU7t11\">https:\/\/bit.ly\/2LU7t11<\/a><\/u><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thu, February 21, 2019 7:00 PM \u2013 9:00 PM\u00a0 Universidad San Pablo CEU &#8211; Calle Juli\u00e1n Romea, 23 28003 Madrid\u00a0 (Fac. Econ\u00f3micas 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 [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":6683,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[31,30,23],"tags":[35,40,39],"class_list":["post-6889","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gallery-4-cols-pc","category-grid-2-cols-side-left-gallery-pc","category-irs","tag-35","tag-investment","tag-us-federal-income-tax-return"],"acf":[],"_links":{"self":[{"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/posts\/6889","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/comments?post=6889"}],"version-history":[{"count":0,"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/posts\/6889\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/media\/6683"}],"wp:attachment":[{"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/media?parent=6889"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/categories?post=6889"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ustaxconsultants.es\/es\/wp-json\/wp\/v2\/tags?post=6889"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}