Financial Planning for Americans Living in Portugal in 2023

Join Shane Clark from EAFA, Margaret Conklin CPA, and Raquel de Matos Esteves from RME Legal as we look at financial planning priorities for Americans living in Portugal in 2023. We will cover:

- The importance of financial planning for US expats in Portugal

- US tax considerations for Americans living in Portugal

- Portuguese tax considerations for Americans living in Portugal

- Financial planning priorities for expats

- Retirement planning for Americans living in Portugal

We will also field your questions at the end in a live Q&A session.

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Shane Clark is co-founder of EAFA (https://www.eurousafa.com/). He specializes in financial advice and investment management with a focus on cross-border issues. With over 10 years of experience in international financial markets, he designs balanced and diversified global portfolios for long-term returns, considering risk, regulatory, and tax implications. Shane previously worked as a portfolio manager at a Trust Bank in Michigan, and holds an MPhil in Economics from the University of Strathclyde.

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Margaret Conklin CPA (https://www.mconklincpa.com/index.html) has over 30 years' experience helping Americans living abroad meet their US tax obligations. She currently lives in Portugal, and was previously based in Switzerland. She previously worked at KPMG and PwC, and holds a Masters in Tax from the University of Southern California.

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Raquel de Matos Esteves is a founding partner of RME Legal (https://rme-legal.com/). RME Legal provides tax, real estate and immigration advice for international individuals relocating to Portugal. Raquel holds a Masters in Law from the Universidade Católica Portuguesa. She previously worked for EY.

This video is for informational purposes only; it is not intended to offer advice or guidance on legal, tax, or investment matters. Such advice can be given only with full understanding of a person’s specific situation.

If you have any questions about financial planning as an American living in Spain, get in touch at eafa@eurousafa.com

Видео Financial Planning for Americans Living in Portugal in 2023 канала EuroAmerican Financial Advisors