Any tax advisor recommendations?
-
What with having just moved to Portugal (Still trying to get AIMA appt), 2 RETA deals about to come online, approaching age for Required Minimum Distributions from our IRAs, appoaching age for SSN (if it still exists), and the general state of the world today, we're looking for a tax advisor/accountant/CPA firm who can help us with all of this.
Does anyone with properties in multiple countries have any recommendations?
-
If you're looking for Portugal specific advice, I would recommend Rita Jardim. She's a Portuguese attorney who specializes in helping foreign immigrants make the best of their move to Portugal. You can contact her at rita.jardim@mayerjardim.com.
For broader issues regarding global investments and asset protection you can reach out to me directly on the IL website via my Global Citizen service.
Ted Baumann
-
Hi Ted,
Thanks for your post on April 9 recommending a Portuguese tax attorney. My wife and I are going to Portugal this summer, with a hope of applying for a D7 retirement visa when we come back to the U.S. Would you recommend Ms. Jardim to help us with this, as well? We are looking around Vila Real, in the north of the country, if that gives you any guidance about recommending someone we can work with in that part of Portugal.
Thanks so much!
Charles Harmon