PRODUCTS/MASTERCLASSES

MASTERCLASS: AMERICANS BUYING PROPERTY IN PORTUGAL

MASTERCLASS: AMERICANS BUYING PROPERTY IN PORTUGAL

A 40-minute masterclass on the U.S. tax side of Portuguese property ownership

You found the apartment. The neighborhood is right. The price works. Your Portuguese lawyer is ready.

The piece most buyers miss is the U.S. tax side. Not because it's insurmountable, but because nobody in the Portuguese transaction is responsible for telling you about it. Your real estate agent isn't. Your notary isn't. Often, even your Portuguese lawyer isn't.

The decisions you make at purchase, particularly how you structure ownership, shape your U.S. compliance picture for as long as you hold the property. Some of those decisions are very difficult to unwind later.

This masterclass covers what you need to know before you sign.

What you'll learn

In 40 minutes, you'll understand:

  • The difference between buying in your own name and buying through a Portuguese company, and why that choice matters more than most buyers realize

  • What a Controlled Foreign Corporation is, why a Portuguese Lda can create one, and what annual Form 5471 filing actually involves

  • When a rental property held through a company also qualifies as a PFIC, and why that combination is one of the most costly structures in this space

  • Which Portuguese taxes are creditable against your U.S. tax bill, and which are not

  • How long-term and short-term rentals (including Alojamento Local) are treated differently under U.S. tax rules

  • The U.S. tax consequences of selling, including how currency fluctuation can create gains that don't exist in euro terms

  • What to think through before purchase, including intended use, exit strategy, and the real cost of compliance

Who this is for

Americans who are actively considering a property purchase in Portugal, recently purchased, or already own property and are not confident their U.S. compliance picture is clean.

Also useful for real estate agents, relocation consultants, and Portuguese advisors who work with American buyers and want to understand the questions their clients should be asking.