Golden Visa Reporting Support for Tax Preparers Webinar

5 February 2026 @ 11am MIA/16h LIS

This webinar is for U.S. tax preparers with clients who invested in Portuguese Golden Visa funds and need clarity on how PFIC, Form 8938, and related offshore reporting fit into a standard U.S. return workflow. We’ll walk through how our Golden Visa tax return support program works, what we handle versus what remains with the primary preparer, and how to avoid common reporting gaps or inconsistencies that can lead to amended returns or client exposure later.

The session is designed for professionals who want a clear, practical support framework when Golden Visa investments fall outside their firm’s core expertise.

Live webinar with general Q&A

Educational only. Not legal or tax advice.