SDIRA–Golden Visa IRS Advocacy Program
If you’ve received an IRS inquiry about a Golden Visa investment made through a self-directed IRA, or you’re concerned about your exposure, we want to hear from you.
Please complete the form below. Submissions will be reviewed, and we’ll follow up if the program is a fit.
INSIGHTS: Using U.S. Retirement Accounts for Golden Visa Investments: Legal and Tax Risks
Masterclass: Portugal's Golden Visa for American Investors
INSIGHTS: If You Used Your IRA to Invest in a Portuguese Golden Visa Fund in 2025, Read This Before Year-End
Attend our next Café + Taxes, a free event to ask questions.
INSIGHTS: PFICs and the Golden Visa: Understanding the Character of Growth and Compliance
INSIGHTS: U.S. Tax on Portuguese Golden Visa Funds: Unique Considerations for American Investors