SDIRA-Golden Visa IRS Advocacy Program:

Introduction Webinar

2 February 2026 @ 11am MIA/16h LIS

For U.S. investors facing or concerned about IRS scrutiny

If you invested in a Portuguese Golden Visa fund using a self-directed IRA and have received an IRS audit or inquiry, or are concerned that your investment could draw one, you are not alone. Prohibited transaction rules are rigid, penalties can be severe, and there is limited guidance on how these rules apply to foreign Golden Visa funds.

Many investors acted in good faith, relying on custodians and offering materials that never squarely addressed how U.S. retirement rules apply in this context. As IRS scrutiny increases, particularly through technology-driven review processes, investors are being asked to respond quickly in a nuanced area of law where even experienced advisors may lack Golden Visa-specific familiarity, increasing the risk of inconsistent or reactive decisions.

This webinar will outline the audit and controversy issues emerging around SDIRA-funded Golden Visa investments and explain how our coordinated, pre-controversy approach may help similarly situated investors address these issues more thoughtfully.

Live webinar with general Q&A

Educational only. Not legal or tax advice.