A 12-month masterclass subscription for Americans building a life in Portugal
Areia Global Expat Essentials Series
Many Americans arrive in Portugal excited for a fresh start but quickly discover an unexpected challenge: managing life across two systems. U.S. tax rules continue to apply, Portuguese rules add a new layer, and most professionals explain only their side of the equation. This leaves many expats navigating overlapping rules, unclear reporting obligations, and conflicting guidance.
The result is anxiety, not because the issues are impossible, but because they’re unfamiliar and hard to see in advance.
Coming soon from Areia Global: a U.S. law firm based in Miami and Lisbon advising Americans on cross-border tax and estate planning.
The Areia Global Expat Essentials Series was created to address this problem.
It offers a structured, year-long foundation in the key tax, legal, and cross-border issues that shape an American’s life in Portugal. The goal is simple: give expats the clarity to identify red flags early, understand when a situation needs professional help, and make informed decisions with confidence.
This is not a deep technical program. It is the overview every American in Portugal wishes they had from day one.
What’s Included
12 Monthly Masterclasses
Each class covers a core U.S.-Portugal issue area, giving participants a clear, digestible overview of the topics that matter most.
Monthly 1-Hour Cohort Meetings
A live, guided session for questions, clarification, scenario walkthroughs, and issue-spotting. These meetings help participants apply concepts to real situations without providing individual legal advice.
€100 per month for 12 months
Early-access members receive 3 months free (pay for 9, attend for 12).
The 12 Expat Essentials Masterclasses
1. Tax 101
A grounding in the U.S. rules that continue after moving abroad, the filings expats often overlook, and the concepts that anchor everything else.
2. Americans Buying Property in Portugal
A high-level look at the key considerations that arise when Americans purchase, hold, or rent Portuguese real estate.
3. Investing Overseas as an American
A practical orientation to how foreign investment products interact with U.S. rules and where unexpected reporting issues tend to arise.
4. Cross-Border Estate Planning
An overview of how wills, trusts, marital property rules, and inheritance considerations operate across two jurisdictions.
5. Self-Filing U.S. Taxes from Portugal
A guided explanation of the forms, terminology, and reporting obligations Americans abroad need to understand.
6. Entrepreneurship in Portugal
A look at how business activity, freelancing, and consulting interact with U.S. tax rules and why structuring choices matter.
7. Retirement Planning
An introduction to how U.S. retirement accounts, pensions, and Social Security fit into a long-term Portugal plan.
8. FIRE for Americans in Portugal
A high-level understanding of how early retirement assumptions change when living abroad and which areas require new planning.
9. Marriage, Divorce & Cross-Border Family Planning
A review of how marriage, separation, and family decisions intersect with U.S. and Portuguese legal frameworks.
10. Civics 101
A practical overview of civic participation, voting, public benefits, and government interactions for Americans in Portugal.
11. Employment Income: Retirement Contributions, Benefits, Equity, and Social Security
A structured overview of how foreign employment income interacts with U.S. rules, including retirement contributions, benefits packages, equity compensation, and Social Security considerations.
12. Expatriation & Exit Tax
An introduction to the issues and decision points that arise when an American evaluates renouncing citizenship.
The Expat Essentials Series is designed for Americans navigating the uncertainty that comes with life in two tax and legal systems. It is ideal for newcomers who want a clear understanding of the issues they may encounter, long-term residents who suspect there are gaps in what they were told, and anyone who prefers to understand the landscape before engaging professionals. The program focuses on awareness and issue-spotting, helping participants understand where risks tend to arise and when a situation should be escalated to individualized legal advice. It is a foundation, not a replacement for professional counsel, and it gives expats the clarity needed to make informed decisions with confidence.
About Areia Global
Areia Global Legal Advisors is a U.S. law firm with a partner office in Lisbon advising Americans on cross-border tax, compliance, and estate planning, with deep experience in foreign property ownership, reporting, and structuring.
Areia Global Consultants is the education and research arm of AGLA, focused on masterclasses, briefings, and resources that help Americans understand the U.S.-Portugal landscape with clarity.
If you would like advice on your specific situation, please book a consultation directly with AGLA for individualized guidance.
This masterclass is for educational purposes only and does not constitute legal, tax, or investment advice.