For Americans Investing in Portugal's Golden Visa
Don't Let Hidden U.S. Tax Rules Destroy Your €500,000 Investment
The complete U.S. tax masterclass that protects your Golden Visa investment from catastrophic mistakes, 50% tax rates, and IRA disqualification—without hiring a $10,000 tax attorney.
Limited Time Discount
Sound Familiar?
These are the exact questions we hear from Americans every day
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"I've heard lots of opinions about using my retirement account to make the investment. Is there anything I need to know about the U.S. tax implications?"
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I've talked to Portuguese fund managers, consultants, immigration attorneys, and tax attorneys, but the only U.S. tax advisor I know is my CPA. How do I get U.S. tax advice on this transaction?
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"When does my 8621 need to be filed? What are phantom taxes?"
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"Do Portuguese funds have to comply with the same anti-fraud and misrepresentation laws as U.S. funds do?"
Three Invisible Mistakes That Will Cost You Hundreds of Thousands
Your Portuguese lawyer won't warn you. Your accountant doesn't understand PFICs. These are the mistakes that destroy Golden Visa investments.
The IRA Catastrophe
Thousands of Americans fund their Golden Visa with self-directed IRAs—triggering prohibited transaction penalties that disqualify their entire retirement account.
$500,000+ Lost
The Wrong Fund Structure
Choose a dividend-heavy fund instead of capital-gains focused? You'll pay an effective tax rate of 49% instead of 19% over 10 years.
€160,000 Difference
Missing PFIC Reporting
All Portuguese Golden Visa funds are PFICs. Failure to file Form 8621 and other required forms exposes you to severe IRS penalties and extended audit periods.
Up to 50% of Account
What You'll Master in 80 Minutes and 8 Comprehensive Modules
From PFIC fundamentals to post-investment compliance—everything you need to protect your investment and stay IRS-compliant.
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Why structure and jurisdiction matter; Portuguese compliance ≠ U.S. compliance.
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PFIC classification, default regime vs. QEF election, and which path is right for you.
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Capital gains vs. dividends: the 30-percentage-point difference in effective tax rates.
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Why funding with self-directed IRAs triggers catastrophic prohibited transaction penalties.
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The three mandatory IRS forms (8621, 8938, FINCEN 114) and record-keeping requirements.
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Vetting criteria: PFIC statements, income character, investor composition, and CFC risk.
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Remedial guidance for correcting problematic decisions (SDIRA funding, unsuitable funds).
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Pre-investment and post-investment checklists for staying compliant and optimized.
Why This Masterclass Is Your Best Investment
Specialized knowledge that would cost $10,000+ in professional fees—delivered in a format you can apply immediately.
Make the Right Choice the First Time
Investment decisions are irreversible. SDIRA funding, wrong fund selection, and missed elections cannot be easily corrected. Get it right from the start.
Vet Funds with Confidence
Use our proven due diligence template to ask fund managers the right questions about PFIC statements, income mix, U.S. investor composition, and regulatory safeguards.
Bridge the Jurisdiction Gap
Portuguese advisors can't explain U.S. tax consequences. U.S. tax preparers don't understand Golden Visa rules. This masterclass ensures you don't fall through the cracks.
Stay Compliant Without $10,000 in Fees
Learn which forms to file, when to file them, and what records to keep—without paying ongoing professional fees for basic compliance guidance.
Optimize Your After-Tax Returns
Understand how fund structure affects your long-term wealth. The difference between capital-gains-focused and dividend-heavy funds is €160,000 on a €600,000 investment.
Created by Cross-Border Tax Specialists
Areia Global is a U.S. and Portuguese law practice exclusively focused on Americans navigating Portuguese residency and investment.
Limited-Time Offer: 50% Off
Protect your €500,000 investment for less than a single hour of attorney time.
What's Included:
✓80-minute masterclass recording with 8 comprehensive modules covering PFIC rules, fund selection, and compliance
✓Bonus PDF: "Choosing a Portuguese Golden Visa Fund: The U.S. Tax Considerations"
✓Bonus PDF: "Questions for Fund Managers" due diligence template
Frequently Asked Questions
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This masterclass is designed for self-directed American investors planning to invest €500,000+ in Portuguese Golden Visa funds who want to understand U.S. tax consequences without hiring ongoing professional counsel. It's ideal for DIY-minded individuals who recognize the complexity of dual-jurisdiction compliance but want to make informed decisions independently.
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No. The masterclass translates complex IRS tax code (PFIC rules, QEF elections, excess distribution regimes) into clear, accessible modules with real-world examples. If you understand basic financial concepts, you'll be able to follow along and apply the guidance.
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Module 7 provides specific remedial guidance for correcting problematic decisions, including SDIRA funding and unsuitable fund selection. You'll also learn about ongoing compliance requirements to avoid future penalties.
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The masterclass provides foundational knowledge to make informed decisions and avoid catastrophic mistakes. You may still want professional help for complex situations, but you'll be equipped to ask the right questions, vet advisors, and understand their recommendations. Many investors use the masterclass to handle routine compliance independently and consult advisors only for specific issues.
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Generic PFIC guidance doesn't address the specific context of Portuguese Golden Visa funds. This masterclass provides targeted, actionable training on the exact tax issues Americans face, with real-world scenarios, concrete examples, and ready-to-use due diligence tools. It's created by specialists who work exclusively on U.S.-Portugal cross-border issues.
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The masterclass includes a comprehensive video presentation with slides, plus two downloadable PDF guides. You get lifetime access to all materials, so you can review them as many times as needed during your Golden Visa journey.
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Yes. We offer a 30-day money-back guarantee. If the masterclass doesn't meet your expectations, contact us within 30 days for a full refund—no questions asked.
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This is a limited-time launch offer. The price will return to €295/$315 soon. We recommend enrolling now to lock in the 50% savings.
Protect Your Investment Today
Don't risk hundreds of thousands in preventable tax penalties and lost returns. Get instant access to the only U.S. tax masterclass specifically designed for Portuguese Golden Visa investors.
About Areia Global
Areia Global Legal Advisors is a U.S. law firm based in Lisbon and Miami. We advise Americans on cross-border tax, compliance, and estate planning, with deep experience in PFIC reporting, FATCA, and offshore fund structures.
Our Golden Visa U.S. Tax Compliance Review breaks down your U.S. tax exposure and tax filing obligations so you can understand the tax impact of your investment and know how to comply with IRS’s filing rules.
Offshore compliance abroad doesn’t equal compliance at home. We make sure it does.
This masterclass is for educational purposes only and does not constitute legal, tax, or investment advice.