US-licensed ยท Cross-border CPAs
Moving from the USA ๐บ๐ธ to Portugal ๐ต๐น โ Taxes, Handled.
The post-NHR landscape, IFICI incentives, and your US obligations โ one plan.
What a specialist CPA handles for this move
The new incentive regime
NHR closed to new applicants, but the IFICI ("NHR 2.0") regime still offers a 20% flat rate for qualifying professions. Eligibility is the key question.
US filings continue
Citizenship-based taxation means annual US returns, FBAR, and possibly FATCA reporting โ coordinated with your Portuguese position.
Pensions & investments
US retirement accounts, Social Security, and brokerage income are each treated differently under the USโPortugal treaty. Getting the sequencing right matters.