In the News

3/2022

Portuguese Private Equity Funds: U.S. Tax Compliance for U.S. Investors

  • picture of Severiano E. Ortiz
    Severiano E. Ortiz
  • picture of Eric Huang
    Eric Huang

Severiano Ortiz and Eric Huang present, Portuguese Private Equity Funds: U.S. Tax Compliance for U.S. Investors, for a Live Webinar on March 17, 2022, hosted by Iberis Capital in Lisbon, Portugal.

This presentation covers some of the required U.S. tax filings and elections that apply to U.S. persons (citizens, green card holders, or those substantially present inside the U.S.) with certain assets, investments, and accounts outside of the U.S. At a minimum, those who invest in Portuguese private equity funds will have (1) opened a checking and investment account with a Portuguese bank, and (2) maintained their private equity investment for a certain number of years. Each of these accounts and investments comes with certain U.S. tax reporting and filing obligations, the failure of which could trigger penalties and excess tax obligations.

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