The Essential Tax Podcast with Mishkin Santa, Season 2, Episode 13

In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Catarina Breia, Partner & Head of Tax at Nexia – Santos Carvalho & Associados, SROC, S.A. Catarina leads the tax consulting division at Nexia – Santos Carvalho & Associados, located in Portugal. She has been a tax arbitrator in the Portuguese Administrative Arbitrage Court, is a member of the Portuguese Tax Association and International Fiscal Association, and holds a Master Executive in Taxation and Tax Planning from Catholic University of Portugal.

Tune in for these key takeaways:

• Insight into the attractive location, climate, lifestyle, job market, and cost of living in Portugal that draws so many US expats and international celebrities to the beautiful country.

• The importance of strategizing before undertaking an international relocation to mitigate any tax burden and maximize the tax benefits of living in Portugal.

• A discussion of Portuguese criteria for personal tax residency and commonly associated risks of not researching these before relocating to Portugal.

• An outline of frequently utilized visas and Portuguese golden visa options, including a description about relevant tax regimes (NHR, IFICI)

• Information about inheritance and gift taxation in Portugal and how their policy of no wealth taxation can provide unique tax benefits in this area.

• Discussion surrounding the unique opportunities available in Portugal to entrepreneurs and business investors.

Learn more about Catarina Breia:

• View Catarina Breia’s profile on Nexia – Santos Carvalho & Associados’ website: https://santoscarvsroc.pt/en/a-equipa/catarina-breia/

• Connect with Catarina Breia on LinkedIn: https://www.linkedin.com/in/catarina-breia-04159b3/

• Follow NEXIA – Santos Carvalho & Associados on LinkedIn: https://www.linkedin.com/company/nexia-sca/posts/?feedView=all

• Visit The Nexia YouTube Channel: https://www.youtube.com/channel/UCbY1iQu_U1vzIhAPCEtQJGQ/videos

• Follow Nexia – Santos Carvalho & Associados on Facebook: https://www.facebook.com/NEXIASANTOSCARVALHO/

Further Resources:

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About The Essential Tax Podcast:

In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas.

Watch or listen to more episodes of The Essential Tax Podcast:

• YouTube: https://www.youtube.com/@TheWolfGroupPC

• Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944

• Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf

Connect and learn more from your host, Mishkin Santa:

• Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta

• Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc

• Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa