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Expat Expert Frequently Asked Questions

Due to the volume of communications we receive on multiple online platforms, we mostly focus our attention on our clients. However, here is a list of frequently asked questions for your convenience.

About our Services

What do you do?

We help fellow adventurers, entrepreneurs, global citizens, digital nomads and international investors create and execute a comprehensive and customized actionable plan for offshore tax and financial optimization, immigration, and lifestyle enhancement called the ExitStrategy™, that allows them to relocate to another country to live and thrive outside of the United States of America.

Do you sell anything?

Time, effort, knowledge and experience.

We’ve done it before, or we’ve seen what it does.

All the gear and equipment recommendations on this website earn a fee for the recommendation, but we don’t sell any tangible objects. At least, not yet.

Do you hold any live events?

Is what you do legal?

Absolutely. We abide by strict ethical and moral standards, and only work with other similar professionals. In certain cases, we may evaluate your current situation and determine that it is marginally or significantly non-compliant in the jurisdiction where it may be happening, upon which we will inform you immediately. However, we will not endorse any further continuation of unamended activities.

Can I ask you a few questions?

Due to the extreme volume of inquiries we receive, we aren’t able to answer specific questions until after we are retained. While sharing information on our multiple platforms is provided freely, each particular situation requires time and effort to custom tailor specific solutions to particular problems.

Please understand that this limitation is not by choice, but by design.

Is this a scam?

No, this is not a scam. All the information provided and solutions offered during our services are third-party verifiable in nature. Oftentimes, citations for legal sources are provided.

In addition, Christian M. Frank Fas – The Expat Expert -, is admitted as an attorney in multiple jurisdictions around the United States of America, and is also a member of several professional organizations.

We will gladly provide references and credentials upon request.

But, I only have one question. Can you make an exception?

Sorry, that one question leads to further questions. Once we go down the rabbit hole, there’s no turning back.

How much do your services cost?

As with any custom tailored service requiring proper analysis, it is absolutely impossible to predict what your precise will cost will be before we begin working.  Any preliminary fixed price will be a “guesstimate” at best, and a gross approximation at worst, but will definitely not take into account the complete picture.

Your ExitStrategy™ is comprised of three primary stages:

  • Stage 1 – Creating a comprehensive ExitStrategy, considering the most probable favorable outcomes.
  • Stage 2 – Executing the ExitStrategy through our recommended third-party service providers.
  • Stage 3 – Providing continued assistance to assure long-term compliance and execution of long-term goals. 

Generally, our minimum payment begins at $12,000.00 USD and will increase from there.

Start your journey towards financial freedom and personal achievement.

What methods of payment do you accept?

We accept all major credit cards, certified or cashier’s checks, and most current use cryptocurrencies. We can also provide escrow, forex, and crypto exchange services in addition to our advertised services as alternative forms of payment.

Do you offer hourly rate consulting?

We believe hourly fee consulting promotes inefficiency, and rewards complication. We only provide flat-fee services, and only do so when we are absolutely convinced that we can provide value-added services, and an actionable plan to relocate effectively and efficiently.

Time isn’t always money, but it is always non-renewable. 

Now, we are privy that sometimes it is impossible to take all possible outcomes into account. We will strive to offer a measure of certainty in times of uncertainty, as much as human logic will allow.

What is your refund policy?

All services provided have a firm no-refund policy.

Time is a non-renewable resource. Once we have invested time and effort to offer solutions, we believe services have been rendered once the solutions have been delivered.

Please inform us prior to engagement if you believe otherwise.

How can I become a Trusted Services Provider?

If you are a tax, legal, or financial services provider in your home country in addition to having a spotless proven record, we would be amenable to adding you to our list of Trusted Services Providers.

Please send a properly drafted proposal, in addition to a substantial list of reasons on why you excel in your particular market. We will be cross-referencing all credentials prior to replying.

What languages do you speak?

Christian is natively fluent in English and Spanish. He also dabbles in Italian, French, Portuguese and sometimes a bit of Klingon, for fun.

Our receptionists curteously answer calls in both English and Spanish, 24 hours a day and 7 days a week.

Can you give me an example of a business to develop in Puerto Rico?

We help you create a domestic corporation in Puerto Rico, which acquires one or several real estate properties, destined to the tourism industry, with a minimum investment of $500,000 USD. Then, you employ 10 employees to book, schedule, manage, maintain and care for the real estate properties in Puerto Rico.

Any services provided to clients outside of Puerto Rico are subject to Puerto Rico Act 60 Tax Benefits.

All marketing of the rentals is done by your own Export Services company, including:

  • Graphic Design
  • Social Media Management
  • Booking and Scheduling
  • Payment Processing
  • Payroll Management
  • Management and Administration of Properties

This is a gross oversimplification for illustration purposes, only. 

About the Expat Expert™

Who is Christian M. Frank Fas, Esq.?

Christian M. Frank Fas, Esq. is an internationally recognized civil rights attorney, professional immigration media source, published author, long time visionary and serial global entrepreneur who leveraged a combination of personal experimentation, multidisciplinary research, and vicarious experience throughout his career to develop a personal relocation plan that maximizes the advantages of immigration, tax and quality of life improvements offered by long-term travel.  

You can learn more about Christian on our Who is the Expat Expert? page.

Are you my lawyer?

Although some of the information we provide may be considered legal in nature, only a licensed attorney can provide legal counsel. Given the nature of international laws, offshore businesses, and the path to becoming an expat, it is difficult at best, impossible at worst, for a single individual to be licensed in all jurisdictions.

While the author of this webpage, Christian M. Frank Fas, is in actuality a licensed attorney, none of the information provided here, nor the ExitStrategy™, can be considered legal counsel. Only through the engagement of our third-party service providers can legal services and counsel be provided in wherever you choose to relocate.

For additional information, please read our End-User Agreement and Disclaimers.

Can Christian speak at my venue?

I’m available to speak at any event that aligns both ethically and intellectually with our visions and mission. We charge a fee for most appearances, in addition to paid bidirectional travel to the event. Most arrangements can be negotiated. 

Contact us for additional information.

I’m a journalist. Can I interview Christian?

We believe that the Press is the fourth democratic branch of government, so we’re always willing to collaborate with responsible journalists. We believe freedom of expression is a fundamental human right, and any way The Expat Expert can provide assistance is encouraged.

For inquiries, feel free to contact us.

What languages do you speak?

Christian is natively fluent in English and Spanish. He also dabbles in Italian, French, Portuguese and sometimes a bit of Klingon, for fun.

Our receptionists curteously answer calls in both English and Spanish, 24 hours a day and 7 days a week.

What cases have you handled?

Here’s a list of some of the legal matters I have represented over the years:

  • Legal counsel and representation to mainland USA clients who required representation in Puerto Rico.
  • Complex interstate divorces involving division of marital estates.
  • Parental Kidnapping Prevention Act Defense.
  • Interstate Child Support Defense.
  • Disputes over breach of exclusive distribution contracts of products and services.
  • Business startup planning, creation and formation in Puerto Rico.
  • Legal counsel to multiple Alcohol, Tobacco and Firearm related industries, including import, export and excise tax compliance, and international trade.
  • Complex probate, estate division and impeachment of testaments in Puerto Rico.
  • Development of digital notary practices.
  • Alpha and Beta testing of electronic document filing systems in multiple legal jurisdictions.
  • Family immigration including waivers, VAWA and U Visa applications.
  • Complex removal cases before Immigration Court.
  • Asylum Defense in Removal Proceedings before Immigration Court.
  • Immigration Appeals before the Board of Immigration Appeals.
  • Immigration Appeals before the Tenth Circuit Court of Appeals.
  • Civil Rights Violation Lawsuits before Federal District Court.

Puerto Rico Tax Benefits

Why invest in Puerto Rico?

Puerto Rico is a United States territory nestled in the middle of the Caribbean. It has been -and continues to be- an important social and economic bridge between the Americas. U.S. citizens can travel freely between the island and the U.S. mainland without passports.

Puerto Rico enjoys fiscal autonomy, which means that it can offer very attractive tax incentives not available on the mainland U.S., with the advantages of being in a U.S. environment. The local government has enacted multiple tax incentives to attract foreign investment, which are available to Tax Residents and EB-5 Visa program applicants.

The U.S. dollar is the official and only currency and is subject to the United States Federal Court System and Laws, but with valuable tax advantages for individuals and corporations that are not available on the mainland. All U.S. banking regulations apply, including the credibility and protections afforded by the Federal Deposit Insurance Corporation (FDIC). Also, all the legal framework and protections, such as intellectual property and patent protection, apply in Puerto Rico.

What tax benefits does Puerto Rico offer?

Here’s a brief list of SOME of the tax benefits Puerto Rico offers:

  • For Individual Resident Investors:
    • No Foreign Earned Income Tax
    • No Capital Gains Tax
    • No Distribution of Dividends Tax
    • Income is Earned Outside the USA for Tax Purposes
  • For Export Service Businesses:
    • No Property Tax for a limited time.
    • No Municipal Tax for a limited time.
    • No Capital Gains Tax
    • No Distribution of Dividends Tax
    • Additional Municipal, State and Employment Tax Benefits

What is Puerto Rico Act 60 / Act 20 / Act 22

To stimulate economic growth, Puerto Rico introduced generous tax incentives with Act 20 and Act 22, currently Act 60, which offer outstanding tax incentives to residents and companies, such as an introductory 4% flat corporate tax rate for qualifying businesses and 0% tax on income tax, capital gains tax and dividends. This is a HUGE TAX SAVINGS,,compared to the 21% IRS tax rate in the United States.

What businesses can benefit from Puerto Rico Tax Benefits?

Export Services Eligible Services

All businesses that have an office or establishment in Puerto Rico and conduct eligible services as an export service provider or an export commerce business can benefit from Act 60 Benefits. This is not a definitive list, and any business can meet the requirements if structured adequately. 

Eligible Export Service activities are the following:

  • Advertising and Public Relations
  • Call Centers
  • Consulting
  • Corporate Headquarters
  • Creative Industries (design, art, music, publications, development of apps and video games, creative education)
  • Development of Computer Programs
  • Distribution in Physical Form, through the Internet, Cloud Computing or Blockchain, Income from Licensing, Subscriptions or Charges for Services.
  • Education Services and Training
  • Electronic Data Processing Centers
  • Engineering, Architecture, Project Management
  • Hospital and Laboratory Services, including Telemedicine
  • Investment Banking and other Financial Services (including advisory and broker dealer operations)
  • Marketing Centers
  • Professional Services (law and accounting)
  • Research and Development
  • Shared Service Centers
  • Voice and Data Telecommunications

Among the eligible Export Commerce activities are the following:

    • Assembly, Bottling and Packaging of Products for Export
    • Commercial and Mercantile Distribution of Products Manufactured in P.R.
    • Commissions on the Sale of Products to Customers outside P.R.
    • Purchase of Products for Resale to Customers outside P.R.
    • Sale of Intangible Products to Customers outside P.R.
    • Storage and Distribution Centers
  • This is a non-exhaustive list. Any service business can qualify if services are rendered OUTSIDE of Puerto Rico.

What tax benefits does Puerto Rico offer to tourism businesses?

Tourism related businesses that invest and operate in Puerto Rico can benefit from the following:

  • 100% exemption on municipal construction excise tax
  • 100% exemption on imported goods and sales tax
  • 100% exemption on municipal licenses
  • 90% exemption on income tax
  • 90% exemption on property tax
  • Tax credits equal to the lesser of 10% of total project cost or 50% cash from investors, which can be monetized.

The benefits under this law will remain valid for a period of 10 years from the opening date of the eligible tourism project and includes a 10-year extension.

What tax benefits does Puerto Rico offer to foreign investors?

In the United States, investors pay as much as 37% on short-term capital gains and up to 20% on long-term gains.

This applies to crypto and other assets held for more than a year. Under Puerto Rico Act 60, known as the Individual Investors Act, that tax obligation is reduced to zero if certain qualifications are met.

There is also a major tax incentive for business owners to invest in Puerto Rico.

Stateside companies are subject to a 21% federal corporate tax, plus a state corporate tax, which varies.

If a firm exports its services out of Puerto Rico, to the U.S. or anywhere else, they pay a flat 4% corporate tax rate. 

Can you give me an example of a business to develop in Puerto Rico?

We help you create a domestic corporation in Puerto Rico, which acquires one or several real estate properties, destined to the tourism industry, with a minimum investment of $500,000 USD. Then, you employ 10 employees to book, schedule, manage, maintain and care for the real estate properties in Puerto Rico.

Any services provided to clients outside of Puerto Rico are subject to Puerto Rico Act 60 Tax Benefits.

All marketing of the rentals is done by your own Export Services company, including:

  • Graphic Design
  • Social Media Management
  • Booking and Scheduling
  • Payment Processing
  • Payroll Management
  • Management and Administration of Properties

This is a gross oversimplification for illustration purposes, only. 

What tourism related businesses can benefit from Puerto Rico Tax Benefits?

  • Guesthouses, hostels, hotels, condo-hotels, and timeshare vacation clubs.

  • Theme parks, golf courses managed by, or associated with, a hotel that is an exempt business, marinas and port facilities in areas that promote and encourage tourism.

  • Natural resources used as entertainment sources.

  • Other facilities acting as recreational or entertainment sources, which encourage internal and/or external tourism.

What conveniences does Puerto Rico offer compared to other locations?

Puerto Rico offers many conveniences for investors:

  • Short travel time from the Eastern coast.
    • About 2 hour flight from Miami.
    • About 3 hour flight from New York.
  • International airport with multiple daily flights on all major airline carriers.
  • Same shipping services available: UPS / FedEx / USPS
  • Amazon Prime is available.
  • Netflix is available, without a VPN.
  • Warm and comfortable weather all year round.
  • Diversity of microclimates around the island.
  • Bilingual Education available.
  • No immigration border crossings.
  • No customs declarations.
  • Quality of consumer goods available is equal or superior.
  • Quality and variety of electronics is equal to the mainland USA.
  • Variety of consumer goods sold is identical to the mainland USA.
  • Quality of produce is superior than mainland USA, with more variety.
  • Longstanding and rich cultural heritage that spans over 500 years.

Will Puerto Rico tax benefits go away?

Despite media foreshadowing, and the occasional sensationalist detractor, the government of the Commonwealth of Puerto Rico has no intentions of eliminating years of groundbreaking tax developments and benefits.

Also, under the Puerto Rico legal system, an individual or a business cannot be hindered from an established acquired right, such as favorable tax proceedings, without Due Process.

The doctrine of Due Process requires several fundamental proceedings in order to curtail an established taxpayer right, such as, but not limited to:

  • Legislative commission reviews and hearings, which require public participation.
  • Court proceedings which must conclude by exhausting judicial forums.
  • Regulatory changes, which require prior publishing of proposed measures.

Therefore, it is undeniable that any change to current Puerto Rico tax policy will gain a measure of notoriety beforehand, upon which USADefend LLC will advise its current and former clients, so that adequate measures can be taken to prevent or minimize any possible tax exposure.

 

Portugal Golden Visa

How much does the Portugal Golden Visa cost?

Portugal’s Golden Visa program has several investment options.

  • Real estate minimum of €500,000.
  • Real Estate in a “low population density” area:  €280,000, plus fees.
  • Real Estate is undergoing renovation and building is over 30 years old: €350,000

What family members can my Portugal Golden Visa application include?

The main investor applicant for Portugal’s Golden Visa program can include:

  • A spouse or partner.
  • Children under 18 years old.
  • Dependent children over 18 years old, as long as they are unmarried and enrolled in full-time education.
  • Dependent parents of either spouse or partner, over 55 years old. No need to provide evidence of dependency if they are over 65 years old;
  • Dependent Siblings of applicants under 18 years old of either spouse or partner.

Can I include dependent children over 18 years of age?

Children over the age of 18 years old can be included, but they MUST remain dependent until citizenship is obtained.

Portugal has no official age limit for dependent children, but we recommend that are not older than 23 years of age, since in order to naturalize they must remain as dependents during the residency period.

Do I need to take a Portuguese language test?

You do NOT need to learn Portuguese for your residency application.

If you want to apply for citizenship, you will need to pass a Conversational Level test, although you have 5 to 6 years to prepare beforehand. Children under 10 years of age do NOT need to take the test at any time.

Do I need to pay taxes in Portugal?

If you reside in Portugal for 183 days of the year or more, you will be taxed on your worldwide income.

Otherwise, you only need to pay tax in Portugal if you earn any income in Portugal. Income tax, such as rental revenue or other location based investments are charged at 28.5%.

Can I purchase property through a corporation or limited liability company in Portugal?

Absolutely, however, it will make the process significantly more complex. Investors need to incorporate their company in Portugal and personally be the sole owner. Your new company will need to comply with anti-money laundering policies, corporate structuring and government filings.

It is also important to know that if you have set up a company in Portugal, you will also need to file an annual company tax return in Portugal yearly.

Can I buy land and build on it?

Yes, but be prepared to apply for construction licenses and inspections required beforehand. Any renovation project you undertake will also need to meet the Portugal Golden visa regulation to qualify. This type of project would be complex to manage remotely, so budget accordingly. We recommend investing in an approved project where the entire renovation process will be managed on your behalf by an experienced developer.

Do I receive free healthcare in Portugal?

As a legal resident, you have access to the National Healthcare Service (SNS).

As part of the Portugal Golden Visa application, you must provide evidence of private health insurance in order to be granted residency.

Can same-sex couples apply for a Portugal Golden Visa?

Unmarried couples who have been residing together for a minimum of 2 years are eligible to apply together, provided they can provide evidence of their ongoing relationship. Official government and financial documents confirming they share an address, own joint assets or evidence that they have children together would be enough. It is also possible for same-sex couples to apply together on the same residency application. 

Is the Portugal Golden Visa program open to all countries?

Yes, it is open to all non-EU citizens, including British citizens after Brexit. Regulations change frequently, thus eligibility must be determined at the time of application.

What happens if my Portugal Golden Visa application is denied?

  • Applications are denied on the following grounds:
  • Fraud or misrepresentation of material facts regarding your application.
  • Withholding information willingly that would be prejudicial to the application requirements.
  • Criminal background.
  • Lack of funding for minimum investment.

 

ExitStrategy

What is the ExitStrategy?

The ExitStrategy™ is a comprehensive and customized plan to:

  • Establish personal and tax residency offshore.
  • Obtain a Second Passport.
  • Relocate personal, business and financial portfolio offshore.
  • Strategically streamline tax exposure and liability.
  • Double wealth by reducing significantly taxes.
  • Maximize multiple global jurisdictions to protect assets from third parties and tax liabilities.
  • Optionally, renounce your United States Citizenship and comply with IRS tax regulations associated with renouncement of citizenship.

Who can benefit from an ExitStrategy?

The ExitStrategy™ is most useful for:

  • Global Citizens
  • World Adventurers
  • Investors and Entrepreneurs
  • Professional Consultants
  • Digital Nomads
  • Crypto Investors
  • Day Traders
  • International Investors
  • Expats
  • Retirees
  • High-Net Worth Individuals

How much does an ExitStrategy cost?

As with any custom tailored service requiring proper analysis, it is absolutely impossible to predict what your precise will cost will be before we begin working.  Any preliminary fixed price will be a “guesstimate” at best, and a gross approximation at worst, but will definitely not take into account the complete picture.

Your entire ExitStrategy™ is comprised of three main stages:

  • Stage 1 – Creating a comprehensive ExitStrategy, considering the most probable favorable outcomes.
  • Stage 2 – Executing the ExitStrategy through our recommended third-party service providers.
  • Stage 3 – Providing continued assistance to assure long-term compliance and execution of long-term goals. 

Generally, our minimum fees begin at $12,000.00 USD and will increase from there, depending on the complexity.

How long does the ExitStrategy take?

The time it takes for each stage varies with the details of each client, and their personal and financial situation. Here’s a quick estimate of our usual timeframe:

STAGE 1: RESEARCH & ANALYSIS – 6 to 8 weeks from payment of services.

  • STEP 1: APPLICATION – 48 hours.
  • STEP 2: ANALYSIS – 2 weeks.
  • STEP 3: DIAGNOSIS – 3 to 5 weeks.
  • STEP 4: PROPOSAL – 60 days.

STAGE 2: EXECUTION – 6 months to 1 year.

 

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The Expat Expert
c/o USADefend LLC
1887 Whitney Mesa DR Suite 9669
Henderson, NV 89014

Telephones:
USA: 1-83-EXPAT-EXP (833-972-8397)