Tuesday, April 3, 2012

Workshop on April 24th: Tax Obligations for U.S. Citizens that Own Property, Trusts, or Bank Accounts in Mexico

---- Happy to announce this special workshop & hope that you all can attend!  I have created a tab at the top of the blog titled "U.S. Tax Workshop - April 24th".  Any updates to the workshop's location will be posted on that page.  So, please refer to that page for any further updates ----

Tax Obligations for U.S. Citizens that Own Property, Trusts, or Bank Accounts in Mexico

We are often asked by U.S. citizens who own property and businesses in Mexico about their obligations in reporting foreign property, bank accounts, and income.  This workshop is designed to answer just those questions!!

Mayan Riviera Properties is proud to host a special Homeowner's Workshop!  Mr. Stuart Jackson is a Certified Public Accountant from The Jackson Group P.C. of Atlanta, Georgia.

He will be presenting information & answering questions about tax obligations U.S. Citizens have when living and owning abroad.
  • Do I need to declare my Mexican bank accounts?  If so, How?
  • Do I need to declare my Mexican Fideicomiso Trust which holds my Property?  If so, How?
  • Applicable Deductions
  • Can I use my Mexican Property as my Principle Residence? Does it qualify as a Vacation Residence? What tax advantages do I have either way?
  • Foreign Tax Credits and Capital Gains

April 24th, 2012
5 p.m.

If you are planning to attend, we ask that you please RSVP.  This way, we can provide enough seating, space, and materials for everyone who would like to attend.
 Please email: Amber@MayanRivieraProperties.com

Tentatively, the location will be the Mayan Riviera Properties Office.  [Click here for directions.]  Should the location need to be changed to accommodate a larger group, we will post the new location here.  So, please check back prior to the workshop.

Twitter and Facebook Readers can view the original post and leave comments at: PuertoMorelosBlog.com.

Amber Pierce-Schulz is the Broker/Owner of Mayan Riviera Properties, specializing in Puerto Morelos Real Estate and Puerto Morelos Vacation Rentals. We are members of AMPI and Federally Certified Realtors.