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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: Rubic ✧  😊 😞
Number: of 15058 
Subject: Re: Tax treatment of "old shares" after immi
Date: 03/30/2025 7:18 AM
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No. of Recommendations: 2
> A) Sales Price in 2030 - Buying Price in 2000
> B) Sales Price in 2030 - Price at date of immigration in 2025

Said,

For Portugal, the answer is A. You don't get a step-up basis
just because you immigrated here.

If you decide to sell your shares tax-free in Germany before
moving here, you may want to check with a Portuguese tax advisor
before buying them back again (if that's what you intend to do),
as there are some potential plans that you can use to lower your
tax bill -- if you structure things correctly before you move here.

-Rubic
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