US Expat Taxes in Spain: Free Webinar

The American Expat Blueprint

Tax Compliance & Wealth Planning in Spain — Live Webinar with SJB Global & Aequify

Living in Spain as a US citizen means navigating two tax systems at once. Join Randal Stephens and Matthew Quinn (SJB Global) and Puneet Gupta (Aequify) for a focused session on the key tax filings, reporting requirements, and financial considerations every American living in Spain needs to understand. We’ll cover the essential documents Americans abroad may need to file, how Spanish and US tax systems interact, and how proper tax planning fits into building a long-term cross-border wealth strategy.

What You’ll Learn

A practical, expert-led roadmap for staying compliant on both sides of the Atlantic — and structuring your finances for long-term growth as an American in Spain.

🇺🇸🇪🇸US & Spanish Tax Filing

💰Spanish Wealth Tax

🏖️Retirement Planning

🧩Tax Structuring

Who it’s for: US citizens currently living in Spain, planning a move to Spain, or already navigating dual-country tax filings — including digital nomads, retirees, remote workers, and entrepreneurs.

Key Takeaways

Understand the key US and Spanish tax filing requirements for Americans living in Spain, including common forms, reporting obligations, and mistakes that can lead to penalties.
Learn how cross-border tax planning connects with investment strategy, retirement planning, currency management, and long-term wealth preservation as an expat.
Gain practical insights from a collaboration between SJB Global and Aequify, combining financial planning expertise with specialist US expat tax support.
Walk away with a clearer roadmap on how to structure your finances efficiently while staying compliant on both sides of the Atlantic.

🎁 Exclusive bonus for attendees: A free 2-month trial of Aequify through SJB Global, plus a no-obligation review to discuss your situation further.

Meet Your Presenters

Randal Stephens

Senior IFA at SJB Global

Randal is a Senior Independent Financial Adviser based in Marbella, specializing in fee-based financial planning for expats worldwide. As an expat himself, he brings first-hand expertise in cross-border tax efficiency, retirement planning, UK pension transfers (SIPPs, QROPS, QNUPS) and US-UK dual-national wealth structuring.

Matthew Quinn

Financial Adviser at SJB Global

Matthew Quinn is a senior expat financial adviser specializing in cross-border planning. With extensive experience in UK pension transfers (SIPPs, QROPS), Matthew helps expats structure their wealth for life in Spain.

Puneet Gupta

Founder at Aequify

Puneet is the founder of Aequify, the first agentic Financial Operating System for global citizens. A former Amazon GM who scaled Tier-1 services to $1B+ revenue, Puneet now leads a platform that aggregates data from 18,000+ institutions to handle high-stakes US expat tax tasks in minutes — built specifically for the borderless economy.

Get a Free Consultation with SJB Global Experts

Have specific questions about your situation? Book a no-obligation call with the SJB Global team to discuss your cross-border financial planning, pensions, and tax structuring needs.

Book Your Free Consultation