What Happens When Don Quixote Meets the Internal Revenue Service?

“La Hoja de Ruta Fiscal y Financiera para los españoles en EE.UU” is the name of the new book written in Spanish by financial planner Peter Dougherty.

Navigating the tax and finance environment of a foreign country can make any of us feel as disconnected and idealistic as Don Quixote taking up his lance and sword. Enter Peter Dougherty’s “La Hoja de Ruta Fiscal y Financiera para los españoles en EE.UU.” It’s the new book that provides an in-depth exploration of the financial and tax landscape for Spaniards living in the United States (the book’s title translated is: “The Fiscal and Financial Roadmap for Spaniards in the United States”.) It’s a book written to assist Spaniards; not only because it clearly describes the financial challenges they should expect while living in America and how to overcome them, but also because it’s written in Spanish.

As Dougherty states, “I realized there had been no guidebook that compares the tax and finance challenges in the U.S. with their equivalents in Spain. That’s very surprising because more than 167 thousand Spaniards live in the United States. In fact, the U.S. has the fourth largest concentration of Spaniards of any country outside of Spain. So, I sat down and wrote a book to explain the complexities of U.S. finance from both the vantage point as well as the language of a Spaniard.” 

This is Dougherty’s second book. His first book, “The Dougherty Code: Secrets of Financial Planning in Spain Revealed,” gave to Americans in Spain what this new book provides Spaniards in America – an understanding of the financial landscape confronting them. That’s because the author works as a financial planner for BISSAN Wealth Management in Spain, where he helps Americans who live there with their financial planning.  With offices in both Barcelona and Bilbao, BISSAN is one of Spain’s leading financial planning firms.

Although some specifics in the new book are aimed at assisting Spaniards in particular, much of it is useful to any Spanish-speaker who’s trying to make sense of finances in the United States. It’s written, after all, by an expert in how American and Spanish financial regulations and rules fit together. Thanks to his twenty-year career at Wall Street investment banks, Mr. Dougherty writes about finance in a way that anyone can understand. As a result, this engaging and informative book should have a special place on the bookshelf of every Spanish-speaker who wants to learn the intricacies of finance in the United States.       

Peter Dougherty, the author, is a financial planner at BISSAN Wealth Management in Spain. He’s certified as a European Financial Planner (EFP) by the European Financial Planning Association of Spain, as a Chartered Retirement Planning Counselor® by The College for Financial Planning in the U.S., and as an Investment Adviser Representative by the North American Securities Administrators Association.

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