This CLE/CPE webinar will provide tax counsel and advisers with a comprehensive guide to the tax and investment planning challenges and opportunities for high net worth foreign clients seeking to immigrate to the United States. The panel will discuss strategies for minimizing the U.S. tax impact of foreign-source ordinary and capital income before establishing tax residency in the U.S., detail the current EB-5 program for nonresidents seeking to establish permanent residency through investment in the U.S. economy, outline the tax issues that can arise from participating in the EB-5 program and discuss alternative immigration investment options that may be more tax friendly.
Listen as this experienced panel provides a thorough guide to the nuances of pre-immigration tax planning, offering practical tips to help assist high net worth clients transition into the U.S. in a tax-efficient manner.
The panel will review these and other essential issues:
- What is the impact of COVID-19 to foreign individuals seeking to become U.S. residents?
- What are the crucial considerations in wealth preservation for a foreign individual becoming a U.S. resident for tax purposes?
- How to avoid anti-deferral rules in pre-immigration transactions
- How to navigate the EB-5 program through a regional center
To register for this webinar, click here or the button below.