Legal and Financial Planning Strategies for Immigrants in the US 1.5 Credits
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The United States of America is still the land of golden opportunity for many and draws immigrants from all over the world. It is an attractive destination for foreign persons moving away from their home countries. This not only opens the door to career opportunities but also to new tax obligations. For such individuals, immigration tax planning, and in some cases pre-immigration tax planning, helps to avoid surprises and optimize the tax situation before arriving.
In this value-packed webinar, the speaker is going to cover a lot of ground about the subject. The webinar includes the following key topics:
This is going to be a very attractive webinar especially for the professionals who are practicing in immigration tax planning, or planning to develop and grow business in this niche.
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Practicing Attorney specializing in niche areas of Estate
Planning and Probate law. Founding Member and Managing Partner of Inter Vivos,
PLLC
Financial Consultant with
experience in client relations, personal financial planning, group
presentations, hiring interviews, and client consultations.Â
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
NF
Since very few of my clients are immigrants or have income, assets, etc. in a foreign country, the information presented was most beneficial.
MD
A lot to cover there. Made me realize how little service we give to foreign nationals in my city.
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