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Course Description

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:

  • Immigrants in the US – A Hidden Market for Financial Professionals
  • Healthcare and Immigrants
  • Deportation Issues related to family, property, and their business
  • International Property and proper planning
  • Tax issues for Immigrants
  • Insurance policies – how to effectively use them with international clients
  • Issues for immigrant business owners
  • Immigrants and Estate Planning – tax issues, property issues, and international law

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.

Webinar Qualifies for

  • 1.5 CPE credit of Finance for all CPAs
  • 1.5 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To recognize the US as a hidden markets for immigrant financial professionals
  • To identify healthcare and immigration as a developing business area for professionals
  • To explore deportation issues related to family, property, and their business
  • To recognize tax issues for immigrants
  • To recall insurance polies as an effective tool for international clients
  • To identify the issues for immigrant business owners
  • To recognize tax issues, property issues, and international law from immigrants and estate planning perspective

About Presenter

Glen Wagstaff

Managing Partner, Inter Vivos, PLLC

glen@intervivosplan.com

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. 

Our Mission:

To provide every family with access to quality estate planning that they can afford specific to their needs

Our Vision:

As a firm Inter Vivos, PLLC intends to become the first internationally recognized brand in quality estate planning services and to establish itself as an international law firm with offices in all fifty states and around the world. Inter Vivos intends to redefine the estate planning industry by carving out a new role for estate planning practitioners in niche planning within a troubled industry. By joining efforts, resources, and philosophies the firm as a whole will redefine the practice of law within estate planning by creating a new competitive model for practitioners within the industry.

Our Business Philosophy:

We Believe In:


  • Providing the highest quality of plans available at a reasonable cost
  • Maintaining long term meaningful relationships with our clients;
  • Working hand in hand with other professionals to provide a comprehensive planning experience which addresses a client’s holistic financial and legal situation;
  • Maintaining the integrity of legal practice within estate planning by providing ethical and affordable representation without condoning alternative solutions within the industry which would constitute the unauthorized practice of law;
  • Providing specialized representation rather than wandering into many separate areas of legal practice;
  • Providing adequate planning for any given client situation by providing affordable payment options without compromising the cost of those options; and in
  • Providing a platform for the dignified practice of law and a prosperous lifestyle to professionals working within the industry.

Our Approach to Planning:


A Life Plan

The greatest benefit of proper planning for most families is in protecting them against the risk of incapacity. Proper planning designates someone to manage affairs in your absence for when you are still alive but unable to do it for yourself.

 

A Transfer Plan

There are many costs which can affect the value of your estate and what is left to your heirs. A proper plan minimizes those costs by avoiding probate, planning around taxes, and properly funding entities.

 

A Family Plan

For many families the greatest concern after their passing is in making sure that everyone still gets along. Proper planning should incentivize proper behavior, avoid conflicts, and pass on your values to future generations.

 

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.6
(73)
73%
18%
8%
0%
1%
  • MB
    MONICA BRIONES
    Nov 19th 2020
    Grat topic that is reatly talked about.
JG
Jonathan Gavazzi , CPA
NA

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

IRS Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary

CTEC Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
The Mathematics of Estate Planning for IRAs After the Secure Act
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, November 24, 2020 | 11:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Planning for Your Clients’ Incapacity
Tuesday, November 24, 2020 | 11:00 AM EST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Estate Planning Fundamentals for IRAs 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
LET YOUR ACCOUNTING OR TAX PRACTICE GROW ON ITS OWN
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
Get Massive Results from your Staff: The Tools and Process you need to lead your team to flourish in productivity and profitability
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2020)
Tuesday, November 24, 2020 | 01:30 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1.5
  • CE Credits 1
  • IRS Course ID GEHNZ-T-00330-20-O
  • CTEC Course ID 6273-CE-0334
  • Subject Area Finance
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Young CPA Finance Director Senior Accountant VP Finance Accounting Managers Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
The Mathematics of Estate Planning for IRAs After the Secure Act
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, November 24, 2020 | 11:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Planning for Your Clients’ Incapacity
Tuesday, November 24, 2020 | 11:00 AM EST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Estate Planning Fundamentals for IRAs 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
LET YOUR ACCOUNTING OR TAX PRACTICE GROW ON ITS OWN
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
Get Massive Results from your Staff: The Tools and Process you need to lead your team to flourish in productivity and profitability
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2020)
Tuesday, November 24, 2020 | 01:30 PM EST View Details/Register