CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Legal and Financial Planning Strategies for Immigrants in the US

4.6 (78)

Glen Wagstaff

Inter Vivos, PLLC

Monday, June 14, 2021 | 10:00 AM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00330-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0334)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00330-20-O)

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers (Approval No. GEHNZ-T-00330-20-O)

1.5 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-T-00330-20-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

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. This Online CPE Webinar covers 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.

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

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 78
    [average] => 4.5897
)
 

4.6

(78)
71%
21%
8%
0%
1%

NF

Since very few of my clients are immigrants or have income, assets, etc. in a foreign country, the information presented was most beneficial.

MB

Grat topic that is reatly talked about.

XL

Great webinar.

JG

NA