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Course Description

Almost one million foreign individuals are relocating to the United States to find a permanent home in America every year. Many of these immigrants owned substantial wealth that they have made during the course of their lifetimes, which have nothing to do with success in the United States. Care needs to be taken by these individuals in order to ensure that they are not paying taxes on gains and earnings that have accrued before they became U.S. taxpayers. There are several techniques can be used to ensure there is no tax in the U.S. on gains and earnings accrued before U.S. residency. This seminar will review the principals behind these techniques and the techniques themselves.

Learning objectives

  • Explore the tax pattern that the new foreign investor will face in the United States.
  • Identify the different taxes the immigrant tax resident must be concerned with regarding both his or her worldwide income and wealth.
  • Discover the U.S. investments that are designed to result in tax savings.
  • Recognize that the United States is not a country of high taxes.
  • Learn the rules of residency for different persons, such as students, teachers, etc.

About Presenter

Over the past 49 years, Richard S. Lehman has established a sophisticated private practice focusing on tax law. His background, education, and experience have distinguished him in this complex field. A published author and noted speaker, Mr. Lehman has carved a reputation as a powerful client advocate. He is a graduate of Georgetown Law School with a Master’s of tax law from New York University Law School and four years of government service as a senior attorney with the Chief Counsel’s Office of the Internal Revenue Service and as a law clerk on the U.S. Tax Court. Unique to his practice is his position as a sole practitioner. A one-time partner in one of the nation’s largest law firms, Mr. Lehman has found that practicing on his own matches his client’s entrepreneurial spirit. Central to Mr. Lehman’s practice is recognizing that legal needs do not exist in a vacuum.

Today’s tax and financial planning landscape is a complex one, undergoing constant change. If businesses and individuals expect to make the proper moves, keep abreast of changing legislation, and make sure that they legally pay the least amount of taxes, they must rely on tax attorneys. Richard S. Lehman, Esq. has been meeting these needs when it comes to dealing with the federal tax law for more than three decades.Mr. Lehman has a broad network of contacts in the legal profession on every continent

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.

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

4.4
(165)
30%
40%
20%
10%
0%
KL
Kelvin Law , EA
If possible, please add illustrations.
HF
Harrold Flemins , CPA
Good job with a techically complex subject.
AM
Albert Miller , CFP
This was one of the best webinars I attended...!
EM
Elsa Marquina , EA
Excellent
DK
David Kropp , Attorney
Interesting webinar by a very experienced professional.

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

upcoming Live CPE Webinars

Building a Framework for Regulatory Ethics
Friday, February 21, 2020 | 09:00 AM EST View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Friday, February 21, 2020 | 11:00 AM EST View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Friday, February 21, 2020 | 12:00 PM EST View Details/Register
Characteristics of Management involved in Financial Reporting Fraud
Friday, February 21, 2020 | 01:00 PM EST View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2019 Tax Season
Friday, February 21, 2020 | 02:30 PM EST View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Monday, February 24, 2020 | 09:00 AM EST View Details/Register
THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT
Monday, February 24, 2020 | 11:00 AM EST View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Monday, February 24, 2020 | 12:00 PM EST View Details/Register
Advanced Ethical and Liability Subjects of Conflicts of Interest, Independence, Fiduciary Duty, and Tax Ethics Liability (Latest 2020)
Monday, February 24, 2020 | 01:00 PM EST View Details/Register
Communicating Financial Information to Non-Financial People
Monday, February 24, 2020 | 02:00 PM EST View Details/Register
A Brief History of Marriage in the Tax Code
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Introduction to the Professional Knowledge Firm (aka Firm of the Future)
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Best Practices for Lease Accounting Adoption: Lessons Learned
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Household Employment: 2020 Tax & Labor Law Updates
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Irrational Logic: How Our Brain Wiring Impacts Financial Decisions
Tuesday, February 25, 2020 | 01:30 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1.5
  • CE Credits 1
  • IRS Course ID GEHNZ-T-00013-19-O
  • Subject Area Taxes
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Finance Pros Tax Attorney Tax Practitioners CFO/Controller Others Non Profit Pros CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Auditors Tax Firm Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

Building a Framework for Regulatory Ethics
Friday, February 21, 2020 | 09:00 AM EST View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Friday, February 21, 2020 | 11:00 AM EST View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Friday, February 21, 2020 | 12:00 PM EST View Details/Register
Characteristics of Management involved in Financial Reporting Fraud
Friday, February 21, 2020 | 01:00 PM EST View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2019 Tax Season
Friday, February 21, 2020 | 02:30 PM EST View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Monday, February 24, 2020 | 09:00 AM EST View Details/Register
THE POWER OF ZERO: HOW TO GET TO THE 0% TAX BRACKET IN RETIREMENT
Monday, February 24, 2020 | 11:00 AM EST View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Monday, February 24, 2020 | 12:00 PM EST View Details/Register
Advanced Ethical and Liability Subjects of Conflicts of Interest, Independence, Fiduciary Duty, and Tax Ethics Liability (Latest 2020)
Monday, February 24, 2020 | 01:00 PM EST View Details/Register
Communicating Financial Information to Non-Financial People
Monday, February 24, 2020 | 02:00 PM EST View Details/Register
A Brief History of Marriage in the Tax Code
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Introduction to the Professional Knowledge Firm (aka Firm of the Future)
Tuesday, February 25, 2020 | 12:00 PM EST View Details/Register
Best Practices for Lease Accounting Adoption: Lessons Learned
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Household Employment: 2020 Tax & Labor Law Updates
Tuesday, February 25, 2020 | 01:00 PM EST View Details/Register
Irrational Logic: How Our Brain Wiring Impacts Financial Decisions
Tuesday, February 25, 2020 | 01:30 PM EST View Details/Register