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PRE-IMMIGRATION TAX LAW FOR INDIVIDUALS IMMIGRATING TO THE U.S.

4.2 (295)

Richard Lehman

Lehman Tax Law

Wednesday, December 18, 2019 | 10:30 AM EDT

1.5 Credits

FREE

Subject Area

Taxes

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. In addition to the tax laws imposed by the national government, each U.S. state has its own tax laws on residents subject to its jurisdiction, thus creating a complex tax system. Because of this, foreign nationals and entities seeking to immigrate in the U.S. must first engage in pre-immigration tax planning to minimize tax exposure. Failure to create a proper plan could lead to unwanted tax burden.

Pre-immigration tax planning, however, is not a simple undertaking. It requires in-depth understanding of various rules and exceptions. This webinar is for all the accounting professionals who are offering the Pre-Immigration Tax planning services to their clients. It is very important for accounting professionals to understand that whatever advise they are offering must be compliant with the U.S. tax law and the laws imposed by each jurisdiction where the individuals are planning to immigrate.

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. The 1.5 hour webinar would cover : 

  • Different types of taxations pattern. 
  • What are various exceptional circumstances and special benefits ?
  • To understand "four tax planning principles".
  • Estate Taxes

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.

Who Should Attend?

  • CFO/Controller
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Pros
  • Young CPA

Testimonial

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4.2

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49%
29%
18%
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