Legal and Financial Planning Strategies for Immigrants in the US

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Why should you be discussing International Planning with your Clients?

3 mins
What Type of Status

13 mins
What Rights do Foreigners Have?

20 mins
Deportation Planning

30 mins
Planning for Adjustment of Status

50 mins
Planning for Tax Residency

62 mins

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.

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

Recommended For

This Online CPE webinar on taxes is recommended for CPAs and Accounting Firms who wants to expand their business practice in supporting their clients’ financial planning.

Who Should Attend?

Accounting Firm
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Finance Pros
Young CPA

Course Qualification

Webinar Qualifies For

1.5 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
1.5 CE Credit for Certified Financial Planner (US) (Approval No. 292380)

Additional details

Course Level :

Basic
Credits :

1.5
Instructional Method :

QAS Self Study
Pre-requisites :

None
Advance Preparation :

None

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.

Presenter

About Presenter

Glen Wagstaff

Managing Partner, Inter Vivos, PLLC

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.

About Company

Inter Vivos, PLLC

www.intervivosplan.com/

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

FAQs content

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As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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