Legal and Financial Planning Strategies for Immigrants in the US

  • CFP (US)
  • CPA (US)

Published: January, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • 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 :
    • Credits :
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
    • Advance Preparation :


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    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

    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.



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    Ratings and Review


    15 Ratings



    Very Good









    Michael Dayoub, CFP (US)

    Aug 18th, 2021

    A lot to cover there. Made me realize how little service we give to foreign nationals in my city.


    Edmund Ricker, CFP (US), EA

    Dec 11th, 2021

    Great webinar full of useful information!

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