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

5 (1)

Glen Wagstaff

Inter Vivos, PLLC

  • AFSP
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CTEC

Published: January, 2021

1.5 Credits


Subject Area


Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

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

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 )

1.5 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292380)

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

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00330-20-S)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.


  • 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Finance
  • Young CPA