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
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.
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
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
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.
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
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.6
(77)
71%
19%
8%
0%
1%
NF
Nancy Fowler ,
Dec 11th 2020
Since very few of my clients are immigrants or have income, assets, etc. in a foreign country, the information presented was most beneficial.
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