Overview
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Why should you be discussing International Planning with your Clients?
3 mins
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What Type of Status
13 mins
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What Rights do Foreigners Have?
20 mins
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Deportation Planning
30 mins
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Planning for Adjustment of Status
50 mins
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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