<!--CPE--> Coming to America: Pre-Immigration Tax and Estate Planning Considerations
This webinar will review the legal issues/challenges to becoming a citizen and then discuss relevant financial, tax, and estate planning topics. Some topics covered will include: Income taxation, treaty planning for the income tax implications, tax reporting requirements, international estate planning issues, how clients should handle assets in their home country, use of offshore funds, how taxes relate to portfolio management and cultural differences. Topics & Learning Objectives Include: Immigration Planning: Overview of the immigration process Getting a Green Card: Overview Process to get it Is it necessary The EB-5 program: Overview How it works Best practices for advisors to consider when speaking to their clients about this program Tax and Estate Planning: The primary tax goals that pre-immigration planning achieves Strategies that are available to minimize the tax impact of becoming a tax resident and when to implement How is a trust defined for United St