A live 90-minute webinar with interactive Q&A. CLE/CPE Credit
1. Pre-Immigration Tax and U.S. Investment Planning for High Net Worth Individuals
2. Navigating the EB-5 Investor’s Visa Program, Leveraging Tax Credits and Avoiding Tax Traps
- DATE: Tuesday, April 26, 2016
- TIME: 1:00pm-2:30pm EDT, 10:00am-11:30am PDT
- REGISTRATION: Stafford Early Registration Discount Deadline, Friday, April 1, 2016
This CLE/CPE webinar will provide tax counsel and advisers with a comprehensive guide to the tax and investment planning challenges and opportunities for high net worth foreign clients seeking to immigrate to the United States. The panel will discuss strategies for minimizing the U.S. tax impact of foreign-source ordinary and capital income prior to establishing tax residency in the U.S., and will also detail the EB-5 program for nonresidents seeking to establish permanent residency through investment in the U.S. economy and the tax issues that can arise from participating in a regional center.
After completing this course, you will be able to identify the critical tax issues involved in pre-immigration tax planning. You will know how to evaluate when to accelerate income and gains, and how to design an asset transfer strategy to minimize U.S. taxation on preexisting foreign-based assets. You will also have a thorough understanding of the EB-5 investor visa program, and will be able to navigate the application process through the program’s regional centers.
Larry J. Behar, Esq., Managing Partner
Behar Law Group, Ft. Lauderdale, Fla.
Mr. Behar specializes in solving complex immigration issues generating business immigration solutions when representing entrepreneurs, investors, multinational companies, professionals and completes family reunification. He published two books in multiple languages, How to Immigrate to U.S.A. and EB-5 United States Immigration through Investment.
Richard S. Lehman, Atty
United States Taxation and Immigration Law, Boca Raton, Fla.
Mr. Lehman’s tax law practice focuses on an array of commercial transactions involving an international and domestic client base. He previously served as Senior Attorney, Interpretative Division, Chief Counsel’s Office, Internal Revenue Service, Washington D.C. He authored articles on taxation and was editor and contributing author of A Guide to Florida International Business and Investment Opportunities.