PODCAST Now Available 110-minute webinar with Q&A This event was recorded live with Stafford Publishing on Thursday, November 10, 2016 “Section 1341 “Claim of Right” Refunds: Calculating Tax Benefits, Avoiding Double Taxation on Repayments and Claw-Backs” Overview: The June 2016 tax court…
This presentation has recently been updated. This pre-recorded presentation is from a recent Stafford live event Part One; Pre-Immigration Tax and U.S. Investment Planning for Hight Net Worth Individuals. Part Two of this presentation includes; Navigating the EB-5 Investors Visa Program, Leveraging Tax Credits and Avoiding…
Navigating the EB-5 Investor’s Visa Program, Leveraging Tax Credits and Avoiding Tax Traps This is a recording of a 90-minute webinar with Q&A Podcast OUTLINE Residency and tax consequences Pre-immigration planning goals Avoiding anti-deferral rules Minimizing transfer tax impact EB-5…
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.
By Richard S. Lehman SEMINAR OUTLINE I. Principle Objectives A. Limited Personal and Asset Liability B. Single U.S. Tax C. Avoid Double Taxation – U.S. and Country of Investor D. Confidentiality E. Tax Planning (1) Eliminate U.S. Taxation of Real…
“The best rule to follow in the field of tax law is to plan legal matters and obtain precision advice in advance to insure commercial endeavors are completed at minimum tax costs and personal lives are minimally disrupted.” - Richard S. Lehman, Esq.
