Pre-Immigration Tax Planning: Fundamental Framework and Important Issues Explored!
Over the years, the number of foreign nationals and entities venturing and moving for business opportunities in the U.S. has significantly increased. Most of these Non-Resident Aliens (NRAs) who are prominent business owners owning significant businesses and income-producing services are very much unfamiliar with the complex U.S. immigration laws and tax system.
The U.S. Tax Code provides NRAs or high net worth individuals, the opportunity to engage in tax planning activity to minimize taxes and potential tax liabilities before finally moving to the U.S.
Thus, it is imperative for NRAs to ensure complete understanding of the tax laws to avoid potential financial losses and costly U.S. tax consequences.
Listen as a distinguished panel of thought leaders and professionals brought together by The Knowledge Group provide and present to the audience an in-depth analysis of the fundamental framework and all the important issues in pre-immigration tax planning. Speakers will go beyond the basics and provide their expert thoughts and opinions on how to maximize opportunities and minimize exposure to risks and threats surrounding this significant topic.
Key topics include:
- Pre-Immigration Tax Planning: Framework
- Identifying Potential Tax Liabilities and Consequences
- Long-term and Short-term Capital Gains
- Transaction Costs of Pre-Immigration Tax Planning
- Scope and Limitations
- Recent Trends and Developments
Robert C. Seiger, Partner
Archer & Greiner, PC
- Before we levy tax, we need to get you here. What are the “layers” required to enter the United States;
- What are Business Visitors and what can they do here?
- How has the process to get a Visa for a Student become stricter?
- Legal Immigration Under Attack! The tales of the H-1B and the H-2B.
- Sending your global employees to the United States.
- Is Permanent Residence (“Green Card”) worth pursuing in the current immigration climate.
Kenneth E. Ahl, Partner
Archer & Greiner, PC
David Allen, Partner
Katten Muchin Rosenman LLP
- When is a person a U.S. taxpayer
- Income tax planning
- Estate tax planning
Leon Dutkiewicz, Jr, Managing Partner
D&H Global Tax Group
- Business Tax Planning
- Global structuring acquisitions/divestitures
- U.S. Taxation of Resident Aliens and Non-Resident Aliens
Who Should Attend:
- Tax Attorneys
- Tax Litigators
- Tax Preparers and Practitioners
- Tax Advisers
- Tax Executives and Directors
- Tax Consultants
- U.S. Corporations and Foreign Corporations
David M. Allen's practice focuses on tax, succession and business planning for clients of significant wealth, including closely held business owners, private equity fund managers, art collectors, corporate executives and other professionals. He handles a wide variety of matters for these clients on local, national and international levels. David is highly skilled in advising clients with regard to tax, succession and charitable planning, probate administration, the integration of estate plans and corporate structures, and cross-border tax planning. He uses an interdisciplinary approach to present solutions to his clients by incorporating members of teams with experience in corporate, real estate, litigation, financial services and other areas of the law, as necessary.
David is a frequent lecturer on various topics. His speaking engagements include presentations regarding estate planning for Florida domiciliaries, trust decanting, estate planning of digital assets, income taxation of trusts, expatriation, and international trust and estate planning. Additionally, he teaches a class at John Marshall Law School on estate and gift tax. David is also a former co-chair of the Chicago Bar Association YLS Estate Planning Committee. While attending law school, David was an associate editor of the Michigan Law Review.
David M. Allen's practice focuses on tax, succession and business planning for clients of significant wealth, including closely held business …
Mr. Ahl’s practice concentrates in the area of taxation and includes business and individual tax planning, estate planning, trust and estate administration and tax litigation. He represents numerous clients in matters involving international taxation, including tax planning for non-resident aliens, dual citizens, green card holders and U.S. citizens residing abroad. He has extensive experience in U.S. tax issues involving foreign estates and trusts, and the use of tax treaties to avoid the double taxation of income and death taxes. He frequently works with immigration lawyers to plan for the tax issues of non U.S. citizen clients both coming to and exiting from the United States. He is very experienced in dealing with the special tax needs of U.S. citizens and green card holders residing abroad. He has counseled numerous taxpayers on Offshore Account Voluntary Disclosure Initiatives.
Mr. Ahl’s law career started with positions at the Department of State and at the National Office of the Internal Revenue Service, where he obtained a broad range of experience in international and tax issues. At the State Department, he determined issues of citizenship and dual nationality. At the IRS, he issued rulings and technical opinions dealing with numerous tax issues, including tax treaties, capital gains and sales and exchanges of property. He has an in-depth knowledge of the Internal Revenue Code and its regulations as well as in matters of state and local taxation. He has extensive experience in practicing before the IRS including the audit, appeal and collection process. He is a graduate of the University of Virginia Law School and is admitted to practice law in Pennsylvania, Virginia and The District of Columbia.
Mr. Ahl’s practice concentrates in the area of taxation and includes business and individual tax planning, estate planning, trust and …
Rob Seiger is a Partner in the Business Consulting Group of Archer & Greiner. Rob has 20 years of experience in business immigration assisting clients with all aspects of immigration strategy and compliance. Rob has unique experience assisting clients in the professional sports industry.
Rob Seiger is a Partner in the Business Consulting Group of Archer & Greiner. Rob has 20 years of experience …
Leon is a certified public accountant specializing in all aspects of international business and tax planning for businesses with operations in multiple countries and U.S. citizens resident abroad. His extensive international experience with manufacturers, professional services firms and real estate businesses includes structuring global acquisitions/divestitures, analyzing income tax treaty benefits, assisting with transfer pricing documentation and managing multi-state tax issues and compliance services. In addition, Leon provides personal tax planning and compliance services for the owners and employees of international entities.
With more than 20 years experience, he is frequently called upon to speak for professional organizations and has authored articles on various tax-related topics.
Leon is a certified public accountant specializing in all aspects of international business and tax planning for businesses with operations …
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About Katten Muchin Rosenman LLP
Katten is a firm of first choice for clients seeking sophisticated, high-value legal services in the United States and abroad. Our nationally recognized practices include commercial finance, corporate, environmental, financial services, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, and trusts and estates. Our more than 600 attorneys serve public and private companies, including a third of the Fortune 100, as well as a number of government and nonprofit organizations and individuals. We provide full-service legal advice from locations across the United States and in London and Shanghai
About Archer & Greiner, PC
Archer & Greiner is a full service, regional law firm with a reputation for providing the highest quality, result-driven legal services to corporate and individual clients. One of the largest law firms in the Delaware Valley and among the five largest in New Jersey, Archer & Greiner serves businesses and individuals throughout the region and in an increasing number of other states and jurisdictions. With a network of regional offices from Philadelphia to New Jersey, the firm has more than 175 lawyers practicing in all major legal disciplines including corporate, labor, commercial litigation, family, real estate, and many more.
About D&H Global Tax Group
D&H Global Tax Group focuses on U.S. tax issues affecting corporations and individuals with international activities and/or significant investments in the U.S. Our familiarity with global regulations and issues are unmatched. We focus on problems and solutions daily, that are rare to local accounting firms, ensuring the most favorable results for our clients.
We combine traditional accounting skills with the ability to structure enterprises in a worldwide tax efficient manner as a result of years of collaborating with tax lawyers and accountants throughout the world. Our partner-run London office allows direct access to experts that help to produce optimal outcomes on a global basis.
Global structuring and compliance
U.S. and foreign tax advising
U.S. tax planning and compliance