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The Key to Pre-Immigration Tax Planning

The Key to Pre-Immigration Tax Planning

by Leticia Balcazar | Nov 22, 2020 | Attorney Blogs, Insights

Tax planning to immigrate to the United States should commence before a foreign person applies for U.S. lawful permanent resident status (a green card). The key to pre-immigration tax planning is to control a client’s U.S. residency (or domicile) start date for U.S....

Your Family Comes First: A Responsible Adult’s Guide to Estate Planning and Asset Protection

by Jacob Stein | Dec 10, 2019 | Webcasts

During the holidays, we tend to focus more on our families and family obligations—our tendency is too often focused on fun and feel-good things and topics. Rarely do we consider doing something that is so truly important for our families – implementing a proper estate...

International Tax: Gift & Estate Tax Planning for Foreign Investors

by Jacob Stein | Jun 5, 2019 | Webcasts

Jacob Stein discusses what happens to U.S. assets of foreign investors when they gift them to their family. The U.S. imposes gift taxes and estate taxes on the transfer of assets. As a foreign investor, will these taxes apply?     FOLLOW US ON LINKEDIN   SEE...

Making Your Client Judgement Proof

by Jacob Stein | May 15, 2018 | Uncategorized, Webcasts

A one-hour presentation on Asset Protection.     FOLLOW US ON LINKEDIN   SEE MORE ALIANT...

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