Coming to America: Legal and financial planning challenges faced by practitioners when advising immigrant clients Thursday, August 17, 2017 | 2pm ET / 11am PT

This webinar will review the legal issues/challenges to becoming a citizen and then discuss the financial and tax planning issues, including:

• Income taxation of non-U.S. citizens

• 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 (different financial/objectives based on culture and upbringing).

Register Here