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Coming to America: Legal and financial planning challenges faced by practitioners when advising immigrant clients

Thursday, August 17, 2017 | 2pm ET / 11am PT

Archived versions of webinars are available on demand 24 hours after broadcast.

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).

Jonathan Shenkman
Financial Advisor
& Co. Inc

Steve Maggi
Managing Partner
SMA Law Firm

Jay Scheidlinger
Trust & Estate

Anna Sulkin
Legal Editor
Trusts & Estates

Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.

TAGS: Resources