Gain an understanding of when a visa holder is subject to U.
S. taxation.Learn when a person is required to file a U.S. income tax return as a U.S. income tax resident reporting worldwide income and information returns reporting worldwide assets. You will also learn what exceptions exist to avoid classification as a U.S. resident and how to escape worldwide income and transfer taxation when otherwise qualifying as a U.S. resident.
Agenda
Faculty
Kevin E. Packman
Holland & Knight LLP
- Attorney in Holland & Knight’s Private Wealth Services Group, where he leads the firm’s International Estate Planning Group
- Practice includes advising high-net-worth private clients (whether U.S. or foreign) with tax, trusts, and estates; this also includes pre-immigration planning and expatriation planning
- Helps clients come into compliance and resolve tax controversies
- Represents clients daily before the Internal Revenue Service (IRS) and has represented clients before the U.S. Tax Court
- Fellow of both the American College of Tax Counsel (ACTC) and the American College of Trusts & Estates Counsel (ACTEC)
- Frequent writer and regularly speaks at national and international tax conferences; he is also frequently quoted by the national media
Jeffrey S. Levin
Squire Patton Boggs LLP
- Senior Partner with Squire Patton Boggs
- Practice includes federal, state, and local taxation; estate planning, trusts, and estates administration; charitable giving; and succession planning for closely-held businesses
- Practice concentrates on income, estate, and gift tax planning for U.S. and non-U.S. clients and the use of domestic and foreign trusts
- His U.S. tax practice also includes guidance on various individual, entity, and fiduciary state and local income and sales and use tax compliance considerations
- Received the highest ranking for legal ability and professional ethics from the Martindale-Hubbell Peer Review Ratings
- Member of the Society of Trust and Estate Practitioners, an international organization for estate practitioners; the New York State Bar Association’s Tax, and Trusts and Estates Law Sections; the American Bar Association’s Tax, and Real Property, Trust and Estate Sections; and a member of the New York City Tax Club
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
