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White Paper

Global High Net Worth Investors: US Investments, Immigration & Tax Planning

 

With the complexities of US civil & criminal tax issues for failures of tax compliance, a global high net worth investor should consider alternatives.

For Global High Net Worth Investors who elect to immigrate to the United States, the pre-immigration planning is essential to minimize their tax implications. Under the current alternatives, an investor may gain a green card by an investment and application for an EB5 Visa. The EB5 Visa however subjects the investor to worldwide US income tax; US gift tax on gifts, and US estate tax on their death.

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Global High Net Worth Investors: US Investments, Immigration & Tax Planning

Agenda

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Global High Net Worth Investors: US Investments, Immigration & Tax Planning

Faculty

Gary S. Wolfe

The Wolfe Law Group

Our author, Gary S. Wolfe, has more than 34 years of experience, specializing in IRS Tax Audits and International Tax Planning/Tax Compliance, and International Asset Protection.

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Global High Net Worth Investors: US Investments, Immigration & Tax Planning

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