A panel discussion for legal practitioners and service providers on navigating EB-5 program requirements and critical investment, tax and estate planning considerations for U.S. inbound clients.
Tuesday, June 12, 2018
4 – 7 p.m.
Location: The Westin Bonaventure Hotel & Suites
404 S Figueroa Street Los Angeles, CA 90071
Note: CLE credit is pending approval.
With 10,000 green cards per year issued to participants in the U.S. EB-5 program, many immigrant investors are obtaining U.S. permanent residency. But before your client boards a plane and relocates to the U.S. there are critical investment, tax, estate and wealth planning considerations. Making informed decisions at the onset will protect your clients’ quality of life and that of their family members when they arrive in America.
Join Baker Tilly Capital and David Hirson & Partners for a valuable overview on investing through the EB-5 program and global mobility considerations for foreign nationals immigrating to the United States, as well as new green card holders.
Attendees will gain a thorough understanding of the continually changing EB-5 program and the many tax and personal financial planning challenges faced by foreign nationals immigrating to the U.S. The goal is to help advise high net-worth individuals on understanding the larger impact of their EB-5 investment and relocation decisions, and most importantly provide them with solutions to mitigate risk and improve success.
Discussion points to include:
- EB-5 overview and legislative update
- The role of the broker dealer in EB-5 transactions, complying with U.S. securities laws and the rules of professional ethics
- Common NOIDs, RFEs, and adjudication trends
- Overcoming investor hurdles (source of funds, money transfer, etc.)
- New markets
This panel discussion is geared towards legal practitioners and service providers seeking to help make their high net-worth clients’ transition to the U.S. smoother and more economically advantageous.