Prepare for your transition to the U.S. with expert financial advice tailored for EB-5 investors.
Making the move to the U.S. through the EB-5 program involves more than just securing your visa. Navigating the complex world of U.S. taxes, banking, insurance, and asset protection is crucial for long-term financial success and peace of mind. Join us for a comprehensive webinar that will help equip you with the knowledge and strategies you need to thrive as a new U.S. resident.
Webinar Details
📅 Wednesday, June 18, 2025
🕛 12:00 PM (EDT)
📍 Via Zoom
What You’ll Learn
- Pre-Application Awareness: Understand the key financial issues EB-5 holders should be aware of before applying, including taxation on worldwide income and consequences for overseas assets.
- Common Challenges in the U.S.: Learn about the prevalent issues EB-5 clients face upon arriving in the U.S., including banking challenges and the importance of proper insurance.
- EB-5 Investment Awareness: Understand the tax consequences of EB-5 investments and strategies for protecting your assets given your visa status, such as trusts and LLCs.
- Estate Management Essentials: Ensure your estate planning documents from your home country and the U.S. are aligned, including handling marriage, children, and protecting assets.
Speakers
- Peter Calabrese, CEO, CanAm Investor Services
- Paul Fegan, Managing Director & Co-Founder, Navis Wealth Management
- Jason Auerbach, Managing Director, Navis Wealth Management
