Podcasts / CalCurrent

Pre-Immigration Tax Planning 101

March 25, 2021
Join estate planning partner Steffi Hafen has she outlines the tax implications to consider if you are immigrating to the U.S. or are a citizen of multiple countries or have multi-country residency. On this episode, Steffi discusses how immigration status can affect the application of different tax regimes, including the U.S. income tax and U.S. transfer tax system, what the standards are for U.S. status that could subject you to different tax rules and the different types of pre-immigration planning you may want to consider.


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