About to become a U.S. permanent resident through EB-5 but unsure how U.S. tax laws will affect your worldwide income, foreign assets, and financial accounts? Wondering what pre-immigration tax planning you should do before your green card is issued?

The tax consequences of U.S. permanent residence surprise many EB-5 investors. The United States taxes permanent residents on their worldwide income—not just U.S.-source income—and requires disclosure of foreign financial accounts and assets that may have been entirely private in your home country. Investors who do not plan before immigrating often face retroactive tax obligations, foreign account penalties, and missed planning opportunities that could have saved significant money. The pre-immigration planning window is narrow and cannot be recovered once your green card is issued.

This course solves that. Across 5 focused modules, you will learn how U.S. tax residency works, how EB-5 investment income is taxed, what FBAR and FATCA reporting requires, how state taxes and treaty benefits affect your situation, and how to work with qualified tax professionals to optimize your position.

Each module addresses a distinct tax dimension: residency determination rules, worldwide income reporting, FBAR and FATCA compliance, foreign trust and corporation reporting, and pre-immigration restructuring strategies. Ten case scenarios demonstrate how pre-immigration tax planning—or the absence of it—affected investors' overall financial outcomes, sometimes costing unprepared investors more in taxes than they anticipated gaining from their green card.

This course is for prospective EB-5 investors who have not yet become permanent residents, current conditional residents managing their first U.S. tax obligations, and immigration professionals who want to advise clients on the importance of pre-immigration tax planning.

Start today and gain the knowledge to understand your tax obligations, plan before immigration, and avoid the costly mistakes that affect EB-5 investors who do not prepare.

About to become a U.S. permanent resident through EB-5 but unsure how U.S. tax laws will affect your worldwide income, foreign assets, and financial accounts? Wondering what pre-immigration tax planning you should do before your green card is issued?

The tax consequences of U.S. permanent residence surprise many EB-5 investors. The United States taxes permanent residents on their worldwide income—not just U.S.-source income—and requires disclosure of foreign financial accounts and assets that may have been entirely private in your home country. Investors who do not plan before immigrating often face retroactive tax obligations, foreign account penalties, and missed planning opportunities that could have saved significant money. The pre-immigration planning window is narrow and cannot be recovered once your green card is issued.

This course solves that. Across 5 focused modules, you will learn how U.S. tax residency works, how EB-5 investment income is taxed, what FBAR and FATCA reporting requires, how state taxes and treaty benefits affect your situation, and how to work with qualified tax professionals to optimize your position.

Each module addresses a distinct tax dimension: residency determination rules, worldwide income reporting, FBAR and FATCA compliance, foreign trust and corporation reporting, and pre-immigration restructuring strategies. Ten case scenarios demonstrate how pre-immigration tax planning—or the absence of it—affected investors' overall financial outcomes, sometimes costing unprepared investors more in taxes than they anticipated gaining from their green card.

This course is for prospective EB-5 investors who have not yet become permanent residents, current conditional residents managing their first U.S. tax obligations, and immigration professionals who want to advise clients on the importance of pre-immigration tax planning.

Start today and gain the knowledge to understand your tax obligations, plan before immigration, and avoid the costly mistakes that affect EB-5 investors who do not prepare.