AVS – $500K Direct EB-5 Slots

With only 3 months to go before the price of EB-5 jumps from $500K TEA/$1M non-TEA to $900K TEA/$1.8M non-TEA, AVS EB5 is getting many inquiries from last-minute investors wanting to beat the clock.  As I explain below, we DO have a few DIRECT EB-5 slots remaining at the $500K level, but we are deferring the launch of our next Regional Center project offering until AFTER the price change.  Sounds crazy, right?  It isn’t.  Here’s the problem: Regional Center projects rely on complex econometric modeling to count jobs.  Let’s say a Regional Center project is raising $20M in EB-5 capital and is halfway there by November.  That means the first half of the investors in the EB-5 limited partnership will be $500K investors, but if the project is among the 95% of current projects on the market with false TEA status, that means the OTHER half of the investors will

Part 5: Pre-Immigration Planning via LatourLaw’s Family Office Services

Pre-Immigration Tax Planning – An Essential Few Execute Properly [IMPORTANT NOTE: The subject of global taxation is immensely complex and varies from jurisdiction to jurisdiction.  The scope of this article is broad and does not constitute legal advice.  Any individual concerned about global tax implications needs to discuss the subject in detail with qualified tax advisors in both their home country and in the foreign countries in which they are investing and/or considering as a future immigration destination.] This is the final posting for LatourLaw’s Five Part series on Pre-Immigration tax planning.

Part 4: Why We Like New Zealand Offshore Trusts

Pre-Immigration Tax Planning Via Offshore Trusts [IMPORTANT NOTE: The subject of global taxation is immensely complex and varies from jurisdiction to jurisdiction.  The scope of this article is broad and does not constitute legal advice.  Any individual concerned about global tax implications needs to discuss the subject in detail with qualified tax advisors in both their home country and in the foreign countries in which they are investing and/or considering as a future immigration destination.] In the early 1990s, when LatourLaw began working with high net worth clients planning for U.S.

Part 3: Offshore Trusts- An Alternative to Liquidation

Pre-Immigration Tax Planning Via Offshore Trusts [IMPORTANT NOTE: The subject of global taxation is immensely complex and varies from jurisdiction to jurisdiction.  The scope of this article is broad and does not constitute legal advice.  Any individual concerned about global tax implications needs to discuss the subject in detail with qualified tax advisors in both their home country and in the foreign countries in which they are investing and/or considering as a future immigration destination.] For many investors, the idea of liquidating their assets to avoid future immigration-triggered taxation is unpalatable.   In such cases, especially when the investor has extensive holdings abroad and is unable/unwilling to liquidate them, a properly structured offshore trust can provide the necessary legal insulation against future immigration-triggered taxation on global assets.

Part 2: Pre-Immigration Tax Planning

Part 2: Pre-Immigration Disposition of Assets: Options [IMPORTANT NOTE: The subject of global taxation is immensely complex and varies from jurisdiction to jurisdiction.  The scope of this article is broad and does not constitute legal advice.  Any individual concerned about global tax implications needs to discuss the subject in detail with qualified tax advisors in both their home country and in the foreign countries in which they are investing and/or considering as a future immigration destination.] Although there are some isolated exceptions, a person does not become liable for taxation in a given country until they become a “tax resident” of that country.  While getting U.S.

Pre-Immigration Tax Planning Via Offshore Trusts

LatourLaw Family Offices 5 Part Series Explaining Pre-Immigration Tax Planning, Options, and Strategies Part 1: The Importance of Pre-Immigration Tax Planning [IMPORTANT NOTE: The subject of global taxation is immensely complex and varies from jurisdiction to jurisdiction.  The scope of this article is broad and does not constitute legal advice.  Any individual concerned about global tax implications needs to discuss the subject in detail with qualified tax advisors in both their home country and in the foreign countries in which they are investing and/or considering as a future immigration destination.] With more and more wealthy families in Vietnam considering the option of international education for their children, programs like the U.S.

8/19 Visa Bulletin Projects Longer Vietnam Delays…But Don’t Panic!

Okay, my Vietnamese (and Indian) friends and investors, take a deep breath and let me explain why the new August Visa Bulletin is neither surprising…nor as horrible as it looks.  YES, it is true that the just-released bulletin appears to add a substantial amount of backlog time to EB-5 applicants from Vietnam and India, but remember:  the monthly Visa Bulletin is a static snapshot in time of the current projections, it is NOT evidence of what will actually happen in the future!