Please join Greenberg Traurig shareholders Kate KalmykovBarbara Kaplan, and Marc Selden for an informative discussion on the importance of pre-residency tax planning for foreign nationals in the United States applying for permanent residency. 

The panel will address:

  • Taxation on worldwide income
    • U.S. federal income tax
    • U.S. federal estate and gift tax; generation skipping transfer tax considerations
    • State and local tax considerations
  • Examining proactive measures foreign nationals can take prior to obtaining permanent residency in the United States to minimize their tax liability
  • Post-residency tax strategies to implement if pre-residency tax planning was not performed

Who Should Attend:

  • F-1 and J-1 students, exchange students and scholars, researchers
  • Students working pursuant to OPT and STEM OPT
  • H-1B visa holders
  • L-1 visa holders
  • E-1 and E-2 visa holders
  • Mexican and Canadian TN visa holders
  • O-1 Extraordinary Ability visa holders
  • B1/B2 visitors considering moving to the United States
  • Adjustment of status applicants
  • Recent LPRs


The lunch-and-learn program will take place in-person at Greenberg Traurig’s NYC office in One Vanderbilt on Tuesday, Dec. 5 at 12 – 2:00 p.m. ET.


To RSVP for the Dec. 5 program, please click here.

This event is part of a series on emerging trends impacting investors and employers. To RSVP to future scheduled Lunch-and-Learn programs, please click here.