Webinar: Pre-Residency Tax Planning

Presenter: Phil Hodgen

Has a client mentioned moving to the U.S.? Many incoming residents are not aware of the amount of tax filing obligations they will have. This webinar covers key strategies to prepare for U.S. residency under IRC §7701(b), including timing income recognition, managing foreign assets, and understanding reporting obligations like FBAR and Form 8938. We’ll explore practical steps to minimize future tax exposure and avoid surprises once residency begins.