CLE Course Details

Coming to America: A Legal Guide to Pre-Immigration Income Tax Planning

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Price: $29
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  • Description

    The durability of U.S. taxes is evident in how it follows you no matter where you go. Leaving the country does not allow you to leave your tax responsibilities behind and it’s important to create a tax plan in advance. This CLE course will outline the important information necessary for pre-immigrant tax planning and will involve a discussion of:

    • Non-Resident Alien vs. Resident Alien tax status
    • The Impact of Status on Taxable Income
    • The Effect of Treaties
    • Determination of Income Tax Residency Start Dates
    • Applicable Test Standards
  • Instructor Bio

    Richard Lehman

    Richard S. Lehman is a graduate of Georgetown Law School and obtained his Master’s degree in taxation from New York University.

    He has served as a law clerk to the Honorable William M. Fay, U.S. Tax Court and as Senior Attorney, Interpretative Division, Chief Counsel’s Office, Internal Revenue Service, Washington D.C.

    Mr. Lehman has been practicing in South Florida for more than 38 years. During Mr. Lehman’s career his tax practice has caused him to be involved in an extremely wide array of commercial transactions involving an international and domestic client base.

    Mr. Lehman has authored a number of articles on taxation and was the Editor and Contributing Author of “A Guide to Florida International Business and Investment Opportunities,” an informative guide to foreign business persons published by the Florida Department of Commerce, and translated in German, Spanish and Japanese.