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Tax and Immigration Planning Part 1 “Understanding U.S. Tax Residency”

Navigating the intersection of U.S. immigration law and federal tax obligations has never been more critical. In this program, Greenspoon Marder attorney’s Hector Chichoni and Ruben Gottlieb team up to demystify the often‑confused concepts of immigration status and tax residency, two distinct legal frameworks that frequently overlap in unexpected ways.

Drawing on decades of combined experience, Hector and Ruben walk listeners through essential topics affecting individuals entering or doing business in the United States, including:

  • The difference between immigration status and U.S. tax residency and why mixing them up can lead to costly mistakes
  • How U.S. taxation works on a global basis for citizens, green card holders, and those who meet the substantial presence test.
  • Why certain non‑immigrant visa holders, such as F‑1 and M‑1 students, J‑1 trainees, and Q visa holders, are exempt from counting U.S. days for tax‑residency purposes
  • The nuanced rules surrounding medical‑treatment visits and how those days may or may not count toward residency tests
  • The critical importance of coordinating immigration strategy with tax planning, especially during major life or business transitions
  • Real-world examples illustrating how timing, visa categories, asset holdings, and personal circumstances can dramatically impact tax exposure

Whether you’re relocating to the U.S., managing international assets, or advising global clients, this session provides practical clarity on issues that continue to confuse, even seasoned professionals.

Join Hector and Ruben for a candid, experience‑driven conversation that will help you understand your obligations, protect your assets, and plan more effectively in today’s evolving legal landscape.

If you have any questions or would like to connect with our speakers, please feel free to reach out to Hector and Ruben directly at the following:

[email protected] or call (305) 789-2744

[email protected] or call (305) 789-2785

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Featured Speaker:

  • Hector Chichoni, Partner, Immigration & Naturalization Practice Group, Greenspoon Marder
  • Ruben Gotlieb, Partner, International Wealth and Asset Planning and Wills, Trusts & Estates practice groups, Greenspoon Marder

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Learn more about Hector Chichoni and the Immigration & Naturalization Practice group at:

Learn more about Ruben Gotlieb, International Wealth and Asset Planning, and Wills, Trusts & Estates Practice Group at:

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https://www.gmlaw.com

This Greenspoon Marder LLP content is issued for informational purposes only and is not intended to be construed or used as general legal advice nor a solicitation of any type. Please contact the author(s) or your Greenspoon Marder LLP contact if you have any questions regarding the currency of this information. The hiring of a lawyer is an important decision. Before you decide, ask for written information about the lawyer’s legal qualifications and experience.

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