In this episode of GT’s Immigration Insights podcast, attorneys Kate Kalmykov and Gennette Faust discuss pre-immigration tax planning considerations for high-net-worth foreign nationals. The conversation covers topics ranging from the substantial presence test and passive foreign investment companies to estate tax implications and the U.S. expatriation tax regime.
Greenberg Traurig Global Immigration and Compliance Practice Co-Chair Kate Kalmykov will present on a webinar on Jan. 15, 2026, offering tax counsel and advisers with a comprehensive overview of pre-immigration tax and investment planning challenges and opportunities under current tax law.
In this episode of Greenberg Traurig’s Immigration Insights podcast series, host Kate Kalmykov is joined by GT colleague and Tax Practice Shareholder, Erez Tucner, to explore the intersection
Continue Reading Immigration Insights Episode 2 | Navigating US Immigration Law and Tax Complexities for High-Net-Worth Individuals
Please join GT Shareholders Kate Kalmykov, Erez Tucner, and Cynthia Marian for the next lunch-and-learn.
The program will discuss:
Key U.S. tax considerations for foreign
Continue Reading June 5 EVENT | Foreign Funds Investing or Operating in the United States – Key Tax, Regulatory, and Immigration Updates
Please join Greenberg Traurig shareholders Kate Kalmykov, Barbara Kaplan, and Marc Selden for an informative discussion on the importance of pre-residency tax planning for foreign nationals in the
Continue Reading Dec. 5 EVENT | International Pre-Residency Tax Planning for High-Net Worth Individuals
On Nov. 2., Greenberg Traurig, LLP’s Global Immigration & Compliance Practice will launch a live lunch-and-learn series on emerging trends impacting investors and employers. Immigration & Compliance, Tax, Financial
Continue Reading Starting Nov. 2, GT’s Global Immigration & Compliance Practice Presents Lunch-and-Learn Business Immigration Seminar SeriesThis is the fourth post in a series that discusses how EB-5 investors and their dependents can maintain eligibility for permanent residence and I-829 Petition approval. This blog focuses on
Continue Reading Maintaining Eligibility for Permanent Residence for EB-5 Investors: Criminal Issues and Taxes
On Sept. 9, 2015, the IRS issued long-awaited guidance on the 2008 legislation relating to gifts to United States persons made by former U.S. citizens and long-term residents who expatriate
Continue Reading IRS Proposes Rules for Tax on Gifts From Expatriates
On June 26, the IRS announced a new streamlined tax compliance procedure for non-resident U.S. citizens and green card holders, effective September 1, 2012.
Continue Reading Non-Resident U.S. Citizens and Green Card Holders Afforded a Streamlined Tax Compliance Program
While many EB-5 investors are aware of tax planning measures they should take in anticipation of becoming U.S. permanent residents, they are often unfamiliar with financial requirements that become effective
Continue Reading IRS Releases New FAQs for its Offshore Voluntary Disclosure Program