Barbri Webinar - Pre-Immigration Tax and U.S. Investment Planning: Foreign-Source Income, Establishing Tax Residency, EB-5

Greenberg Traurig Global Immigration and Compliance Practice Co-Chair Kate Kalmykov will present on a webinar on January 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. The panel will discuss strategies for minimizing the U.S. tax impact of foreign-source ordinary and capital income before establishing U.S. tax residency, provide an overview of the current EB-5 program for nonresidents seeking to establish permanent residency through investment in the U.S. economy, and examine tax planning opportunities for structuring U.S. investments. Joining Kate on the panel are George McCormick of BakerHostetler and Connor Southwell of Withum Smith + Brown, PC.