Navigating US Immigration Law and Tax Complexities for High-Net-Worth Individuals

08/01/2025 37 min
Navigating US Immigration Law and Tax Complexities for High-Net-Worth Individuals

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Episode Synopsis

In this episode of Greenberg Traurig's Immigration Insights series, host Kate Kalmykov is joined by GT colleague and Tax Practice Shareholder, Erez Tucner, to explore the intersection of U.S. immigration and tax considerations for high-net-worth individuals. They discuss the implications of U.S. tax residency, strategies for tax planning before moving to the U.S., and the complexities of the exit tax for those relinquishing U.S. residency. They address the impact of estate taxes and the importance of aligning immigration and tax objectives. Lastly, Kate and Erez talk about individuals navigating the US immigration process and while managing global tax obligations.

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