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Archive for May 2023

Episode 4: U.S. Gift and Estate Taxes: What You Need to Know

By pwsadmin | May 3, 2023

In this episode, Shannon and Steve discuss what you need to know gift and estate taxes in the United States, as well as how you can work to make sure that you avoid or minimize these taxes as much as possible.

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Episode 3: Basic Concepts in U.S. Immigration Planning

By pwsadmin | May 3, 2023

In this episode, Steve and Shannon discuss the basic concepts in immigration to the United States, covering topics from visas and status to green cards and citizenship.

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Recent Posts

  • Episode 9: Estate Planning For Non-U.S. Citizen Spouses
  • Episode 8: Rockstar Visas: Applying for a Visa Based on Extraordinary Ability
  • Episode 7: Transfer Certificates for the Inheritance of U.S. Assets
  • Episode 6: The Best Visa Strategies for an Entrepreneur
  • Episode 5: Retirement Planning Across Borders

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