No Immigration Representation Without [Awareness of] Taxation!

No Immigration Representation Without [Awareness of] Taxation!

No Immigration Representation Without [Awareness of] Taxation! (Live Seminar & Recording)
01/09/2025 02:00 PM ET - 03:30 PM ET
$199.00
No Immigration Representation Without [Awareness of] Taxation! (Seminar Recording)
$179.00
Live Event Date: 01/09/2025
Format Length CLE Eligible
Web Seminar 90 min. Yes

Learning when you need to insist that a client receives qualified tax help is crucial in immigration law. It can be difficult to understand and keep up with all the relevant issues because you are not a full-time tax practitioner. Don’t practice in a silo! Panelists will help you recognize and identify important tax issues so that you can provide the best support and representation to your clients.

Featured Topics:

  • Deadline basics: personal versus business taxes, extensions, payment deadlines, payment plan processes, and more
  • How to read a tax return: proving ability to pay and answering general revenue questions on immigration forms (including the I-140, I-129, and I-864)
  • Life decisions that require qualified tax professionals: pre-U.S. immigration tax planning, relinquishing permanent residence or U.S. citizenship
  • Delayed K-1s for entrepreneurial naturalization applicants
    • Explaining to a USCIS officer their often-late issuance, causing postponed tax filings and payment plans
  • Helping your client find the right tax professional: tax attorney, certified public accountant (CPA), or both!

AILA Membership Benefit – Access to Free Seminar Recordings (CLE Credit Available for $35)
Enjoy access to free seminar recordings (from October 2020–present) as an AILA Member. AILA encourages live attendance for those wishing to ask the speaker questions. CLE credit is included with purchase for live participants.

Recordings will be available approximately two weeks after the live event date. AILA members can access these seminars, with no CLE credit, for free. Recordings are CLE eligible in most jurisdictions and an administration fee is required to obtain CLE credit.

Contact us at cle@aila.org or visit AILA’s Web Seminar Recordings page for more information about receiving CLE credit for a web seminar recording.

Eligible participants can receive up to 1.8 CLE credit hours. AILA will administer CLE credit only to individuals who register and log into the web seminar. AILA cannot verify your attendance and participation in this program unless you register directly for the web seminar and use your name to log in to participate in the program. Therefore, persons who log in or listen in on the web seminar as part of a group will not be able to obtain CLE credit.

Please note that your jurisdiction may limit the amount of distance learning credit you can earn. To view details on your jurisdiction's credit restrictions and CLE requirements, visit the CLE Center.

AILA has filed for CLE and specialized credit in all jurisdictions with mandatory CLE requirements. For details about specific approvals, contact us at cle@aila.org.

  • AILA applies for accreditation upon attorneys’ request after participation for the following states: AR, DE, IA, ID, KS, KY, LA, ME, MN, MS, OR, TN and WY. Programs are typically approved.
  • Florida and Rhode Island - Attorneys must apply on their own for approval of seminars in FL and RI. Programs are typically approved.
  • The OnDemand Recording format does not qualify for CLE credit in the following jurisdictions: MO and PR. Please note that your jurisdiction may limit OnDemand credit based on the date of the original presentation. View the OnDemand Downloadable Expiration Chart for more details.

To receive CLE credit for the live event, attorneys must record web seminar attendance and the CLE code provided within one week of the web seminar date via webCLE.

Contact us at cle@aila.org or visit AILA’s Web Seminar Recordings page for more information about receiving CLE credit for a seminar recording.

Douglas D. Hauer (DL), Boston, MA
Douglas D. Hauer represents corporate, institutional, and individual clients in routine and complex immigration matters. He has in-depth experience advising companies on the immigration consequences of corporate restructuring, as well as representing clients in immigration-related investigations involving the US DOL, USCIS and FBI. Doug frequently speaks, writes and is often quoted in the press about immigration, corporate and securities law, and foreign investment.

Lilia Alcaraz Tocchini, Phoenix, AZ
Lilia Alcaraz Tocchini is certified as a specialist in Immigration and Nationality Law by the State Bar of California Board of Legal Specialization. She obtained an LL.M. in Taxation from the University of Denver, a JD from Arizona State University, and finished advanced training in international law at the Sorbonne in Paris, France. Licensed to practice in California and Arizona, Lilia has achieved notable success with multiple published decisions from the Ninth Circuit Court of Appeals. As a partner at Alcaraz Tocchini LLP, she brings her expertise to the forefront, focusing her practice on complex immigration matters, pre-immigration taxation, and pre-immigration estate planning strategies.

Jack D. Finkelman, Miami, FL
Jack D. Finkelman is a graduate of McGill University in Montreal, Canada (B.Com., 1972) and received his law degree from the University of Windsor Law School (LL.B., 1975).  He was admitted to The Bar in the Province of Ontario, Canada (1977) and The State of Florida (1979).  He is of counsel to the firm of Packman Neuwahl and Rosenberg in Coral Gables, Florida. 

Eduardo R. Arista, Partner, Holland & Knight, Miami, FL
Eduardo R. Arista is an Attorney and CPA with over 25 years of experience helping American and multinational families and private companies reduce their tax burden, protect their assets, and prepare for wealth transfer. Well known in the ultra-high net worth private client space, his Spanish fluency and international travel enhance his effectiveness with foreign clients, drawing on a network of professionals throughout Latin America, Spain, and beyond.

The speaker's/author's views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided are based on the speaker's/author's experiences and the current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and experiences may differ from your own.