As we kick off the new year, you are invited to listen to Episodes 1 and 2 of Greenberg Traurig’s Big Law Redefined Podcast’s Immigration Insights series titled, “Navigating the EB-5 Program: Insights and Updates” and “Navigating US Immigration Law and Tax Complexities for High-Net-Worth Individuals.”

In the first episode, attorneys Kate Kalmykov and Jennifer Hermansky discuss the intricacies of the EB-5 Immigrant Investor Visa Program. They cover the program’s history, recent changes under the EB-5 Reform and Integrity Act, and strategies for navigating the reserved visa set aside categories. The episode highlights the importance of lawful source and path of funds, concurrent filing benefits, and the impact of mandamus actions on processing delays. With over 8,000 EB-5 investors represented, Kate and Jennifer address leveraging the EB-5 program to obtain U.S. permanent residency.

In the second episode, 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 United States, 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 U.S. immigration process and while managing global tax obligations.

The Immigration Insights podcast series is designed to help business leaders, in-house counsel and human resources personnel, immigrant investors, and entrepreneurs navigate recent legislative, regulatory, litigation, and administrative developments in immigration law. The podcast will also highlight the intersection of immigration law with other areas of law including employment, tax, and international trade, as well as provide key takeaways for strategies and compliance. The Greenberg Traurig Global Immigration & Compliance Practice leverages the firm’s breadth of experience across the United States, as well as its international offices, to provide clients with tailored strategies for achieving their immigration goals worldwide.

The podcast is available on the Greenberg Traurig websiteApple Podcasts, and the Inside Immigration Blog

To listen to the podcast, use the link below and share with others who may be interested.

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Photo of Kate Kalmykov Kate Kalmykov

Kate Kalmykov Co-Chairs the Immigration & Compliance Practice. She focuses her practice on business immigration and compliance. She represents clients in a wide-range of employment based immigrant and non-immigrant visa matters including students, trainees, professionals, managers and executives, artists and entertainers, treaty investors

Kate Kalmykov Co-Chairs the Immigration & Compliance Practice. She focuses her practice on business immigration and compliance. She represents clients in a wide-range of employment based immigrant and non-immigrant visa matters including students, trainees, professionals, managers and executives, artists and entertainers, treaty investors and traders, persons of extraordinary ability and immigrant investors.

Kate has deep experience working on EB-5 immigrant investor matters. She regularly works with developers across a variety of industries, as well as private equity funds on developing new projects that qualify for EB-5 investments. This includes creation of new Regional Centers, having projects adopted by existing Regional Centers or through pooled individual EB-5 petitions. For existing Regional Centers, Kate regularly helps to prepare amendment filings, file exemplar petitions, address removal of conditions issues and ensure that they develop an internal program for ongoing compliance with applicable immigration regulations and guidance. She also counsels foreign nationals on obtaining greencards through either individual or Regional Center EB-5 investments, as well as issues related to I-829 Removal of Conditions.

Kate also works with various human resources departments on I-9 employment verification matters as well as H-1B and LCA compliance. She regularly counsels employers on due diligence issues including internal audits and reviews, as well as minimization of exposure and liabilities in government investigations.

Photo of Jennifer Hermansky Jennifer Hermansky

Jennifer Hermansky focuses her immigration practice on employment-based immigration. Jennifer has experience serving health care, pharmaceutical and real estate industries, as well as entrepreneurs, scientists and researchers in scientific communities for a wide range of temporary visa options and permanent residence solutions.

Photo of Erez I. Tucner Erez I. Tucner

Erez I. Tucner is an experienced business and tax lawyer who focuses on structuring and negotiating the legal, business and tax aspects of complex multimillion-dollar domestic and cross-border mergers and acquisitions.

He has wide-ranging experience with the structuring and formation of domestic and…

Erez I. Tucner is an experienced business and tax lawyer who focuses on structuring and negotiating the legal, business and tax aspects of complex multimillion-dollar domestic and cross-border mergers and acquisitions.

He has wide-ranging experience with the structuring and formation of domestic and offshore private equity funds, family offices, and hedge funds and their investments in the United States, Latin America, Europe, Israel and worldwide.

Erez counsels high-net-worth individuals on their businesses, investment assets, and real property (including U.S. real property planning under FIRPTA).

He also represents corporate and individual taxpayers in tax audits and other tax controversy matters.