EB-5 Investment Immigration & the Puerto Rico Advantage

Jeremy Babener

Structured and Consulting

Jeremy Babener is the President of Structured Consulting and previously served in the U.S. Treasury’s Office of Tax Policy.

Roberto Santos

Trusts & Taxes

Roberto Santos is the President of Trusts & Taxes and advises clients on corporate finance, tax, and immigration matters.

Live Video-Broadcast: June 24, 2022

EB-5 Investment Immigration & the Puerto Rico Advantage

Accrediation Provided by:

MCLE Credit Information:

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Receive access to recorded class and earn self-study credit. Recording is made available 5 business days after live broadcast.

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Program Summary

Foreigners who can invest $1 million can secure permanent residence in the U.S. through the EB-5 program. This CLE will walk through EB-5’s requirements and process. The $1 million requirement is cut in half when foreigners invest in “targeted areas." This CLE will discuss the pros and cons of targeted-area investing. In particular, the speakers will focus on the many benefits of investing in Puerto Rico, which offers business, tax, and other significant advantages.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

How to determine eligibility for EB-5 immigration
How to successfully apply for an EB-5 visa
Why to invest in a “targeted area"
When investing in Puerto Rico offers better results

Date / Time: June 24, 2022

2:00 pm – 4:10 pm Eastern
1:00 pm – 3:10 pm Central
12:00 pm – 2:10 pm Mountain
11:00 am – 1:10 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch the Program "live" in real-time, must sign-in and watch the program on the date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via the on-demand library and watch the program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Jeremy Babener | Structured and Consulting

Jeremy Babener is the President of Structured Consulting and previously served in the U.S. Treasury’s Office of Tax Policy. He consults on a variety of personal and business arrangements, often focusing on domestic and international tax treatment.

Roberto Santos | Trusts & Taxes

Roberto Santos is the President of Trusts & Taxes and advises clients on corporate finance, tax, and immigration matters. He regularly helps clients secure their EB-5 investor visa by helping identify and evaluate investment opportunities to suit their particular needs.

Agenda

I. How to determine eligibility for EB-5 immigration | 2:00pm – 2:30pm

II. How to successfully apply for an EB-5 visa | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Why to invest in a “targeted area” | 3:10pm – 3:40pm

IV. When investing in Puerto Rico offers better results | 3:40pm – 4:10pm