Frequently Encountered Taxation Issues to Consider-Downloadable Recording

Frequently Encountered Taxation Issues to Consider-Downloadable Recording

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Recording Date 5/21/15
CLE Eligible Yes
Length 90 min.
Format Audio Seminar
SKU AS2015-05-21-DL
Clients frequently request advice on personal tax issues. These questions involve hybrid knowledge of immigration law and federal tax law and process. This continually encountered topic emphasizes the need to stay abreast of necessary information in order to provide clear advice to clients and avoid doing harm. This seminar examines commonly encountered questions by clients, as well as general caveats with regard to taxes on a personal level.

Key Topics Include:

  • Filing Options: Head of Household vs. Married Filing Jointly vs. Married Filing Separately, and Dependents
  • How Does an Individual Obtain an ITIN and Is the ITIN Available to Anyone Whether or Not the Individual Is Documented?
  • Important Considerations and Red Flags When Analyzing a Tax Return Before Submitting to USCIS, EOIR, or NVC
  • Whether To and When To Amend Tax Returns
  • Problems Caused by FATCA and Related Taxation of Foreign Nationals Abroad
  • What Role Will Tax Filings Play in Executive Action and Other Immigration Reform?
AILA has filed for MCLE and specialized credit in appropriate jurisdictions. To receive CLE credit, attorneys must record seminar attendance and the CLE code provided via webCLE. Eligible participants can receive up to 1.8 CLE credit hours.

The OnDemand Recording format does not qualify for CLE credit in the following jurisdictions: AR, IA, KS, MN, RI, and TN.

Please note that your jurisdiction may limit OnDemand credit based on the date of the original presentation. Please view the OnDemand Downloadable and CD-Rom Expiration Chart for more details. Your jurisdiction may also limit the amount of distance learning credit you can earn. To view details on your jurisdiction's credit restrictions and CLE requirements, please visit the CLE Center. For more information on specific approvals, e-mail

Clayton Eugene Cartwright Jr. (dl), Columbus, GA
Clayton E. Cartwright, Jr., is the founding member of The Cartwright Law Firm, LLC, which specializes in the areas of international taxation and employee benefits. In the area of international taxation, he advises businesses, financial institutions, accountants and other financial professionals, and individuals on international taxation matters, emphasizing the intersection between immigration and taxation law. Such matters include expatriate taxation, cross-border employee transfers, withholding and reporting requirements, and permanent establishments.

Patrick W. Martin, San Diego, CA
Patrick W. Martin is the leader of the firm's tax team. His practice emphasizes international tax planning and related international law matters. He represents foreign individuals, multi-national families, companies, international athletes, entertainers and entertainment groups in such areas as developing worldwide investment and financing structures, international tax treaty planning strategies, planning worldwide income and estate and inheritance taxes. He helps resolve and plan for international tax controversies and develops international wealth preservation structures to compliment the client's international investments and business transactions.

Lucrecia Knapp, Rochester, NY
Lucrecia Knapp is an associate in Harter Secrest & Emery LLP's immigration practice in Rochester, New York. She is an experienced business immigration lawyer that has focused her practice on assisting companies, universities, and medical institutions, seeking to hire or transfer individuals in the United States working as scientists, researchers, athletes, artists, executives, and managers. Recently, she has been involved in cases involving FATCA and the government's enforcement activity, which has prompted many U.S. Citizens living abroad to renounce their U.S. Citizenship.

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