The United States boasts a superior natural environment, a robust social welfare system, high-quality education, and full protection and respect for personal property—investing in U.S. immigration is undoubtedly a great life plan, laying a solid foundation not only for oneself but also for the future career development and international networking of one's children. However, the moment the U.S. Citizenship and Immigration Services issues a green card is also the moment the investor becomes subject to U.S. tax law. How should one manage finances in this new environment? How can one avoid double taxation between China and the United States? How can one plan finances before immigration to avoid high green card maintenance fees?
Due to the significant differences in the tax systems of China and the United States, and the varying tax habits of the people in both countries, new immigrants arriving in the United States often find it challenging to adapt and may struggle with U.S. tax law. To assist clients in better integrating into local society and managing their wealth, on October 24, Worldway Group specially invited Mr. Leon Xiao, a senior tax planner from Hong Kong, to attend the client salon at Worldway's Shenzhen office, providing an in-depth analysis of the "Financial and Tax Wisdom for Asset Internationalization" in U.S. investment immigration.
Senior tax planner from Hong Kong explains U.S. tax law to Worldway clients
Mr. Xiao, with decades of experience in tax planning, serves as the chief representative for a multinational corporation in China and is a senior tax researcher. With his humorous and engaging presentation style, he simplifies complex tax laws using practical case studies from his years of experience. The expert primarily discussed the comparison of tax burdens among major countries, the design of personal asset entities for internationalization, the steps for comprehensive international wealth inheritance, and tax planning after immigration. Previously, many clients had various misunderstandings regarding their asset arrangements after immigration due to a lack of understanding of U.S. tax law. Through the expert's on-site explanation, everyone learned that the U.S. tax system is very humane, with many tax exemption policies and various deduction methods. It not only considers the taxpayer's willingness and actual situation but also features transparency, no double taxation, and recognition of overseas tax filings, which reassures new immigrants.
Many clients at the salon expressed that their previous concerns were completely unnecessary; as long as they follow the guidance of professionals, their assets can be effectively protected and even continue to appreciate with reasonable allocation.
During the open Q&A session, clients remained highly engaged, seizing the opportunity to ask questions. Mr. Xiao addressed several practical issues for clients on-site, and the event concluded with warm applause.
Worldway adheres to the philosophy of "Service First, Integrity Management" and has always centered its services around clients. It not only provides immigration services but also helps clients better integrate into the local mainstream society after immigration. As a leading institution in U.S. investment immigration, Worldway offers comprehensive settlement assistance services, providing a series of settlement service seminars before arrival, as well as airport pickup, assistance with bank account opening, driving license application, help with renting or purchasing homes, assistance with children's schooling, and lawyer introductions after the first arrival. The tax knowledge shared by the invited expert is undoubtedly an essential service that overseas immigrant families need, fully reflecting Worldway Group's client-centered service philosophy.
