One more thing re “Substantial Presence”…
While am hardly qualified to give tax advice, I know I need to address this issue with clients BEFORE making a recommendation regarding permanent residency. If you are a high-net-worth individual considering U.S. residency, do yourself (and me, if I subsequently resolve your immigration issue) a favor by contacting my go-to guy on pre-immigration tax planning, Steve Cantor at Cantor & Webb
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