Read it.
Use it.
Focused guides for the questions that need more than a quick answer. Each includes a worksheet to prepare your next conversation.
Guides for your next decision.
Build a TN employer evidence brief before drafting the letter
Read & prepare Applicant planningKeep an L-1A new-office record from approval to extension
Read & prepare Applicant planningCompare the E-2 evidence for a startup and a business purchase
Read & prepare U.S. destination planningCanadian RN planning for New York State
Read & prepare U.S. destination planningCanadian RN planning for California
Read & prepareSeven decisions, answered before you prepare.
A delayed project phase should not disappear from the duty description
If an assignment changes because field access, testing or customer approval is delayed, describe what the applicant will actually do during the interval. A later professional deliverable does not automatically explain the earlier work. Keep the offer and supporting account current. A first review should produce a phase-by-phase duty chart, the current employer letter, and the credential evidence that corresponds to the profession claimed. The immediate decision is whether the interim tasks remain part of the qualifying professional proposal or require a changed plan. Record the answer before a traveler relies on a title or start date.
WHAT THIS GUIDE COVERS
- Record the interim tasks
- Assess the complete professional proposal
- Keep evidence tasks tied to the actual records
An expected citizenship milestone belongs in the future column until established
A household may plan around a citizenship application, proof request or passport renewal, but these are different events. Record citizenship actually held and the evidence supporting it. Do not use an expected future document date as proof of present TN eligibility. The first review should create two columns: citizenship already established and events merely expected. It should identify the document that proves the present status, any gap in proof, and the alternative work or travel plan if the milestone does not occur. The reader must decide which route is available now, rather than treating a future citizenship result as a current eligibility fact.
WHAT THIS GUIDE COVERS
- Identify the nature of the pending step
- Apply the requirement to the current facts
- Coordinate documents and travel without merging them
A licence renewal date can change the operating rights behind a purchase
If a business depends on a licence that expires or renews around closing, identify the rights that will exist at each stage. E-2 preparation should describe the enterprise under those actual rights and conditions. A functioning system today does not establish that the buyer can use it indefinitely. A first review should produce a rights-and-obligations chart showing what the buyer owns at closing, what still needs consent, and what payment is exposed to loss if the transaction fails. The decision is whether to proceed under the existing terms, renegotiate protection, or delay the immigration filing until the operating right is secured. A bank transfer is useful only when read with the underlying agreement.
WHAT THIS GUIDE COVERS
- Read renewal and transfer conditions together
- Explain the business with the rights secured
- Connect the conditions to the funding account
- Check nationality and the funding chain
The interval before customer delivery needs an operating account
A new U.S. office may spend time preparing premises, hiring and developing customers before delivering its first services. Explain that interval and the applicant’s actual duties. A projected opening date should not conceal who performs the work or what has already been secured. A first review should produce a dated launch plan that distinguishes secured premises, committed resources, named personnel and hoped-for customers. It should also map the transferee’s work during the setup period against the role the business is expected to support. The decision is whether the evidence shows a viable first-year operation now, or whether the company needs to obtain and document more before proceeding.
WHAT THIS GUIDE COVERS
- Describe preparation as preparation
- Connect the plan to the first-year role
- Preserve the qualifying foundation and actual results
A proposed transfer followed by an ownership purchase is not one completed event
An applicant may first be offered a company transfer and later an opportunity to buy an interest. Assess the stages separately. Future ownership does not establish present investment rights, and an investment plan does not replace the qualifying employment and organization facts for L-1. A first review should make two timelines: the qualifying foreign employment and related-company facts for a transfer, and the ownership, funding and operating facts for an investment. It should identify the document that settles each stage and the event that would actually change the arrangement. The decision is whether one route is supportable now, whether a later transition is realistic, or whether neither should be assumed from a proposed deal.
WHAT THIS GUIDE COVERS
- Identify the arrangement at each stage
- Apply each category to the facts it requires
- Plan for the transition rather than presuming coverage
A later-arriving child needs a current eligibility and document check
When a family member travels after the principal, review that person’s relationship, citizenship, age and intended activity independently. Canadian permanent residence and citizenship are separate, and a PR card does not confer TN eligibility. Children can age out at 21; TD dependants may study but cannot work, and dependent children do not inherit E-2 or L-2 spousal work authorization. Each family member’s own activity determines the route. A first review should create an individual timeline for every traveler, including relationship documents, age or marital-status facts where relevant, school plans, work plans and the principal’s current status. It should identify the record that settles each person’s eligibility rather than assuming the household moves as one legal unit. The concrete decision is whether the later traveler can use the intended dependent route on the planned date or needs a different plan.
WHAT THIS GUIDE COVERS
- Record the facts at the later step
- Keep the person’s permissions distinct
- Coordinate practical commitments with the current process
A funding timeline should distinguish a payment due from a payment made
Instalments, release conditions and current official instructions can all affect when money is actually ready to be used. Keep the financial chronology accurate and identify the program receiving the payment. A future obligation should not be presented as completed invested capital or a completed government step.
Hypothetical example: a share-sale agreement shows an instalment due next month, while a bank record shows only the first payment received. Keep the contract and receipt distinct and explain any condition or deduction. Do not use the full sale price as a substitute for the actual source-and-path record.
WHAT THIS GUIDE COVERS
- Record the event each document proves
- Assess an EB-5 contribution on its facts
- Use the current official Gold Card sequence
- Compare the current investment and gift requirements
- Keep the procedural obligations distinct