EB-5 gives investors an opportunity to rapidly obtain a green card in exchange for making qualifying, job-creating investments in the United States.

We are very pleased to announce that effective Jan. 3, 2017, Wright Johnson’s EB-5 consulting practice joined Baker Tilly Capital, a broker dealer member of FINRA and a wholly owned subsidiary of leading accounting and advisory firm Baker Tilly Virchow Krause, LLP (Baker Tilly). 



FEATURED INSIGHT  //

EB-5 Securities Laws and the Role of a Broker Dealer

EB-5 investments meet the U.S. Supreme Court's definition of a "security" because it's considered a private placement. Given all the regulations surrounding EB-5, it's critical that all foreign investors work with a licensed broker dealer to ensure compliance with U.S. securities laws, and to mitigate the various risks associated with private placements.

Read the full article, originally published in Trade & Invest in America: The EB-5 Gateway magazine >

The employment-based immigration fifth preference (EB-5) visa program authorizes up to 10,000 green cards (U.S. permanent residence visas) per year for foreign individuals who make a qualifying job-creating investment.  The investment amount is currently $500,000 for investments in Targeted Employment Areas (TEA) and $1,000,000 elsewhere.

Because the program’s objective is job creation, projects that stimulate a large volume of jobs are a natural fit for EB-5 investments.

Baker Tilly Capital works closely with investors, regional centers, developers, intermediaries, and migration agents to identify investment opportunities, source investors, and facilitate transactions.  We provide services throughout the lifecycle of the EB-5 deal, including:

Investors

Regional Centers and Developers

  • Selective investment offerings
  • Source of funds documentation
  • Pre-immigration tax planning
  • Tax identification numbers
  • Tax compliance (filing)
  • Capital raising
  • Securities law compliance
  • Regional Center formation
  • Business plan writing
  • Economic impact studies
  • TEA designations

As one of the largest EB-5 consulting practice in the US, our team bring unmatched experience to project.  With more regional center approvals than any other service provider, our experience, multi-stage review process, and workload capacity are second to none.   

Baker Tilly Capital, LLC is a US broker-dealer firm registered with the US Securities Exchange Commission (SEC) and a member of the Financial Industry Regulatory Authority (FINRA) and approved to offer EB-5 investments. As a FINRA member, we are subject to securities regulations and oversight to ensure investor protection and market integrity. Baker Tilly Capital objectively selects investment opportunities and only offers those that pass our independent and rigorous due diligence process. As a subsidiary of national accounting and advisory firm, Baker Tilly Virchow Krause, LLP, we have direct access to industry specialized professionals in areas such as international tax, individual tax planning, and international accounting methods on a global scale. 

Connect with our EB-5 team


Baker Tilly Capital, LLC disclosure 
Baker Tilly Capital, LLC privacy policy