TN
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Hypothetical example: a Taché applicant is offered a promotion, plans to delegate business tasks or expects to oversee an investment. The title changes, but some daily responsibilities may remain. Identify what the applicant will actually perform, decide and supervise rather than assuming a broader title establishes the intended immigration role.
TN, L-1A, L-1B, E-2, EB-5 and Gold Card do not use one universal definition of leadership or investment. TN concerns listed temporary professional work and qualifications. L-1A concerns a qualifying managerial or executive transfer; L-1B concerns specialized knowledge. E-2 examines investor direction and enterprise conditions. EB-5 requires capital, jobs and relevant participation; Gold Card follows official government gift terms. Assess the actual role under the applicable framework.
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A senior title may still describe different kinds of actual activity.

Prepare a responsibility account with examples of work personally performed, decisions made and tasks genuinely assigned elsewhere. Identify present arrangements separately from future delegation. The assessment should not turn a plan to hire help into existing support or treat any oversight title as a substitute for the classification’s requirements.
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A practical plan.
No promises we can’t keep.
Describe recurring tasks and concrete deliverables without relying on a title.
Record decisions, management rights and supervision with supporting evidence.
Separate existing delegation and resources from future hiring or assistance plans.
Assess the genuine responsibilities and permission under the intended classification.
A consultation can begin while responsibilities are being defined. Explain which duties are fixed and which remain proposals, with genuine records where available. Do not remove practical work from the account merely because it complicates the desired role description.
Find your pathwayFrame the Taché request around the applicant’s real responsibilities and the evidence supporting them. Confirm review scope, relevant organizational records and the current transaction or employment stage. A promotion, investment or delegation plan should be assessed on its facts rather than treated as automatic permission to move or work.
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No. Assess the actual responsibilities and applicable requirements rather than relying on the title.
No. Identify genuine plans separately from arrangements already operating.
The relevant standard depends on the route. Review actual rights and responsibilities rather than assuming one universal investor-role rule.
Yes. Identify the genuine proposal and unresolved responsibilities so their effect can be assessed.
Editorial source review: 2026-09-07.
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