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.
Taché TN guide: document the actual duties after a promotion
A senior title should be supported by an accurate account of the proposed professional work. Compare real responsibilities rather than assuming the previous role’s classification carries forward unchanged.
Hypothetical example: a technical employee becomes a lead with additional commercial tasks. Identify actual deliverables and decisions. TN requires eligible Canadian or Mexican citizenship and temporary listed professional work; an impressive title does not establish that every responsibility fits the profession.
WHAT THIS GUIDE COVERS
- Describe the new work in concrete terms
- Preserve the exact qualification evidence
- Review the genuine changed arrangement
Taché guide: a senior role does not replace citizenship requirements
An employer may consider a Canadian resident highly qualified for leadership while the available U.S. route still depends on actual citizenship and other individual facts. Keep promotion and immigration eligibility separate.
Hypothetical example: a Canadian permanent resident receives a senior professional offer. TN requires eligible Canadian or Mexican citizenship; permanent residence alone is insufficient. Seniority, salary and years in Canada do not substitute for that condition.
WHAT THIS GUIDE COVERS
- Identify the person’s actual citizenship
- Assess the relevant alternative on its own facts
- Use the actual proposal to review the process
Taché E-2 guide: explain direction when others perform daily tasks
A business plan can include an operating manager or outside support while still needing a clear account of the investor’s actual rights. Assess development and direction from the genuine arrangement.
Hypothetical example: a buyer delegates daily scheduling but retains specified business authority. Review actual ownership and management rights. Treaty nationality of applicant and enterprise matters, generally including at least 50% enterprise ownership by nationals of the relevant treaty country; a title alone does not establish direction.
WHAT THIS GUIDE COVERS
- Identify decisions retained by the investor
- Assess capital and enterprise capacity independently
- Describe actual support and commitment
Taché L guide: show how the intended role will operate
A launch plan should explain what the transferee will personally do and what genuine support will be available. L-1A management and L-1B specialized knowledge need different evidence.
Start with recurring services the applicant will perform at launch and the tasks genuinely intended for delegation. Record the actual organizations and generally a continuous full-time qualifying foreign year within the relevant preceding three years. Separately date the U.S. business activity: a new office has been doing business for less than a year, and registration alone is not regular, systematic, continuous provision of goods or services. A plan to stop performing tasks later should not be rewritten as proof that the employee already manages them.
WHAT THIS GUIDE COVERS
- Write down the work remaining with the transferee
- Choose the role test before describing future support
- Check whether delegation happened and what it changed
Taché guide: compare managerial employment with investor direction
A role described as overseeing a business can involve different actual relationships. Compare the L-1 transfer and E-2 investor conditions rather than assuming oversight has one meaning across classifications.
Hypothetical example: an employee can manage a related-company function or acquire a business using an operating manager. L-1 requires qualifying organizations, relevant foreign employment and managerial, executive or specialized-knowledge work. For a function manager, primarily managing the function differs from personally performing it.
WHAT THIS GUIDE COVERS
- Describe the employment role and history
- Describe the investor’s actual authority and capital
- Keep the individual plans and permissions clear
Taché family guide: review the activities behind a delegation plan
A business may expect relatives to take on work while the principal moves into oversight. Assess the real activities and each person’s permission rather than treating family support as automatically available.
When the principal plans to delegate administration or deliveries, list the recurring tasks, the person expected to perform them and the proposed start. Record each relative’s relationship, age and status basis. Distinguish a genuine assignment from an assumption that family will help whenever needed. Reducing the principal’s workload may be important to the business plan, but it does not establish the spouse’s or child’s work authorization. Keep unavailable support visible rather than presenting it as already secured.
WHAT THIS GUIDE COVERS
- Show what the family would actually take over
- Apply dependent rules accurately
- Review permission before relying on the staffing chart
- Respect the order of immigrant entry
Taché guide: distinguish EB-5 participation rights from Gold Card gift terms
An investor’s governance rights and an employee’s corporate sponsorship proposal describe different arrangements. Compare the actual conditions without assuming one management or oversight label applies to both.
Hypothetical example: an offering grants policy rights while others run daily operations. Assess management or policy-formulation participation; qualifying limited-partner rights may satisfy the applicable rule, but the label alone is insufficient. Capital at risk, lawful source and path and qualifying jobs, at least ten qualifying full-time jobs per investor under the relevant framework, remain separate requirements.
WHAT THIS GUIDE COVERS
- Read the EB-5 investor’s actual rights
- Use the official government gift framework
- Preserve later conditions and actual permission
- Keep governance rights and payment obligations in different columns