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ONE DECISION AT A TIME

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Use it.

Focused guides for the questions that need more than a quick answer. Each includes a worksheet to prepare your next conversation.

FIELD GUIDES · LÉRY

Seven decisions, answered before you prepare.

01

A signed offer does not turn an unfinished qualification into a completed one

A Léry applicant may receive an offer before completing a credential the proposed TN profession requires. Identify what has actually been awarded and which condition remains unresolved instead of treating the employer’s signature as proof of the qualification. Two dates decide most of these files: the date the qualification was actually awarded, and the date the applicant must begin work. Where the first falls after the second, the file has a problem no phrasing will solve, and it is better identified now than at a port of entry.

WHAT THIS GUIDE COVERS

  • Separate the offer from the academic record
  • Apply the actual profession requirement
  • Reassess timing using genuine evidence

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02

Record the citizenship actually held before choosing the U.S. route

A Léry resident may be gathering travel documents while comparing professional work and a company transfer. Separate Canadian residence from citizenship and use the actual personal facts rather than a general description such as based in Canada. Write two lines at the top of the file and keep them there: country of citizenship, and current Canadian status with the document that proves it. Almost every question in a route comparison resolves back to one of those two lines, and stating them plainly keeps a discussion from drifting into assumptions nobody has checked.

WHAT THIS GUIDE COVERS

  • Give each document its proper meaning
  • Assess genuine alternatives independently
  • Prepare individual household records

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03

Distinguish a staged purchase plan from capital already committed

A Léry investor may plan to acquire equipment and other business resources in stages. Explain the actual obligations and funds at risk without presenting every future purchase in the budget as completed investment. Take the budget line by line and mark each item as paid, contractually committed, or contemplated. The first two belong in the investment discussion and the third does not. Doing this before the file is assembled usually shortens it, because a budget with the third category removed is a much smaller document than the plan it came from.

WHAT THIS GUIDE COVERS

  • Identify the stage of each material commitment
  • Assess the complete investment arrangement
  • Retain the enterprise and investor conditions

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04

A signed customer contract does not alone establish when U.S. doing business began

A Léry company may have a U.S. customer agreement before operations actually begin. Establish the real business history rather than treating every signed contract, incorporation or opening announcement as the same event. Assemble a single dated chronology before any argument is drafted, with one row per event and the document that evidences it. Incorporation, bank account opened, lease signed, first service performed, first invoice issued and first payment received are six different rows, and the file is usually decided by which of them the evidence actually supports.

WHAT THIS GUIDE COVERS

  • Identify actual provision of goods or services
  • Apply the specific new-office capacities
  • Keep the group and individual evidence complete

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05

Compare the founder’s actual employment with the investment proposal

A Léry founder may describe years of ownership while considering a U.S. transfer or treaty investment. Establish the work actually performed and the proposed rights and capital; ownership duration does not prove the individual’s qualifying employment. Set the two routes out as two lists of threshold conditions and answer each with a fact and its document, or with the word unknown. A comparison written that way usually decides itself within a page, and where both remain open it identifies precisely which missing document would settle the choice.

WHAT THIS GUIDE COVERS

  • Assess the real L history and U.S. role
  • Assess a genuine E-2 proposal separately
  • Resolve the person’s actual role before selecting a route

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06

Turning 18 does not by itself decide the temporary dependent-child question

A Léry family may use adult to describe a child who has reached 18 while preparing a U.S. move. Apply the actual immigration age and relationship conditions rather than assuming everyday language decides eligibility. Draw the household as a table with one row per person and columns for date of birth, marital status, citizenship, intended status and the document that would evidence it. Then add a column for the date each person's position could change. Most of what families get wrong here is not a legal misunderstanding but a calendar nobody wrote down.

WHAT THIS GUIDE COVERS

  • Use the category’s actual child criteria
  • Keep work and study permission distinct
  • Track changes using individual records

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07

Separate business capital from the government gift before using one household budget

A Léry household may compare an EB-5 project with Gold Card using a single available-funds figure. Identify the transaction and eligible people first; similar amounts do not create the same financial or immigration conditions. Begin by writing down which people are involved in each option, because the two are counted differently: an EB-5 case has one investor with derivatives, while the Gold Card amounts are stated per person from the outset.

WHAT THIS GUIDE COVERS

  • Preserve the EB-5 investment requirements
  • Use the official Gold Card sequence and amounts
  • Keep later obligations and outcomes separate
  • Build two separate funding worksheets

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