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.
Wellesley TN guide: explain a part-time professional offer fully
A limited weekly schedule still needs a clear account of the professional work, employer and applicant qualifications. Hours alone do not determine whether the proposed activity fits TN.
Hypothetical example: an employer offers technical duties on a part-time schedule. TN can involve prearranged full-time or part-time professional work, but eligible Canadian or Mexican citizenship and a listed profession’s requirements remain necessary. Identify genuine duties, compensation and the temporary period.
WHAT THIS GUIDE COVERS
- Describe the actual work and terms
- Use the exact qualification evidence
- Explain the actual arrangement and permission
Wellesley guide: time in Canada is not the TN citizenship test
Years of Canadian residence or employment can be important history without establishing Canadian citizenship. Use the applicant’s actual status rather than treating a duration as a nationality condition.
Hypothetical example: a permanent resident has many years of Canadian employment and receives a U.S. offer. TN requires eligible Canadian or Mexican citizenship; permanent residence alone is insufficient. A long residence period does not replace the actual citizenship evidence.
WHAT THIS GUIDE COVERS
- Identify the citizenship actually held
- Apply other time requirements to the correct route
- Review the real individual process
Wellesley E-2 guide: read forecast periods and investment amounts separately
A business forecast should identify what its numbers measure. Monthly revenue, cumulative spending and actual committed capital should not be treated as interchangeable proof of an E-2 requirement.
Hypothetical example: a plan combines startup expenditure with several years of projected costs. E-2 requires substantial lawful capital committed at risk relative to the enterprise, with no universal fixed minimum. Label actual funds and future estimates accurately rather than counting every projection as completed investment.
WHAT THIS GUIDE COVERS
- Identify the actual commitment
- Assess ownership and real financing
- Use the correct operating-capacity standard
Wellesley L guide: separate the foreign year from the launch year
An L new-office proposal involves different employment and operating timelines. Identify what each period measures rather than using one anniversary to answer unrelated requirements.
Hypothetical example: a transferee’s employment chronology and the U.S. organization’s launch have different dates. Generally establish one continuous qualifying foreign employment year within the relevant preceding three years. A new office concerns a U.S. organization doing business for less than one year; registration alone does not establish regular, systematic and continuous goods or services. The qualifying foreign employment must be full-time; U.S. days are excluded from that year, although brief visits do not automatically break continuity.
WHAT THIS GUIDE COVERS
- Establish qualifying history and actual business activity
- Apply the role-specific launch conditions
- Track actual later evidence
Wellesley guide: compare role evidence with investor figures
A company transfer and a treaty investment may both involve a business plan, but the numbers serve different requirements. Compare the actual arrangements instead of choosing a route from a staff or spending total.
Hypothetical example: an applicant compares a related-company role with an acquisition. L-1 needs qualifying organizations, relevant foreign employment and managerial, executive or specialized-knowledge work. Neither a large headcount nor lengthy training automatically establishes the individual role.
WHAT THIS GUIDE COVERS
- Identify the qualifying transfer facts
- Identify the qualifying investment facts
- Keep plans and permission distinct
Wellesley family guide: a few work hours still need a status assessment
A family may plan limited work around school or the principal’s schedule. Identify the actual activities and status basis rather than assuming a small number of hours removes the need for permission.
Record the proposed weekly tasks and physical work location for the spouse’s few hours and the child’s holiday work. Do not replace the activity description with “helping out.” For TD, E and L dependents, first verify a qualifying spouse relationship or an unmarried child under 21; a flexible schedule changes none of those conditions.
WHAT THIS GUIDE COVERS
- Describe the short job as accurately as a full-time job
- Check the permission rather than counting the hours
- Put age and status dates beside the proposed schedule
- Schedule immigrant arrivals around the principal
Wellesley guide: compare investor counts with per-person gift obligations
EB-5 qualifying jobs and Gold Card family payments use different units. Identify the actual investors and eligible family members rather than assuming one household total answers both frameworks.
Hypothetical example: a project lists investors, relatives and staff in one presentation. Assess lawful source and path, capital at risk and the relevant qualifying-job method, generally at least ten qualifying jobs per investor. Eligible derivatives are not separate investors simply because they accompany. Direct payroll evidence and permitted regional-center methodology should not be treated as interchangeable.
WHAT THIS GUIDE COVERS
- Identify the EB-5 requirement being measured
- Identify the official gift obligations
- Keep recurring terms and immigration dates distinct
- Use a separate denominator for each calculation