New U.S. Citizen With Indian Mutual Funds: PFIC Risk Review Investing in Indian mutual funds is a common strategy for building wealth in India. However, under U.S. tax law,...
Green Card Holders and EPF: Why ‘Permanent Resident’ Means Permanent IRS Reporting Transitioning from a visa to a Green Card is a major life milestone, but it also brings...
First-Time U.S. Tax Filing for H-1B Visa Holders Filing taxes in the United States for the first time as an H-1B visa holder can feel confusing and overwhelming. Many...
O1 Visa Holders and EPF: Reporting Obligations for Extraordinary Ability Professionals As an O1 visa holder, your extraordinary ability in your field is recognized by US immigration, but the...
New U.S. Citizen With Joint Foreign Accounts: FBAR Review Holding joint bank accounts in your home country with non-U.S. citizen relatives is a common financial arrangement for new U.S....
New U.S. Citizen With Parents Foreign Accounts: Reporting Questions  Many new U.S. citizens are added to their elderly parents’ foreign bank accounts to assist with financial management or estate...
O1 Visa Renewal Years and NPS (National Pension System): Does Tax Residency Reset Your Reporting Clock? Many O1 visa holders mistakenly believe that renewing their visa or filing a...
L1 Holders Rotating Between US and India: Tracking NPS (National Pension System) Across Tax Residency Years For L1 visa holders who rotate between the US and India, tax residency...
Moving to the US on L1 with Existing NPS (National Pension System): Your First-Year Disclosure Checklist Moving to the US on an L1 visa is a complex transition that...
L1A vs L1B: Does Visa Category Change How NPS (National Pension System) Is Reported to the IRS? If you are transferring to the United States on an L1A or...