O-1 With U.S. C-Corp Equity: Tax Planning Review Holding substantial equity or preferred stock in a U.S. C-Corporation is a common wealth driver for high-skilled O-1 visa holders. However,...
O-1 With Foreign-Owned U.S. LLC: Form 5472 Questions Foreign entrepreneurs living in the U.S. on O-1 visas frequently establish single-member LLCs for business flexibility. However, if the IRS considers...
O-1 With Foreign Life Insurance: Tax Filing Review Foreign life insurance policies—especially unit-linked insurance plans (ULIPs) or investment-linked policies popular in Europe and Asia—are framed locally as tax-favored savings....
O-1 in California: Worldwide Income and State Tax Questions California is a top destination for O-1 professionals in tech, entertainment, and biotechnology. However, California’s Franchise Tax Board (FTB) operates...
Green Card Holders Living Part-Time in India: Chit Funds Reporting You Can’t Skip As a Green Card holder, you are treated as a U.S. tax resident regardless of where...
H1B Holders and Inherited Indian Property/Assets: What Counts as ‘Foreign’ the Moment You’re a US Tax Resident Once you pass the Substantial Presence Test and become a U.S. tax...
L1 Holders Rotating Between US and India: Tracking Inherited Indian Property/Assets Across Tax Residency Years As an L1 visa holder, your tax residency status often shifts due to your...
L1 Holders Rotating Between US and India: Tracking Indian Mutual Funds Across Tax Residency Years When your L1 role requires frequent rotation between the U.S. and India, your tax...
Moving to the US on L1 with Existing Indian Mutual Funds: Your First-Year Disclosure Checklist Transitioning to the U.S. on an L1 visa triggers immediate U.S. tax residency responsibilities...
H-1B With Self-Employment Income: What Should Be Reviewed? Managing self-employment earnings as an H-1B worker requires an in-depth review of tax liabilities, schedule classifications, and back-tax disclosures. Earning self-employment...