Dual Citizens (US-India Origin) and Indian Private Company Shares: A Lifetime Reporting Obligation For individuals holding dual citizenship between the United States and India, or those with U.S. citizenship...
OPT/STEM Extension Workers with AIF Category III: Nonresident vs. Resident Alien Reporting Working in the US on OPT or a STEM extension provides an incredible jumpstart to your professional...
H1B Holders and SIF (Specialized Investment Funds): What Counts as ‘Foreign’ the Moment You’re a US Tax Resident Transitioning to an H1B visa usually means you will quickly become...
US Citizens Employed by Indian Companies: EPF (Employees’ Provident Fund) Reporting Alongside Form 2555 Working as a U.S. citizen for an Indian company connects you to the local corporate...
US Retirees in India with Indian Mutual Funds: Reporting Obligations That Don’t Disappear Retiring in India sounds like a beautiful transition, but your US tax obligations cross the ocean...
Moving to the US on L1 with Existing Indian Credit Card / Wallet Balances (De Minimis): Your First-Year Disclosure Checklist Moving to the United States on an L1 visa...
The Substantial Presence Test and Indian Credit Card / Wallet Balances (De Minimis): When H1B Filers Must Start Reporting Transitioning to an H1B visa makes you a U.S. tax...
Americans Living in India: How ULIPs (Unit Linked Insurance Plans) Complicates Your US Filing from Abroad Many Americans living in India look at Unit Linked Insurance Plans (ULIPs) as...
O1 Visa Renewal Years and Indian Credit Card / Wallet Balances (De Minimis): Does Tax Residency Reset Your Reporting Clock? Renewing your O1 visa is an exciting step for...
US Citizens with Indian Credit Card / Wallet Balances (De Minimis) in India: Why Citizenship-Based Taxation Changes Everything Moving back to India or living abroad as a US citizen...