H-1B With Foreign Life Insurance Policy: U.S. Tax Questions Foreign life insurance policies—particularly endowment plans and cash-value policies purchased in India—are rarely straightforward under U.S. tax law. H-1B visa...
H-1B With Foreign Retirement Account: Reporting Review H-1B professionals who accumulated funds in foreign retirement accounts—such as the Employees’ Provident Fund (EPF) or National Pension System (NPS) in India—face...
H-1B With Indian ULIP: U.S. Tax and PFIC Questions Unit Linked Insurance Plans (ULIPs) are extremely popular in India because they combine life insurance coverage with equity or debt...
H-1B Receiving Inheritance Abroad: Tax Review  Inheriting assets overseas while residing in the U.S. on an H-1B visa involves navigating both foreign estate settlements and U.S. cross-border tax obligations....
H-1B Sending Money to India: Tax Questions Founders Ask H-1B visa holders and foreign-born tech founders frequently transfer funds from the U.S. back to India for family support, real...
 New U.S. Citizen in Texas: Federal Tax and Foreign Asset Questions While Texas residents enjoy no state-level personal income tax, new U.S. citizens in Texas remain fully subject to...
New U.S. Citizen Filing Jointly With Foreign Spouse: Section 6013(g) Election Review Couples consisting of a new U.S. citizen and a non-resident alien spouse can formally elect to treat...
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...