O-1 With Foreign Partnership Interest: Filing Review O-1 Visa Investors Holding Overseas Partnerships and Navigating IRS Form 8865 Disclosures Holding an equity interest in a foreign partnership—such as an...
O-1 Working Outside U.S. During the Year: Tax Review It is common for high-extraordinary-ability professionals on O-1 visas to execute assignments, perform, or consult outside the United States for...
O-1 With High Income and Foreign Assets: CPA Review Topics High-earning O-1 visa holders face an exceptionally complex intersection of U.S. tax brackets, passive foreign investment rules, and multi-jurisdictional...
O-1 Relocating Out of U.S.: Exit-Year Tax Questions Relocating out of the United States on an O-1 visa requires careful exit-year tax planning to close your U.S. tax presence...
New U.S. Citizen in New York: Residency and Foreign Income Review New York state and city tax authorities apply strict scrutiny to residents with international assets and foreign income...
New U.S. Citizen in California: Global Income and State Tax Questions California’s Franchise Tax Board (FTB) maintains some of the most aggressive residency and worldwide income rules in the...
H-1B Foreign Tax Credit: Avoiding Double Taxation Questions For H-1B visa holders who earn income abroad while classified as U.S. tax residents, paying tax twice on the same dollar...
US Citizens Working in India (Foreign Earned Income Exclusion) and PMS (Portfolio Management Services) Reporting Building a high-value equity portfolio in India often leads expats to explore Portfolio Management...
Audit-Proofing Your 2025 Return: Top 5 IRS Audit Red Flags for Expats As we move into the 2026 filing season, the IRS’s ability to “see” your global assets has...
Many Indian taxpayers in the U.S. struggle with a critical filing choice: Should I file as “Married Filing Jointly (MFJ)” or “Married Filing Separately (MFS)” if my spouse still...