O-1 With Foreign Dividends: Worldwide Income Questions O-1 Visa Holders Managing International Investment Returns and Source Withholdings Receiving dividend payments from overseas corporations while living in the U.S. on...
 Investment Interest vs Personal Interest The tax code treats investment interest and personal interest completely differently: investment interest is potentially deductible, while personal interest is entirely non-deductible. For cross-border...
Investment Interest After Tax Reform Major statutory updates, including the permanent extension of expanded standard deduction thresholds under recent tax legislation, have reshaped the calculus for portfolio financing write-offs....
H-1B FATCA Form 8938 Threshold Questions Under the Foreign Account Tax Compliance Act (FATCA), H-1B visa holders who qualify as U.S. tax residents must disclose specified foreign financial assets...
H-1B FBAR vs FATCA: Common Mistakes Many H-1B visa holders conflate FBAR (FinCEN Form 114) and FATCA (Form 8938), assuming that filing one covers both obligations. While both focus...
US Citizens by Birth to Indian Parents: Do You Owe Back Reporting on Indian InvITs? If you are a US citizen by birth, even if you have lived in...
Green Card Holders Living Part-Time in India: Indian InvITs Reporting You Can’t Skip As a Green Card holder, you are a U.S. tax resident from the moment your status...
L1 Holders Rotating Between US and India: Tracking Indian InvITs Across Tax Residency Years For L1 visa holders cycling between the US and India, tax residency is not a...
Self-Employed on O1 with Indian InvITs in India: Compliance Considerations For O1 visa holders who are self-employed, managing cross-border finances requires a clear understanding of when your US tax...
Problem: Why Most Indian-Americans Get This Wrong Indian mutual funds may seem like a smart investment. But for U.S. taxpayers especially Indian-Americans they come with a hidden trap: PFIC...