Moving to the US on L1 with Existing EPF: Your First-Year Disclosure Checklist Transitioning to the US on an L1 visa often involves shifting from a familiar financial environment...
L1 Visa Holders and EPF (Employees’ Provident Fund): Reporting Rules for Intra-Company Transferees Moving to the US as an intra-company transferee on an L1 visa is a professional milestone,...
US Citizens Who Inherited NRE Fixed Deposits in India: Reporting Triggers You Didn’t Expect Inheriting wealth from family members in India is an emotional transition that frequently carries unexpected...
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...
IRS Tax Rules for Foreign Bank Fixed Deposits Holding overseas term accounts creates complex tax traps under federal guidelines. Foreign bank fixed deposits are a popular choice for overseas...
F1 to H1B Tax Transition and Indian Mutual Funds: When Reporting Obligations Actually Begin Transitioning from an F1 student visa to an H1B specialty occupation visa marks an exciting...
Dual Citizens (US-India Origin) and Indian Mutual Funds: A Lifetime Reporting Obligation For individuals who hold US citizenship alongside Overseas Citizenship of India (OCI), cross-border financial management is a...
(Tax Year 2024 – Filed in 2025) Overview If you’ve received your Form W-2 and noticed Code DD in Box 12, you might be wondering what it means and...
(Tax Year 2024 – Filed in 2025) Overview Box 12 on Form W-2 contains a series of codes and dollar amounts that report non-wage compensation, pre-tax benefits, and retirement...
Introduction The IRS 1099-K reporting rule has changed in 2025, affecting small businesses, freelancers, and gig workers who receive payments through third-party platforms like PayPal, Venmo, Square, eBay, and...