Green Card Holder With Indian ULIP: PFIC and Tax Questions Unit Linked Insurance Plans (ULIPs) from India combine life insurance coverage with equity or debt market investments. For a...
F-1 Student With Form 8621 Risk: Indian Mutual Fund Questions For F-1 students who hold systematic investment plans (SIPs) or mutual funds in India, the transition from a non-resident...
The Substantial Presence Test and Indian Mutual Funds: When H1B Filers Must Start Reporting Securing an H1B visa and moving to the United States changes your financial relationship with...
Green Card Exit Tax and Indian REITs: What Happens If You Give Up Your Green Card Giving up your Green Card as a long-term resident is a significant tax...
US Citizens Who Inherited Indian REITs in India: Reporting Triggers You Didn’t Expect Inheriting an Indian Real Estate Investment Trust (REIT) is a significant event that often catches US...
F1 Students on CPT/OPT: Common Myths About Reporting GIFT City Fund Investments to the IRS Many F1 students on CPT or OPT assume that because they are in the...
L1A vs L1B: Does Visa Category Change How GIFT City Bank Accounts Is Reported to the IRS? A common point of confusion for L-1 visa holders is whether their...
Conditional vs. Permanent Green Card: Does It Change GIFT City Fund Investments Reporting Requirements? Many new immigrants believe that holding a temporary or conditional Green Card gives them a...
US Citizens Who Inherited GIFT City Fund Investments in India: Reporting Triggers You Didn’t Expect Inheriting financial assets in India’s GIFT City may seem like a straightforward transfer, but...
Self-Employed on O1 with GIFT City Fund Investments in India: Compliance Considerations Operating as a self-employed professional in the US on an O1 visa gives you incredible business freedom,...