The Substantial Presence Test and AIF Category III: When H1B Filers Must Start Reporting The Substantial Presence Test (SPT) is the primary mathematical formula the IRS uses to determine...
US Citizens with AIF Category III in India: Why Citizenship-Based Taxation Changes Everything The United States is one of only two countries that taxes its citizens on worldwide income,...
Indian Mutual Fund U.S. Tax Reporting Services in Maryland Holding mutual funds in India while living in Maryland creates severe, unexpected tax liabilities. Classified as Passive Foreign Investment Companies...
 L-1 With SIP Investments in India: U.S. Tax Review Systematic Investment Plans (SIPs) in India are an effortless way to build wealth back home. However, once you transition to...
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...