H-1B With Foreign Employer Stock: Reporting Risk H-1B workers employed by U.S. subsidiaries of overseas corporations often receive stock compensation issued directly by the foreign parent entity. Holding and...
 H-1B With Indian Mutual Funds: PFIC Risk Review Investing in Indian mutual funds is common among professionals in India, but holding them as a U.S. tax resident creates severe...
New U.S. Citizen With Indian ULIP: PFIC and Tax Questions Transitioning into U.S. citizenship exposes your existing foreign insurance products to strict federal oversight. Unit Linked Insurance Plans (ULIPs)...
Deducting Foreign Investment Expenses Holding international assets brings unique carrying costs, from foreign brokerage fees and custodian charges to leverage interest on offshore accounts. However, U.S. tax laws place...
 ULIPs vs. Mutual Funds – US Tax Differences In India, Unit Linked Insurance Plans (ULIPs) are often marketed as a superior alternative to Mutual Funds because they provide a...
ELSS vs. Index Funds in India – PFIC Implications For an investor in India, the choice between an Equity Linked Savings Scheme (ELSS) and an Index Fund is usually...
Should You Sell Your Indian Mutual Funds? A PFIC Tax Perspective For Indian NRIs in the U.S., the “Should I sell?” question is rarely about market performance. In 2026,...