Direct Foreign Stocks: Safer, Simpler U.S. Tax Path for Immigrants
The 2026 U.S. tax guide for immigrants clarifies the reporting differences between direct stocks and pooled investments. It…
Articles by Sai Sankar
PFIC Tax Traps for Immigrants and NRIs: Real Examples and Alternatives
Owning non-U.S. mutual funds as a U.S. tax resident creates significant reporting burdens under the PFIC regime. Shareholders…
NRIs in the UAE: Tax-Free Income, Real Estate Growth, and Residency
The UAE offers significant local tax advantages, including no personal income or capital gains tax. However, for U.S.…
Export-Control Case Highlights Immigration Risks for NRIs and Visa Holders
A federal court in Oregon sentenced an Indian national for conspiring to route aviation components to Russia via…
Canada NRI Investment Playbook: Residency Tax and Cross-Border Planning
For NRIs moving to Canada, tax residency is defined by residential ties, not just citizenship. Once a resident,…
NRI Investment Playbook: Navigating UK Residency and Tax Changes
Navigating UK and U.S. tax residency is complex for NRIs. The UK uses the SRT to tax worldwide…
NRI Investment Playbook: Mastering Residency-Based Tax in Australia
A comprehensive comparison for Indian NRIs on tax residency rules in Australia and the United States for 2026.…
NRI Investment Playbook: Growth, Compliance, and Family Planning in India
A comprehensive playbook for NRIs managing tax duties in India and the U.S. for 2026. It covers residency…
O-1 Visas Hit Record High as H-1B Costs Drive Talent Abroad
The FY 2027 H-1B season introduces wage-weighted selection and higher costs, prompting many to pivot toward the O-1…
How Fixed Immigration Periods Shape International Students’ Investment Flexibility
A strategic financial guide for international students emphasizing capital protection and liquidity. It highlights the importance of keeping…