Taxes
Tax filing requirements for immigrants, visa holders, expats, and NRIs. Covers 2026 brackets, treaty benefits, FBAR and FATCA compliance, ITIN applications, and state tax obligations for non-residents.
Understanding Prohibited Transactions Between Plans and Disqualified Persons
As of 2025, IRS and DOL increased enforcement on prohibited retirement plan transactions. Immigrants and fiduciaries must avoid transactions with disqualified persons, preserving tax benefits and avoiding heavy penalties. Review…
Understanding Distributions of Employer Securities and NUA Tax Benefits
As of July 2025, NUA rules enable tax-deferral benefits for employer securities in qualified plans only through lump-sum…
Understanding Qualified Health Savings Account Funding Distribution Rules
IRS rules for qualified HSA funding distributions in 2025-2026 raise limits and enforce a strict 12-month eligibility test.…
Understanding Qualified Charitable Distributions and SECURE 2.0 Updates
Recent SECURE 2.0 changes lift annual IRA charitable gifting limits and add split-interest gift options. QCDs still require…
2025 Capital Gains Tax Amendments in India and USA: Rates and Rules
India's 2025 capital gains tax updates include a higher 20% short-term equities rate and extended exemptions for sovereign…
How After-Tax Basis and Form 8606 Affect IRA, Pension, and Annuity Taxes
Learn how to track after-tax basis in IRAs and pensions using Form 8606 to prevent double taxation on…
Indian Students in US Face Deportation Risk and New Remittance Tax
New U.S. laws in 2025 raise deportation risk and impose a 1% remittance tax on Indian students. The…
Can Indian F-1 Students Carry $100,000? Rules and Tax Implications
From April 2025, Indian F-1 students must comply with revised LRS rules: USD 250,000 limit, ₹10 lakh TCS…
Essential Pre-Departure and Travel Tips for F-1 Students to the U.S.
F-1 students must prepare key documents like the I-20 form and SEVIS receipt, book flights early using student…
Country-Specific Tax Treaty Benefits and Filing Rules for F-1 Students
F-1 international students in the U.S. must apply for SSN or ITIN, understand tax treaty exemptions, and file…