Case Study : US to India Relocation

” As an expat I dad no idea that I need to keep paying US taxes after we relocated. The relocation advisory helped streamline residency status and optimize capital gains from US assets ” Product Manager relocated from Microsoft US to India US Expats need to disclose their global income and file US tax returns

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Case Study : Compliance before getting Greencard

” I was ignorant that i had to disclose my India bank accounts and file a FBAR form every year. Also did not know about gift tax reporting laws. Got everything streamlined with right advice” Software Engineer in Seattle, about to get Greencard US tax residents having more than $10000 USD in India banks need

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Case Study : US Tax Advisory for Mutual Funds

” Shilpa helped me understand the tax implications of maintaining my mutual funds(PFICs) in India and that greatly helped in reorganizing my investments ” Vice President @ Large Semiconductor Company Capital Gains on India Mutual Funds are taxed punitively in US You may end up paying taxes every year even if you DONT sell Incorrectly

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