How to account for your Indian investments while filing for US taxes?

How to account for your Indian investments while filing for US taxes? The sole intent of investments is to increase your net capital over a period of time. With the advent of newer methods, individuals now have more avenues to invest their money and their money works harder. However, amidst all this one must not [...]

2018-12-07T21:19:02+00:00 November 29, 2018|Investment & Income, Tax Planning|0 Comments

Tax implications for your Indian Properties

Tax implications for your Indian Properties The real estate market has always been one of the most lucrative ones for investment. This applies to residents of India as well as non-resident Indians. However, there is a small aspect that not many are aware of or pay a lot of importance to, taxation. If you are [...]

Can an NRI continue his PPF?

Can an NRI continue his PPF?  One of the most common forms of investments for Indians is PPF. It is secured, and you know the exact returns on its maturity. Its long-term perspective also works well with a lot of investors. PPF is majorly risk-free and is tax-free as well, which attracts a lot of [...]

All you need to know about Capital Gains taxation and DTAA for your Indian and US investments

All you need to know about Capital Gains taxation and DTAA for your Indian and US investments To ensure that residents do not end up paying taxes at two different places, several countries get into a mutual agreement. The Double Taxation Avoidance Agreement is one such example. The United States of America and India have [...]

2018-11-29T14:06:43+00:00 November 29, 2018|Blog, Investment & Income, Tax Planning|0 Comments

All you need to know about Bank FATCA reporting as a US tax payer

All you need to know about Bank FATCA reporting as a US taxpayer It should not come as a surprise that the US Government looks into a wider array of things for expats and not just the taxation. FATCA is one such avenue. There are a lot of rumours and misinformation surrounding FATCA, so let’s [...]

2018-11-27T15:48:38+00:00 November 27, 2018|Audits, Blog, Investment & Income|0 Comments

How to account for the NRE and NRO interest and FD while filing for your US taxes

How to account for the NRE and NRO interest and FD while filing for your US taxes? According to the data available with the Indian Ministry, India ranks second among all countries for citizens who have temporarily or permanently shifted to other countries. The number stands at a staggering 25 million across some of the [...]

2018-11-26T19:23:39+00:00 November 26, 2018|Blog, Investment & Income|0 Comments

How is an NRI’s India ESOP’s taxed in the USA?

How is an NRI’s India ESOP’s taxed in the USA? ESOP’s or Employee Stock Option Plans have always been quite popular. Since you work for an organization, you would know the in and out of it. And the ESOP programs let you benefit from the same. You can own your company shares without even any [...]

2018-11-22T16:45:51+00:00 November 22, 2018|Investment & Income|0 Comments

Tax information for statutory and non-statutory Employee stock purchase plans

Tax information for statutory and non-statutory Employee stock purchase plans Restricted Stock Units are taxed differently than other kinds of stock options, such as statutory and non-statutory Employee stock purchase plans. Those plans generally have tax consequences at the date of exercise or sale, whereas restricted stock usually becomes taxable upon the completion of the [...]

2018-11-16T13:18:49+00:00 November 13, 2018|Investment & Income, Uncategorized|0 Comments

Tax tip for Employee Stock Purchase Plan (ESSP)

Tax tip for Employee Stock Purchase Plan (ESSP) Employee Stock Purchase Plan (ESPP) allows employees to use after-tax wages to purchase stock in the company they work for at a discounted price. Thus employees pay to participate in ESPP. However, in an ESPP, employees purchase stock with their own after-tax wages and pay capital gains [...]

2018-11-16T13:21:18+00:00 November 13, 2018|Investment & Income|0 Comments

Mortgage Insurance Premiums

Mortgage Insurance Premiums Mortgage insurance in the simplest of terms is the backup plan for a lender. In the unfortunate event that the borrower is unable to repay the loan, the lender can cash in the mortgage premium and recover the losses. However, there is more to it than what meets the eye. Here are [...]

2018-07-17T23:35:24+00:00 March 16, 2018|Investment & Income|0 Comments