Category: Uncategorized

  • Checklist for keeping 401k back in US on return to India

    Video transcript below (auto-transcription may contain errors): Hello, and welcome. This is Abhinav. So in this video, I’m, discussing a short checklist, on people who return from US, and they want to keep their 4 one k alive after you after their return, maybe till age 59.5. Right? So, short checklist on that. Now this…

  • US LLC qualifies as a US resident under India-US DTAA & eligible for treaty benefits: ITAT

    Video transcript below (auto-transcription may cause some errors): Okay. Hello and welcome. This is Abhinav. And, in this video, I am, trying to capture, my learnings from a very, very important judgment that has come, by the ITAT. And this is the ITAT Delhi bench. Very recent judgment that is, like, 5th September 2024, where…

  • Common NRI misconceptions/confusions – Part 1

    Video transcript (auto-transcription can cause some errors): Hello, and welcome. In this video, I’m, talking about certain, common, NRI financial confusions and misconceptions that I come across in, the various in the forums that I participate in, answer the questions, and in dealing with the clients. Right? So I’ve just listed down some. It’s not…

  • Keeping investments back in US on return to India – US/India Tax & FEMA implications

    Video transcript below (auto-transcription can cause some errors): Welcome. In this video, I’m talking about, some points, that a person needs to keep in mind, who is returning from US but wants to keep his investments in US. So, at the outside, just, want to clarify that this is mostly what this video I have…

  • Vested RSU from US co. & held by Indian resident – Hold or sell?

    Video transcript below (note that auto transcript can cause some errors): RSU ESOP ESPP, which is received which you receive from US company. So a lot of Indian residents, and professionals, employees of Indian companies now do start receiving a compensation, a part of the compensation as the shares in terms of RSUs or ESOPs…

  • US Tax Traps for Indian residents moving to US -Part 1

    Video transcript below (auto-transcription can cause errors): Hi. This is Abhinav, and, in this video, I’m cup covering, US tax traps that, Indians who are moving to US, they need to know. Now there are lot of such tax traps, from whatever I could think of, in this slide I have put it, but, since…

  • Taxation of RSU by US co. – Some finer points

    Video transcript below (kindly note that auto-transcription may cause some errors): Hello, and welcome. In this video, I’m talking about some final points of, foreign RSU ESOP, ESOP, ESPP, taxation, in India. Right? There is, an earlier video that I have made on taxation of RSU given by US holding company of the Indian employer.…

  • Taxation of US Social Security benefits in India

    In this video, Abhinav is sharing finer provisions of Indian tax law on Taxation of US Social Security benefits in India Video transcript below (note that auto-transcription may cause some errors): Hi. This is Abhinav, and I welcome you. In this video, I’m sharing, the India tax on Social Security benefits that, you receive from…

  • Taxation of Restricted Stock Units (RSU) received from US company in India

    In this video, Abhinav is discussing about the Taxation of Restricted Stock Units (RSU) received from US company in India Video transcript below (auto-transcription can cause some errors): Hello. I’m CA Abhinav, and welcome. In this video, I’m sharing, taxation of RSUs issued by the US holding company of Indian employer. So here, what is…

  • 401k/Traditional IRA withdrawal scenarios on Return to India

    In this video, Abhinav is explaining the US/India tax implications of various 401k/Traditional IRA withdrawal scenarios on Return to India Video transcript (auto-transcription can cause errors): Hi. This is Abhinav, and I welcome you. In this video, I’m discussing, options that are available for, returnees to India. People who have worked in US, they have…