A focused, one-to-one strategy session for HNW families navigating complex India–US tax, estate, and cross-border structuring decisions, including related compliance considerations—without being limited to routine tax filing or execution work.
Who This Strategy Session Is For
This strategy call is suitable if you or your family:
- Have lived, worked, or invested in both India and the United States
- Are returning to India after a long US stay, or planning such a transition
- Hold material US financial exposure (stocks, ETFs, real estate, retirement accounts, trusts, or other structures)
- Are concerned about US estate tax exposure as a non-US citizen
- Need clarity on India vs US taxation of global income, investments, or structures
- Want alignment across tax efficiency, estate strategy, FEMA compliance, and succession objectives
- Are seeking an independent second opinion on advice, structures, or strategies already proposed by other professionals
- Prefer advice-only, conflict-free guidance, without product sales or implementation bias
Who This Session Is Not For
This session may not be the right fit if you are looking for:
- Preparation or filing of Indian or US tax returns
- Execution of regulatory filings, forms, or representations before tax authorities
- Ongoing compliance management or bookkeeping support
- Product recommendations, investment distribution, or portfolio management
- Basic or generic tax queries without meaningful cross-border complexity
Why Consult with Abhinav
India–US cross-border tax and estate matters often involve overlapping laws, timing sensitivities, and irreversible decisions. In such situations, experienced judgment and structured thinking are critical.
Abhinav Gulechha works exclusively on India–US cross-border tax and estate matters for HNW families, offering independent, advice-only guidance to help clients evaluate options, understand risks, and move forward with clarity.
✔ Exclusive focus on India–US cross-border matters
21+ years of post-qualification CA experience, with a dedicated and exclusive focus on India–US tax, estate, and succession issues for HNW families.
✔ Fully independent & conflict-free
No financial or referral relationships with product providers, wealth managers, insurance companies, or CA/CPA/law firms—ensuring advice remains unbiased and aligned solely with your interests.
✔ Strategy-led, practical guidance
The discussion focuses on strategic positioning, risk identification, and compliance implications, helping you understand what applies, what to watch for, and how to sequence decisions—without selling or implementing solutions.
✔ Limited strategy calls each month
A capped number of sessions allows for a extensive pre-call review & preparation of discussion points tailored to your tax situation, enabling a thoughtful, well-researched discussion rather than generic responses.
Client Testimonials
What Is Typically Covered
Each session is tailored to the client’s fact pattern. Common discussion areas include:
1. Cross-Border Tax Positioning & Transition Strategy
- India vs US tax treatment of income and investments
- Residency transitions and timing considerations
- Double taxation risks and treaty aspects
- Compliance implications during and after return to India
2. Estate & Succession Risk Exposure (India–US)
- US estate tax exposure for non-US citizens
- Holding and succession considerations for US assets post-return
- Interaction between Indian succession laws and US-situs assets
- Use of wills, trusts, beneficiary designations, and nominations
3. Investment & Asset-Holding Architecture
- Personal vs entity vs trust ownership considerations
- US-domiciled vs non-US-domiciled investment exposure
- Re-titling risks, exit taxes, and unintended tax consequences
4. FEMA & Regulatory Alignment
- FEMA permissibility of holding foreign assets
- Repatriation, gifting, inheritance, and remittance considerations
- Common compliance blind spots for returning NRIs
What You Will Walk Away With
By the end of the 60-minute session, you will have:
- Clear strategic direction tailored to your fact pattern
- Identification of key risks, red flags, and planning gaps
- Practical action points, including compliance-related considerations to address or validate
- Better clarity before engaging lawyers, CPAs, or other professionals for execution
How This Session Is Structured
- One-on-one, personalised discussion
- Strategy-led, with practical compliance context
- Independent, advice-only perspective
- Focused on complex, high-value fact patterns
Fee & Format
- Fee: USD 300*^
- Duration: 60 minutes
- Format: Video call (Zoom)
- Preparation: You may share key background details and specific questions in advance to allow meaningful pre-call review
* +18% GST if located in India or paying in INR
^ Effective April 1, 2026, to maintain my standard of exhaustive pre-call research for every case, I am limiting monthly intake and revising call fees to $500. Book before March 31 to secure current rates.
Important Notes
- This session provides strategic guidance and directional insights, not formal written opinions or reports
- No tax returns, regulatory filings, or documents are prepared as part of this call
- Implementation or execution may require coordination at your end with US CPAs, attorneys, or Indian professionals
Frequently Asked Questions (FAQ)
Is this suitable as a second-opinion consultation?
Yes. Many families use this session to validate or stress-test advice, structures, or compliance approaches proposed by other professionals.
Will compliance requirements be discussed?
Yes. Compliance implications, sequencing, and common blind spots are discussed as part of the strategy, though filing or execution is not undertaken during the call.
Will I receive a written opinion after the call?
No. The session is discussion-based and focused on strategic clarity rather than formal written deliverables.
Is this appropriate for straightforward tax questions?
This session is best suited for situations involving cross-border complexity, material financial exposure, or estate considerations.
Book Your Strategy Call
If you are dealing with significant India–US cross-border exposure and want clarity before making important tax or estate decisions, this strategy call is designed for you.
Email: contact@abhinavgulechha.com