A focused, one-on-one India-US Tax & Estate strategy review — built around your specific situation, not a generic checklist.
Who This Review Is For
This review is designed for Indian Residents/NRI/OCI families with India & US wealth exposure & dealing with real complexity — not routine tax filings. It may be the right fit if:
- You hold significant wealth across both India and the US and want to ensure it is protected, properly structured, and not leaking value through avoidable tax exposure.
- You are navigating a major transition — relocating from India to the US or returning, relinquishing US citizenship, or surrendering a Green Card — and want to get the sequencing right before you act.
- Your situation involves genuine complexity: cross-border stock compensation, secondment arrangements, PFIC exposure, US estate tax risk, missed disclosures, wealth holding structures like trusts etc.
- You are about to execute a significant cross-border transaction — a large gift or inheritance, or a liquidity event at your startup — and need to understand the tax consequences before, not after.
- You have already received advice on an India-US tax or estate matter and want an independent expert review before you commit to a course of action.
Why This Review — and Why Abhinav
Cross-border India-US tax and estate work is a narrow, high-stakes field. The quality of advice depends almost entirely on how deeply the advisor understands the intersection of both legal systems — and how much dedicated time they have spent thinking through the specific situation in front of them.
Abhinav works exclusively in this space. He does not take on incorporation work, tax return filing, accounting, GST, audits, representation, or valuations. This is a deliberate choice — it keeps his research current and his thinking sharp. Clients who come to him are engaging someone who spends the majority of his professional time on precisely the kind of problem they are facing.
Abhinav has no financial or referral arrangements with any bank, wealth manager, insurance company, product provider, or professional firm. His only obligation is to the client in front of him. There is no hidden agenda in his recommendations.
Before every review, Abhinav spends an average of five hours on dedicated research — working through the client’s 7-page assessment, mapping applicable law across both jurisdictions, stress-testing strategies, and proactively identifying issues the client may not have thought to raise. By the time the video call begins, the heavy lifting is already done.
In Abhinav’s experience across these reviews, the tax exposures and compliance risks that surface typically range from $30,000 to $500,000 or more in potential impact. The cost of the review is a fraction of what a single misstep in this territory can cost a family.
The distinction from a typical tax consultation is straightforward. Most consultations are reactive — the advisor answers what is asked. What they do not deliver is someone who has sat with the full picture of a client’s situation and worked through what should be concerning, what should be avoided, and what the real strategic options are. That is what this review is designed to provide.
Abhinav works solo by choice. Every case — the research, the analysis, the debrief call — is handled by him directly. Nothing is delegated to juniors, interns, or associates. This limits the number of cases he can take each month. It also means the person a client speaks with is the person who has done the work.
What Clients Have Said
“The consulting session with Abhinav was excellent, relevant and extremely insightful. What truly stood out was the personalized approach. Abhinav took the time to understand my financial situation, goals and challenges, ensuring that the advice provided was relevant and actionable. His guidance around US tax laws and how they would align with Indian tax laws for OCI holders was very useful in ensuring I took the right steps from the start. I would highly recommend at least an introductory session with Abhinav for every OCI holder planning to return to India or for all India tax related questions. Overall, my consulting session exceeded all expectations.”
“Abhinav possesses extensive knowledge of tax considerations in both India and the United States. He is patient and ensures that all questions are thoroughly addressed. Notably, he takes the initiative to ask for your questions and details in advance, allowing him to come well-prepared for your specific situation. This proactive approach ensures that the consultation is highly effective and personalized. Strongly recommended for anyone seeking expert guidance on cross-border tax matters.”
“The session with Abhinav was super useful and insightful. Abhinav came to the call prepared and not only answered all my questions but also had additional points I should be considering. My situation had questions on US treatment of PFIC and implications on Indian assets. Abhinav is a subject matter expert and is friendly as well. I would be going to him in future in case I need help with tax related situations.”
Research Deep-Dive – What Is Covered
The India-US Strategy Review is a proactive, deep-dive diagnostic designed to safeguard your cross-border wealth. Based on your comprehensive profile, Abhinav maps out optimization opportunities and uncovers compliance risks as below:
- Determining India & US tax residency
- Evaluating the tax implications of transition such as relocating to India or relinquishing a US Green Card/Citizenship.
- Preparing a transition plan for key investments along with India & US tax implications & recommending the right course of action for that investment
- Screening for cross-border compliance requirements & risk exposures like US Estate Tax, PFIC FEMA Black Money Act, IRS reporting non-compliances, FATCA and related filings, etc. and suggesting pathway for regularization and compliance.
- Identifying legally defensible tax-planning opportunities suitable to your situation and transition goals
- Reviewing your global estate preparedness (wills, nominations, beneficiary designations) and evaluating US estate/gift tax applicability and any planning possibilities
- Preparing a step-by-step financial action plan to help execute the strategy safely, minimize risk, and ensure proper compliance with both India & US laws.
Deliverables
- A Detailed Strategy Report covering the review findings, key risks & strategy opportunities and recommended course of action
- Video debrief to walk through the key findings in the strategy report
- Post-review support on the strategy recommendations
What You Walk Away With
- A clear strategic direction tailored to your specific situation — not a generic framework applied from a distance
- A mapped-out picture of your key tax and estate risk exposures, practical optimisation opportunities, and concrete action points: what to do, what to avoid, and in what order
- The clarity needed before engaging lawyers, CPAs, or product providers — so those conversations start from a position of informed intent
- The confidence of knowing your situation has been properly thought through by someone with no stake in the outcome other than getting it right
Investment
- Case involving existing or proposed holding structures like Trust, LLC, PLC, LLP, Foundations, etc. – USD 3500
- Case other than above – USD 2000
18% GST applies if you are located in India or paying in INR.
Ready to Take the First Step?
Abhinav takes only a limited number of cases each month. If you think your situation may be a good fit, complete the 2-minute application below. Abhinav will personally review your responses & get back to you within 24 hours.