U.S. Estate Tax Return (Form 706) and Portability Election for a Cross-Border Family Client Profile A surviving spouse who relocated to India following the unexpected death of her husband, a U.S. taxpayer. The couple had two minor children and assets in the United States. The client required assistance with U.S. estate tax compliance and long-term […]

Case Study: Cross-Border Tax Compliance and Transition Planning for a Returning NRI Professional Client Profile An India-origin professional who spent several years working in the United States and later relocated back to India. The client had: U.S. salary income, including Restricted Stock Units (RSUs) U.S. brokerage investments with capital gains Ongoing Indian income and investments Reporting […]