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Learning Center

Smart finance for Indians abroad.

Expert guides on taxes, investments, banking and remittances — written by NRI financial advisors.

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How a Charitable Remainder Trust cuts US Estate Tax for NRIs
NRI Taxation

How a Charitable Remainder Trust cuts US Estate Tax for NRIs

Krishnan Subramanian
Krishnan Subramanian
IRS Form 3520-A: Reporting an Indian Family Trust
NRI Taxation

IRS Form 3520-A: Reporting an Indian Family Trust

Krishnan Subramanian
Krishnan Subramanian
AMT and the Foreign Tax Credit: 2026 Rules for NRIs

AMT and the Foreign Tax Credit: 2026 Rules for NRIs

Krishnan Subramanian
Krishnan Subramanian
Sovereign Gold Bonds for NRIs: Holding Rules and the US Tax Bill
NRI Taxation

Sovereign Gold Bonds for NRIs: Holding Rules and the US Tax Bill

Krishnan Subramanian
Krishnan Subramanian
Delaware Statutory Trust: The Passive 1031 Exchange for NRIs
NRI Taxation

Delaware Statutory Trust: The Passive 1031 Exchange for NRIs

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Krishnan Subramanian
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The most recent guides published — or browse our full archive.

AllEstate PlanningInvestment PlanningLatest UpdatesNRI BankingNRI GuideNRI InsuranceNRI RepatriationNRI Return to IndiaNRI TaxationPFICPersonal FinanceRetirement Planning
How a Charitable Remainder Trust cuts US Estate Tax for NRIs
NRI Taxation

How a Charitable Remainder Trust cuts US Estate Tax for NRIs

Krishnan Subramanian
Krishnan Subramanian
IRS Form 3520-A: Reporting an Indian Family Trust
NRI Taxation

IRS Form 3520-A: Reporting an Indian Family Trust

Krishnan Subramanian
Krishnan Subramanian
AMT and the Foreign Tax Credit: 2026 Rules for NRIs

AMT and the Foreign Tax Credit: 2026 Rules for NRIs

Krishnan Subramanian
Krishnan Subramanian
Sovereign Gold Bonds for NRIs: Holding Rules and the US Tax Bill
NRI Taxation

Sovereign Gold Bonds for NRIs: Holding Rules and the US Tax Bill

Krishnan Subramanian
Krishnan Subramanian
Delaware Statutory Trust: The Passive 1031 Exchange for NRIs
NRI Taxation

Delaware Statutory Trust: The Passive 1031 Exchange for NRIs

Krishnan Subramanian
Krishnan Subramanian
Can NRIs in the US claim a parent in India as a dependent?
NRI Guide

Can NRIs in the US claim a parent in India as a dependent?

Krishnan Subramanian
Krishnan Subramanian
Net Unrealized Appreciation: 401(k) Stock Tax Break for NRIs
NRI Taxation

Net Unrealized Appreciation: 401(k) Stock Tax Break for NRIs

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Washington Estate Tax: The Seattle RSU problem for NRIs
Estate Planning

Washington Estate Tax: The Seattle RSU problem for NRIs

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Krishnan Subramanian
PIS Account for NRI Investors: Setup, Tax and Rules
NRI Guide

PIS Account for NRI Investors: Setup, Tax and Rules

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Krishnan Subramanian
Top 6 Costly Tax Filing Mistakes NRIs Make - Revealed by CPA
NRI Taxation

Top 6 Costly Tax Filing Mistakes NRIs Make - Revealed by CPA

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H1B Layoff: Emergency Checklist and 401(k) Options for NRIs
NRI Guide

H1B Layoff: Emergency Checklist and 401(k) Options for NRIs

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Krishnan Subramanian
What is Cash Balance Retirement Plans: Guide for NRIs
Retirement Planning

What is Cash Balance Retirement Plans: Guide for NRIs

Krishnan Subramanian
Krishnan Subramanian
Browse all 191 articles