Cross-border Taxation for US NRIs & OCIs | Turtle Finance

​Navigating cross-border taxation can be complex when your financial life spans both the U.S. and India. From determining your RNOR status to understanding the India-US DTAA and foreign asset reporting requirements, even small mistakes can lead to costly consequences.

​Following the overwhelming response to our previous session on US-India cross-border taxation, we’re back with another session to address your most pressing questions and common compliance gaps.

​Join our cross-border tax advisor, Shailee Sanghvi Bavishi, as she simplifies cross-border tax rules for NRIs and OCIs. With over 10 years of experience across CA firms, banks, financial institutions, and rating agencies, Shailee brings hands-on expertise in international taxation, accounting, financial analysis, and corporate compliance.

​This session is specially designed for US-based NRIs and OCIs who have recently returned to India or are planning their transition and want clarity before making critical financial decisions.

​What We’ll Cover

​📌 How residential status (NRI, RNOR, Resident, NRA, Dual-Status) impacts taxation
📌 India-US DTAA essentials and foreign tax credit planning
📌 Tax return due dates, extensions, and compliance timelines
📌 Reporting requirements for foreign assets and bank accounts
📌 Common compliance mistakes NRIs make and how to avoid them
📌 Key tax considerations before and after returning to India

​Session Details

​📅March 16 | 8:00 AM IST
📅March 15 | 7:30 PM PDT & 10:30 PM EDT
⏰ 1-hour live webinar including live Q&A

​🎥 Please note: This session is designed to be experienced live. Recordings don’t do justice to the quality of interaction and context you’ll gain by being present.