Understanding Estate, Gift & Exit Taxes for US NRIs | Turtle Finance

​Our earlier webinars covered the topics that US NRIs and OCIs run into most often including RNOR status, the Indian-US DTAA, foreign tax credits, and general compliance. That's useful ground, but it's really just the starting point. There's a whole set of US tax rules that most people don't think about until they're already in the middle of a big decision, and by then the options have usually narrowed.

​This time, Turtle is going deeper with our cross-border tax expert Ketan Bokare (a US CPA and IRS Certifying Acceptance Agent with 10+ YOE in NRI, cross-border, and US taxation), on three areas that are often overlooked - US Estate Tax, US Gift Tax, and US Exit Tax.

​What we'll cover

​📌 US Estate Tax, how it applies to NRIs and OCIs holding US assets, and the thresholds that trigger exposure
📌 US Gift Tax, rules around cross-border gifting, lifetime exemptions, and reporting obligations
📌 US Exit Tax, the rules that apply if you give up your Green Card & citizenship
📌 How these taxes intersect with Indian succession and gift tax rules
📌 Decisions to make before returning to India, so these taxes don't catch you off guard after returning

​Session details

​⏰ 1-hour live webinar including live Q&A
📅 Saturday, 11 July 2026
🕰️ 9:00-10:00 AM PT | 12:00-1:00 PM ET | 9:30-10:30 PM IST

​Get clarity, avoid costly mistakes, and make informed tax decisions with confidence.

​RSVP today 🐢