Preparing for US tax residency with Nikita Gulati

Grant Thornton Bharat’s PolicyCast is your window into policy, tax, and regulatory developments. Each episode features expert perspectives on issues that matter to businesses, individuals, and the wider economy.

Pre-immigration tax planning has become an essential component of cross-border mobility and long-term financial structuring. In the latest episode of Grant Thornton Bharat’s PolicyCast podcast series, Nikita Gulati, Partner, US Tax, outlines how individuals preparing for US residency can organise assets, manage reporting duties and align their financial position with US tax rules.

She discusses:

• How worldwide taxation applies once US tax residency is triggered
• Key steps to review global assets, document cost basis and assess PFIC and CFC exposure
• The relevance of restructuring foreign entities and considering pre-entry income recognition
• Estate and gift tax considerations for residents and non-residents
• Common compliance gaps linked to FBAR, FATCA, Form 5471 and Form 8621
• Practical actions to begin planning well ahead of relocation

This episode offers structured guidance for globally mobile individuals preparing for a US move.

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