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ITIN Application Guide 2026: Step-by-Step with Form W-7
The 2026 ITIN guide details how to apply using Form W‑7 and a tax return. It highlights the importance of…
U.S. Premium Processing Fee Increase from March 2026: Old Fees vs New…
USCIS and DHS will raise premium processing fees on March 1, 2026, citing a 5.72% inflation adjustment. Key forms impacted…
Portugal Residency-Driven Investing for NRIs: Lifestyle, Mobility, and Tax Planning
Portugal offers NRIs a pathway to EU residency and citizenship through various investment and income-based visas. Key considerations include the…
Singapore for NRIs: Capital Preservation and Low-Tax Global Wealth
NRIs in the U.S. must report Singapore-sourced income and assets despite Singapore's territorial tax status. U.S. residency triggers worldwide taxation,…
Sell or Hold Foreign Mutual Funds: A Practical Guide for Immigrants
Foreign mutual funds are classified as PFICs by the IRS, requiring complex annual reporting via Form 8621 for U.S. tax…
Direct Foreign Stocks: Safer, Simpler U.S. Tax Path for Immigrants
The 2026 U.S. tax guide for immigrants clarifies the reporting differences between direct stocks and pooled investments. It warns of…
PFIC Tax Traps for Immigrants and NRIs: Real Examples and Alternatives
Owning non-U.S. mutual funds as a U.S. tax resident creates significant reporting burdens under the PFIC regime. Shareholders must typically…
Minnesota REAL ID for Visa Holders 2026: DVS Requirements, Documents, Timelines
Minnesota visa holders must secure a REAL ID for federal purposes. The process requires in-person verification of original immigration and…