Services / Cross-Border Tax Planning
FINANCIAL & INVESTMENT PLANNING
Cross-Border Tax Planning.
This is proactive strategy, not annual filing — structuring your US/India tax position before you move, so RNOR windows, 401(k)/IRA decisions, and asset transfers don't cost you more than they should. Delivered via vetted partners: Dinesh Aarjav & Associates, BK and Co, and NRIFinance.
What this covers
RNOR window strategy
Timing your move to maximize the RNOR tax-relief period.
401(k) / IRA decisions
Withdraw, convert, or leave in place — modeled both sides.
Exit & entry filings
Coordinated US exit-year and India entry-year filing prep.
FAQ
Questions people ask
Yes—Desi Return's Inner Circle is a private WhatsApp community for NRIs planning or finishing a return to India. You are not alone: members who have already moved share what worked for them, and you can ask real questions without performing for a public forum. Tax, schools, and shipping come up, but the core value is peer support and knowing others are on the same path.
BETWEEN ADVISOR SESSIONS
A good plan still needs the occasional gut-check.
The Inner Circle is where people compare notes on exactly that, between one advisor session and the next.