Episode #9
Navigating US-India Cross-Border Income Tax with Rajvi Shah
The Essential Tax Podcast with Mishkin Santa, Season 3, Episode 8 In this episode of The Essential Tax Podcast, Mishkin Santa speaks with Rajvi Shah, CA, specialized Chartered Accountant. Rajvi manages business development at CBV & Associates, LLP, and she specializes in international tax compliance, corporate restructuring, and cross-border commercial advisory services. Prior to her extensive tenure at CBV & Associates LLP, she built her corporate accounting foundation as an Assistant Manager for the International Desk at Chaturvedi & Shah. Tune in for these key takeaways: Conversation about the intricacies and requirements of becoming an Indian tax citizen. A brief discussion delineating the Indian tax year (April – March) versus a calendar year, and some different benefits and complications that the associated deadlines may pose for an immigrating taxpayer. Key conceptual and compliance differences between the Indian Income Tax Act, 1961, and the current regime, the Income Tax Act, 2025. Insight into personal Income Tax rates in India and strategies for how to manage them as an incoming taxpayer. An explanation of India’s withholding tax system and how it differs from other countries’ systems. Insight into how foreign financial assets are viewed and treated in India, for both residents and nonresidents. The purpose of LICs and life insurance products in India, and how they can be helpful in maximizing tax deductions. Learn more about Rajvi Shah: Visit the Services page on CBV & Associates, LLP’s website: https://cbva.in/services/ Connect with Rajvi on LinkedIn: https://www.linkedin.com/in/rajvi-shah-755512145/ Follow CBV & Associates, LLP on LinkedIn: https://www.linkedin.com/company/cbvllp/ Follow CBVA & Associates, LLP on Facebook: https://www.facebook.com/cbvassociates *********************************** About The Essential Tax Podcast: In each episode of The Essential Tax Podcast, Mishkin Santa takes on the complex world of tax — all the jargon, acronyms, and stuff that makes your eyes glaze over, and explains it in an impactful way to understand the complex and unknown areas. Watch or listen to more episodes of The Essential Tax Podcast: YouTube: https://www.youtube.com/@TheWolfGroupPC Apple: https://podcasts.apple.com/us/podcast/the-essential-tax-podcast/id1754660944 Spotify: https://open.spotify.com/show/2beZfOpwfBlBgWHlNelAOf Connect and learn more from your host, Mishkin Santa: Connect with Mishkin on LinkedIn: https://www.linkedin.com/in/msanta Follow The Wolf Group on LinkedIn: https://www.linkedin.com/company/the-wolf-group-pc Read Mishkin’s bio on The Wolf Group’s website: https://thewolfgroup.com/our-people/mishkin-santa
