Event Overview:
This event is designed to provide Indian investors with a clear understanding of the tax implications and advantages of investing in global markets, empowering them to make informed decisions and optimize their investment strategies.
Topics to be covered:
- Introduction to Global Investing and Its Benefits: Briefly define global investing and its significance. Highlighting advantages, such as diversification, exposure to different markets, and access to innovative companies.
- Taxation of Global Investments for Indian Residents: Explain tax implications for Indian residents investing in global markets. Covering key aspects such as Capital Gains Tax (short-term and long-term)
- Understanding the W-8BEN Form: Provide a detailed explanation of the W-8BEN form: What is the W-8BEN form and why is it required?
- Tax Treaty Benefits Between India and the US: Explore the benefits offered by the Double Taxation Avoidance Agreement (DTAA) between India and the US: How the DTAA prevents double taxation.
- Getting Started with Stockal: Briefly introduce Stockal as a platform that simplifies global investing for Indian investors, highlighting features like: Easy account setup and KYC process.
- Tax-Efficient Strategies for Global Investing: Share strategies to minimize tax liabilities while investing globally: Choosing tax-efficient investment vehicles (e.g., ETFs).
- Guide to downloading reports and statements: Guide attendees on the platform for highlighting & downloading Profit and Loss Statements, Dividend Tax Statement 1042-S, and other reports.
- Reporting Global Income in Your Indian Tax Return: Guide attendees on how to accurately report global investment income in their Indian tax return: Which schedules to use for reporting foreign income.
- Benefits of Diversification Through Global Investing: Emphasize how global investing can enhance portfolio diversification: Reducing risk by investing in different economies and sectors.
- Case Studies: Real-World Tax Scenarios: Present case studies illustrating different tax scenarios and how to address them. Example: Tax implications of selling US stocks held for less than a year.
Wh0 is this for:
Indian investors interested in global investing, particularly in the US markets, who want to understand the tax implications and benefits.
