's posts
August 22, 2025
Should I Sell My U.S. Stocks Before Moving to India?
Indian H1B visa holders: Selling U.S. stocks before moving home could save taxes. Here’s how capital gains are taxed...
August 22, 2025
India vs. U.S. Taxes: What NRIs Must Know Before Moving Back
India taxes global income. U.S. might still tax your assets. Here's how NRIs returning from the U.S. can use DTAA...
August 22, 2025
What Happens to Your 401(k), Roth IRA, and Brokerage Accounts When You Move to India?
Planning to move from the U.S. to India? Here's what happens to your 401(k), Roth IRA, and brokerage...
August 22, 2025
Can H1B Visa Holders Invest in U.S. Real Estate?
Yes, H1B visa holders can invest in U.S. property. Here's what Indian immigrants need to know about taxes...
Leaving the U.S.? This complete guide for Indian H1B visa holders covers taxes, retirement accounts, investments...
August 17, 2025
How to Pay Yourself as a Business Owner (2025 Guide)
Learn how to pay yourself as a business owner in 2025. Covers salary vs draw, LLCs, S-Corps, sole proprietors...
August 17, 2025
Marketplace Accounting 101: A Founder’s Guide to Clean Books and Investor-Ready Financials
Learn marketplace accounting essentials: software options, cash vs accrual, chart of accounts, sales tax compliance...
Finding the right accountant for your business or personal needs can feel overwhelming. Find a specialized...
August 14, 2025
How to Find a Financial Advisor on Sam's List: A Step-by-Step Guide for Connecting with Qualified Professionals
Finding the right financial advisor can feel overwhelming with so many options available. Find a specialized...
August 13, 2025
Fractional CFOs for E-Commerce Brands: Strategic Financial Leadership Without the Full-Time Cost
Running an e-commerce business means juggling inventory, marketing, customer service, and countless other tasks...
August 13, 2025
Fractional CFOs for Advertising & Marketing Companies: Strategic Financial Leadership for Creative Agencies
Advertising and marketing companies face unique financial challenges that require specialized expertise. Use Sam's...
Tampa commercial real estate broker saves nearly $400K in taxes after $20M+ deal using 4 strategies from Greg at...
Kordis CFO helped a boutique gym raise $750K, slash burn, and fix financial chaos. Learn when and why to hire...
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