Free CA Seminar: U.S. Investing, LRS & India-U.S. Tax - Bengaluru

Free 3-hour session for CAs by AJ Goyal, U.S. CPA: U.S. investing, LRS, W-8BEN, PFIC and India-U.S. tax. 28 Nov, MG Road.

Register free here (official registration page): https://actginfo.com/india-roadshow/bengaluru/?utm_source=rajat&utm_medium=eventbrite&utm_campaign=roadshow

More Indian clients now hold U.S. stocks, ETFs and overseas accounts. Each one raises questions for their CA: LRS limits and TCS, W-8BEN, U.S. dividend withholding, foreign tax credit, PFIC and foreign asset reporting in the Indian return.

This free afternoon session for Chartered Accountants is led by AJ Goyal, U.S. CPA and founder of Ascent Tax & Advisory, with over 20 years in accounting, tax and corporate finance (Ernst & Young, PulteGroup, JLL).

What we will cover: U.S. stocks, ETFs and bonds for Indian residents; moving money out and back under LRS; India-U.S. tax (withholding, treaty benefits, foreign tax credit, capital gains); PFIC and cross-border reporting; open Q&A and networking over tea.

Who should attend: practising CAs, CA firm partners, tax and compliance professionals and CFOs who advise clients with overseas assets.

Saturday 28 November 2026, 3:00-6:00 PM, Hotel Ivory Tower, 12th Floor, Barton Centre, 84 MG Road, Bengaluru. Entry is free; seats are limited to 50.

Organised by Ascent Tax & Advisory (CPA Office of AJ Goyal).