Elgon Financial Advisors

06/17/2026

Just because you left the US for another country doesn't mean your state is okay with letting you go

They still want and expect you to pay taxes.

But you can get ahead of this.

Driver’s license, voter reg, old apartment… yes, they’re all watching. 👀

The discussion also covers strategies for cutting ties with states that impose income taxes and the significance of domicile in tax planning, particularly concerning estate taxes.

06/08/2026

The India‑to‑America Money Reality Check.

You were born in India, and you are now a tax resident of the US.

You could be here on a work visa, a green card, or you are a US citizen.

That DEMAT account, or the Provident fund you left behind, or the jewelry from your parents (and a host of other left-behind accounts), is probably complicating your financial life (whether you know it or not).

Lucky for you, my friend Manasa knows a lot about these accounts.

In this guest episode, she tells you exactly what you need to know, what you need to report, and how to come into compliance if you have missed reporting these accounts.

🔥 The India‑to‑America Money Reality Check

Richard and Manasa Nadig discuss the financial landscape for Indian expatriates in America.

They explore common financial assets, tax compliance issues, and the importance of pre-immigration planning.

05/20/2026

Learn all about UK SIPPS.

Episode 70

“Thinking your SIPP works like a U.S. retirement account? The IRS would like a word 🗂️🤨”

We explore the basics of SIPPs, their advantages, and the critical tax implications and reporting requirements for US residents who hold a SIPP.

05/16/2026

April newsletter - full of good info

- Interest rates and investing overseas

- Immigration status and how that impacts your finances

- Strategic roadmap if on a certain work visa

- All about the Schengen shuffle.

Lots going on -  some highlights. Rates Around The World -  Invest Where? We think we have it bad until you see how others are doing. America’s short-term interest rates of 3.5% to 3.75% might seem a bit high - until you compare them to the 37% rate that Turkish companies and citizens are expect...

05/12/2026

Every financial decision you make should be looked at through the lens of your immigration situation.

In this post, I define the immigration status today - have a read and see which one you fall into.

It should inform all your life and financial decisions.

Your planning needs to take into consideration your immigration status – this was one of the themes of my recent presentation at the NAPFA spring conference (National Association of Fee-Only Financial Planners). Not everybody understands it - understandable, which is why you want to ask lots of qu...

05/01/2026

✈️💃 Ever danced the Schengen Shuffle?
It’s the only choreography where missing a step gets you fined, not off‑beat.

Learn how digital nomads glide through Europe without overstaying.

Your passport will thank you.

We emphasize the need for careful planning and compliance with immigration laws while enjoying the freedom to travel in Europe.

04/22/2026

📅✍️ Digital nomads: Europe is your playground…
…but only if you track your days like your visa depends on it (because it does).
Learn the art of the Schengen Shuffle without stepping on immigration’s toes.

We explain the 90/180-day rule, popular destinations for shuffling, and the importance of tracking travel days to avoid legal issues.

04/19/2026

04/19/2026

Thinking of leaving the U.S.? Uncle Sam might send you off with a parting gift… called the Exit Tax 😅💸

The decision to expatriate is not one to be taken easily. We discuss who is liable for the exit tax, how it is calculated, and the ongoing tax obligations that may persist even after leaving the country.

04/10/2026

Finding Rare Opportunities, Giant Medals, Tax Extensions, and more.

March updates.

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