Webinar Alert. Passive Foreign Investment Companies: Tax 101

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March 9, 2022
11:14 pm

On Tuesday, March 29, 2022, 9:00-10:00 AM Pacific, join Andersen LLP Partners Krista Rabidoux, CPA, CMA, EA and Steven Flynn, CPA, CA, CPA (Washington) for a review of tax issues related to Passive Foreign Investment Companies.

Who Should Attend

U.S. citizens and other U.S. persons, both for residents of Canada and elsewhere who invest in Canadian mutual funds, ETFs and entities formed outside the U.S.

Accountants, lawyers and investment advisors to this group of individuals would also find this webinar helpful in identifying these entities and strategies to avoid adverse U.S. tax implications.

Topics on the Agenda

Definition of a Passive Foreign Investment Company (PFIC)
Exceptions to PFIC Rule
Mark to Market and Qualified Electing Fund Election
PFIC Tax Liability
IRS Form 8621

There will be an opportunity to ask questions at the end of the presentation.

Register

Andersen

Contact us to learn how we can assist you

The member firms of Andersen in Canada focus on Canadian, international and Canada-U.S. cross-border tax matters. With offices across Canada, our tax professionals work with a broad range of businesses and individual clients to develop innovative tax solutions for a diverse range of issues. Our senior leaders and many of our professional staff have extensive experience in Canadian, international, U.S. and cross-border tax matters with major international accounting firms, as well as practical experience working with businesses and individuals.