Webinar Alert. Passive Foreign Investment Companies: Tax 101

March 9, 2022
Passive Foreign Investment Companies Tax 101


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

Register in advance for this webinar HERE