The PFIC Problem and U.S. Expat Investment Management 2022 | Creative Planning | 26 April 2022 | Webinar
Venue
Webinar
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| Event Date | Tue Apr 26 EDT (over 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Speakers will present a detailed explanation of the Passive Foreign Investment Company regime and how it specifically impacts U.S. Expats. will explain:
How to recognize a PFIC and where you may already own them
The three very different ways income from a PFIC’s can be taxed
Qualified Electing Funds
Mark-To-Market
§1291 (Default) Treatment
How you must report PFICs on your US tax return
Next steps, options, and caveats
Speakers
2022 Speakers
Roger Healy
International Wealth Manager, Creative Planning LLC
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