US Cross-Border Tax Blog

Published by W.L. Dueck LLP

Posts filed under ‘PFIC (Passive Foreign Invesment Company)’

Steven Flynn

Stafford PFIC Presentation – Additional Information

On January 5, 2017, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund.  Links to this information and these tools are below: W.L. Dueck & Co. LLP Tools Example 1 and 2 – PFIC Excess Distribution Calculation Click to view… Read More

Steven Flynn

Strafford – Form 8621 PFIC Presentation January 5, 2017

I am pleased to announce that I will be speaking in an upcoming Strafford live webinar, “Form 8621 PFIC Reporting: Navigating the Highly Complex IRS Passive Foreign Investment Company Rules” scheduled for Thursday, January 5, 1:00pm-2:50pm EST. Because of your affiliation with my firm, you are eligible to attend this program at half off. As long as you use the links in this blog post, the offer will be reflected automatically in your cart. Our panel will furnish tax advisers… Read More

Steven Flynn

Changing Canadian and US Tax Law

Feedback is a valuable tool for improvement.  Whether you are a student seeking advice from a teacher, a professional listening to clients to upgrade service or a young point guard looking to beat a press (pass the basketball instead of dribbling it), we can all evaluate suggestions to help us improve.  Governments and tax authorities are no exception and often seek out comments and feedback on existing or proposed tax changes.  Recently a number of groups and organizations have offered… Read More

WLDTax

Strafford – PFIC Presentation January 7, 2016 – Additional Material

On January 7, 2016, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund.  Links to this information and these tools are below: W.L. Dueck & Co. LLP Tools Example 1 and 2 – PFIC Excess Distribution Calculation Click to view… Read More

WLDTax

Form 8621 PFIC Reporting: Webinar with Steven Flynn

On Thursday, January 7, 2016, join Steven Flynn and a panel of cross-border tax specialists for a live webinar designed for tax advisers who deal with passive foreign investment company (PFIC) reporting. This program is eligible for 2.0 Continuing Professional Education credits and the learning objectives are described as follows: After completing this course, you will be able to identify those investment holdings that require reporting as a PFIC on IRS Form 8621. You will have a detailed understanding of… Read More