US Cross-Border Tax Blog

Published by W.L. Dueck LLP

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

Live CPE Strafford Webinar on PFIC Reporting 2018 – Thursday, January 18, 2018

I am looking forward to speaking at the upcoming Strafford live webinar, “Form 8621 PFIC Reporting: Navigating the Complex IRS Passive Foreign Investment Company Rules” scheduled for Thursday, January 18, 2018 1:00 pm-2:50 pm EST | 10:00 am- 11:50 am PST. Our panel will present tax advisers with a thorough and practical guide to the reporting of investments in a Passive Foreign Investment Company (“PFIC”) on IRS Form 8621. The panel will identify those investments that require PFIC reporting, outline… Read More

Steven Flynn

Strafford 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

AndersenTax

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