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 the various elections available to taxpayers holding interests in PFICs and discuss the tax implications of those elections, and will provide an example of a completed Form 8621 to illustrate reporting requirements.
The webinar includes live question and answer session with participants, after the presentations, so panelists can answer your questions about these important issues directly.
I hope you’ll join us.
Or call 1-800-926-7926
and ask for Form 8621 PFIC Reporting on 1/18/2017
In my section of the presentation, I 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 Calculations
- Example 2 – IRS Form 8621
- Example 3 – IRS Form 8621
Internal Revenue Service Documents
Internal Revenue Bulletins
Internal Revenue Service Notices
There is still time to sign up and attend the presentation. Click HERE to sign up.
If you are not able to take advantage of the live presentation, you can purchase a full event recording plus handouts from Strafford by clicking on the above link.