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Americans Abroad: Passive Foreign Investment Companies (Form 8621) (4153010A)
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PFIC tax and reporting rules can be complicated and confusing. Determine whether you have PFIC and understand rules that apply, such as qualified electing fund, mark-to-market election and excess distribution regime under IRC Sec. 1291. We'll also cover Form 8621 and unusual situations that trigger the PFIC reporting requirements.

2/9/2016
When: 2/9/2016
11:30 AM - 12:30 PM
Where: Webcast/Webinar
Presenter: Philip D. Hodgen Esq, LLM
Contact: April Deneault
801-834-6634


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PFIC tax and reporting rules can be complicated and confusing. Determine whether you have PFIC and understand rules that apply, such as qualified electing fund, mark-to-market election and excess distribution regime under IRC Sec. 1291. We'll also cover Form 8621 and unusual situations that trigger the PFIC reporting requirements.

  

Objectives: 

Identify a PFIC.
Recognize Form 8621 and PFIC taxation and reporting requirements.

Major Subjects:

Passive Foreign Investment Companies (PFICs)
Income tax consequences

Form 8621 preparation

 

Designed For:

Tax practitioners advising U.S. taxpayers on foreign tax issues or preparing income tax returns for Americans abroad.

 

Prerequisite: None

 

Advanced Prep: None

  

Speaker: Philip D. Hodgen Esq, LLM

Vendor: CalCPA

Field of Study: Taxation

Level:  Overview

CPE Credit: 1 hour

Acronym: AAITP

 

Registration Fees:

Members: $35

Nonmembers: $50

 

Meet the Speaker:

Philip D. W. Hodgen is the principal attorney for Hodgen Law Group, which specializes in the international tax arena. He earned his undergraduate degree from Claremont McKenna College and his law degree from the School of Law at the University of California, Los Angeles. He then went on to earn a Master of Laws degree with a specialty in taxation from the University of San Diego School of Law.   Admitted to the California bar in 1982, Mr. Hodgen spent nine years in law firms and with a large U.S. bank before starting his own firm in 1991. For six years of his youth, he lived in Rhodesia, South Africa and New Zealand.   Mr. Hodgen is a past chair of the International Tax Committee of the State Bar of California's Tax Section and was a member of the Executive Committee of the State Bar of California's Tax Section for 2004-2007.   Mr. Hodgen frequently speaks on a variety of international tax, trust and estate topics to attorneys, accountants, real estate professionals and other groups.

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