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The PFIC Problem: U.S. Expats Owning Foreign Funds

A common and significant investment mistake made by Americans abroad is owning foreign funds classified as passive foreign investment companies (PFICs). Roger Healy, CFP®, MBA, EA, TEP, of Creative Planning International presents a detailed explanation of the PFIC regime and how it specifically impacts U.S. expats.

You'll learn:

• How to recognize a PFIC and whether you own one
• The three very different ways income from a PFIC can be taxed
• Practical next steps you can take to simplify your investing and tax strategies while abroad

Attend our free virtual webinar to learn more about the PFIC problem and get investment strategies for investing globally without holding foreign funds. All registrants will receive a recording after the event.

Mar 31, 2023 07:00 AM in Central Time (US and Canada)