US real estate miniseries #2 – direct foreign corporation ownership

Hi, it’s Phil Hodgen again. Welcome to the Friday Edition. If you want to stop getting this thing every Friday, just click the “unsubscribe” link at the bottom of this email. I won’t be offended. On the other hand, if you want more, you can sign up for one of our other mailing lists. Real […]

Back to basics: How to report gain on the sale of a PFIC

Hello from Debra Rudd. You are receiving this message because you are signed up for our weekly PFICs Only newsletter. Every Thursday at 6am Pacific time, it delivers small chunks of PFIC wisdom straight to your electronic mailbox. If you do not want to receive these emails, please click the unsubscribe button at the bottom […]

Personal residence exclusion under exit tax rules

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Form BE-10 in the land of the free

Hi, it’s Phil Hodgen again. Welcome to the Friday Edition. If you want to stop getting this thing every Friday, just click the “unsubscribe” link at the bottom of this email. I won’t be offended. On the other hand, if you want more, you can sign up for one of our other mailing lists. Why […]

When do you report PFICs on FBARs?

Greetings once again from the PFIC headquarters of Debra Rudd. All I would have to do is capitalize “headquarters” and I may be able to fool readers into thinking that I occupy an actual physical space that has that name. Alas, I do not have that nameplate on my office door. Yet. But I digress. […]

Expatriating without filing FBARs

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US real estate miniseries #1 – direct ownership

Hi, it’s Phil Hodgen again. Welcome to the Friday Edition. If you want to stop getting this thing every Friday, just click the “unsubscribe” link at the bottom of this email. I won’t be offended. On the other hand, if you want more, you can sign up for one of our other mailing lists. Real […]

How to make the MTM election after owning a PFIC for years

Hello from Debra Rudd. You are receiving this message because you are signed up for our new weekly PFICs Only newsletter. Every Thursday at 6am Pacific time, it delivers small chunks of PFIC wisdom straight to your electronic mailbox. If you do not want to receive these emails, please click the unsubscribe button at the […]

Get options, leave USA, exercise options. Tax?

Hi, it’s Phil Hodgen again. Welcome to the Friday Edition. If you want to stop getting this thing every Friday, just click the “unsubscribe” link at the bottom of this email. I won’t be offended. On the other hand, if you want more, you can sign up for one of our other mailing lists. International […]

Can you make a QEF election without the PFIC Annual Information Statement?

Hello from Debra Rudd. You are receiving this email because you are signed up for our weekly PFICs Only newsletter, sent out every Thursday morning at 6 am Pacific time. If you would like to stop receiving this email, you can unsubscribe by clicking the link at the bottom of the message. You can always re-subscribe to […]