January 27, 2015 - Phil Hodgen

International Tax Lunch: Form 8621

Form 8621: Side-by-side Comparison of Mark-To-Market and Default Regimes

Come join us at our office in Pasadena as Debra Rudd presents this month’s tax lunch on Form 8621. Feel free to stay after the presentation and ask questions regarding the topic, and to meet our team members as well.

Lunch and good company will be provided!

Who: Debra Rudd, CPA

What: Passive Foreign Investment Companies (PFICs) are subject to special and punitive tax treatment in the United States. This session will examine two of the three possible tax treatments (Mark-To-Market and Default), with a detailed explanation of how to perform the calculations, fill out Form 8621, and report income or loss on a tax return. The presentation will track a single PFIC’s treatment under these two regimes over a five-year period and will include a side-by-side comparison of the tax results during that time.

When: Friday, February 13 at 12:00PM Pacific Time

Where: HodgenLaw PC

Click here for In-Person Registration
Click here for Call-In Registration

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