Life insurance, mutual funds and ETFs are popular investments for US persons living abroad. However, if not properly executed they..
Tag: PFIC
Passive Foreign Investment Company (PFIC) – What the heck is that?
Over the years, we’ve helped countless new clients clean up an issue that could have been avoided with better planning:..
Don’t Purchase Foreign Investment Funds (PFICs)
We commonly discover that our clients own non-US investment funds – such as Swiss “Fonds” and other foreign-issued funds (ETF,..