SF International Tax Discussion Group: Navigating the Complexities of PFICs: A Comprehensive Overview

Written By Spott, Lucey & Wall

Date: Feb. 20, 2025
Time: 8:30 – 9:30 a.m. PT
Speakers: Clifford Danskine, Tax Manager at SLW and Jordan Reichelt, Partner at SLW

OVERVIEW

Navigating the Complexities of PFICs: A Comprehensive Overview

This session provides a comprehensive guide to understanding the intricacies of Passive Foreign Investment Companies (PFICs). Participants will explore the background of the PFIC regime and identification of subject entities alongside their tax implications and available elections aimed at minimizing their tax burdens. We will discuss strategies to avoid the PFIC regime, clarify who falls under its jurisdiction, and offer practical insights through a thorough walkthrough of the required forms.

If you are interested in learning more about how we can help you navigate the complexities of PFICs, please contact us.

Jordan Reichelt,
Partner

+1 415 217 6961
Email Jordan

Clifford Danskine,
Manager

+1 415 217 8884
Email Clifford

Spott, Lucey & Wall
Next

SLW Speaks at CalCPA International Tax Conference 2025