{"id":195,"date":"2017-01-05T12:00:00","date_gmt":"1970-01-01T00:00:00","guid":{"rendered":"http:\/\/165.227.41.74\/strafford-pfic-presentation-additional-information\/"},"modified":"2020-01-24T14:51:04","modified_gmt":"2020-01-24T22:51:04","slug":"strafford-pfic-presentation-additional-information","status":"publish","type":"post","link":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/","title":{"rendered":"Strafford PFIC Presentation \u2013 Additional Information"},"content":{"rendered":"\n<p>On January 5, 2017, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 \u2013 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund.  Links to this information and these tools are below:<\/p>\n\n\n\n<p><strong>W.L. Dueck &amp; Co. LLP Tools<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Example 1 and 2 \u2013 PFIC Excess Distribution Calculation<br><a href=\"https:\/\/ca.andersen.com\/wp-content\/uploads\/2020\/01\/Example-1-PFIC-Excess-Distribution-Calculations.xlsx\"><em>Click to view spreadsheet<\/em><\/a><\/li><li>Example 2 \u2013 IRS Form 8621<br><a href=\"https:\/\/ca.andersen.com\/wp-content\/uploads\/2020\/01\/sample-1040-example-2.pdf\"><em>Click to view sample 1040 example 2<\/em><\/a><\/li><li>Example 3 \u2013 IRS Form 8621<br><a href=\"https:\/\/ca.andersen.com\/wp-content\/uploads\/2020\/01\/sample-1040-example-3.pdf\"><em>Click to view sample 1040 example 3<\/em><\/a><\/li><\/ul>\n\n\n\n<p><strong>Internal Revenue Service Documents<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Instructions \u2013 IRS Form 8621<br><em>Click here for sample: <\/em><a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/i8621.pdf\"><em>https:\/\/www.irs.gov\/pub\/irs-pdf\/i8621.pdf<\/em><\/a><\/li><li>Internal Revenue Bulletin 2014-3<br><em>Click here for sample:<\/em> <a href=\"https:\/\/www.irs.gov\/pub\/irs-irbs\/irb14-03.pdf\">https:\/\/www.irs.gov\/pub\/irs-irbs\/irb14-03.pdf<\/a><\/li><li>Internal Revenue Service Notices<br><em>Click here for sample 1:<\/em> <a href=\"https:\/\/www.irs.gov\/pub\/irs-drop\/n-11-55.pdf\">https:\/\/www.irs.gov\/pub\/irs-drop\/n-11-55.pdf<\/a><br><em>Click here for sample 2:<\/em> <a href=\"https:\/\/www.irs.gov\/pub\/irs-drop\/n-14-28.pdf\">https:\/\/www.irs.gov\/pub\/irs-drop\/n-14-28.pdf<br><\/a><em>Click here for sample3:<\/em> <a href=\"https:\/\/www.irs.gov\/pub\/irs-irbs\/irb14-51.pdf\">https:\/\/www.irs.gov\/pub\/irs-irbs\/irb14-51.pdf<\/a><\/li><\/ul>\n\n\n\n<p>There is still time to sign up and attend the presentation.  Click <a href=\"https:\/\/www.straffordpub.com\/products\/form-8621-pfic-reporting-navigating-the-highly-complex-irs-passive-foreign-investment-company-rules-2016-01-07\"><strong>HERE<\/strong><\/a> to sign up.<\/p>\n\n\n\n<p>If you missed the live presentation, you can purchase a full event recording plus handouts from Strafford by clicking on the above link.<\/p>\n\n\n\n<p>Click here to view the bio of <a href=\"https:\/\/previous.ca.andersen.com\/professionals\/steven-flynn-cpa-ca-cpa-washington\/\">Steven Flynn, CPA,  CA<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>On January 5, 2017, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 \u2013 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund. Links to [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-195","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Strafford PFIC Presentation \u2013 Additional Information &#8211; Andersen<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Strafford PFIC Presentation \u2013 Additional Information &#8211; Andersen\" \/>\n<meta property=\"og:description\" content=\"On January 5, 2017, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 \u2013 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund. Links to [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/\" \/>\n<meta property=\"og:site_name\" content=\"Andersen\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Andersen-in-Canada-112675068127941\" \/>\n<meta property=\"article:published_time\" content=\"1970-01-01T00:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-24T22:51:04+00:00\" \/>\n<meta name=\"author\" content=\"Steven Flynn, CPA, CA, CPA (Washington)\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@AndersenCanada\" \/>\n<meta name=\"twitter:site\" content=\"@AndersenCanada\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Steven Flynn, CPA, CA, CPA (Washington)\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/\"},\"author\":{\"name\":\"Steven Flynn, CPA, CA, CPA (Washington)\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#\\\/schema\\\/person\\\/fab9dea488c3e78d7206c81da4793468\"},\"headline\":\"Strafford PFIC Presentation \u2013 Additional Information\",\"datePublished\":\"1970-01-01T00:00:00+00:00\",\"dateModified\":\"2020-01-24T22:51:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/\"},\"wordCount\":225,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#organization\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/\",\"url\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/\",\"name\":\"Strafford PFIC Presentation \u2013 Additional Information &#8211; Andersen\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#website\"},\"datePublished\":\"1970-01-01T00:00:00+00:00\",\"dateModified\":\"2020-01-24T22:51:04+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/strafford-pfic-presentation-additional-information\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Strafford PFIC Presentation \u2013 Additional Information\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#website\",\"url\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/\",\"name\":\"Andersen\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#organization\",\"name\":\"Andersen\",\"url\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/ca.andersen.com\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/Logo-300px.jpg\",\"contentUrl\":\"https:\\\/\\\/ca.andersen.com\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/Logo-300px.jpg\",\"width\":300,\"height\":73,\"caption\":\"Andersen\"},\"image\":{\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/Andersen-in-Canada-112675068127941\",\"https:\\\/\\\/x.com\\\/AndersenCanada\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/AndersenCanada\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/#\\\/schema\\\/person\\\/fab9dea488c3e78d7206c81da4793468\",\"name\":\"Steven Flynn, CPA, CA, CPA (Washington)\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\\\/\\\/previous.ca.andersen.com\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/AT-bio-thumb-Vancouver-StevenFlynn.jpg\",\"url\":\"https:\\\/\\\/previous.ca.andersen.com\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/AT-bio-thumb-Vancouver-StevenFlynn.jpg\",\"contentUrl\":\"https:\\\/\\\/previous.ca.andersen.com\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/AT-bio-thumb-Vancouver-StevenFlynn.jpg\",\"caption\":\"Steven Flynn, CPA, CA, CPA (Washington)\"},\"sameAs\":[\"https:\\\/\\\/ca.andersen.com\"],\"url\":\"https:\\\/\\\/previous.ca.andersen.com\\\/fr\\\/blog\\\/author\\\/stevenflynn\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Strafford PFIC Presentation \u2013 Additional Information &#8211; Andersen","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/","og_locale":"fr_FR","og_type":"article","og_title":"Strafford PFIC Presentation \u2013 Additional Information &#8211; Andersen","og_description":"On January 5, 2017, together with Strafford Publications, Steven Flynn will be presenting on Passive Foreign Investment Companies. In his section of the presentation, Steven will discuss information and tools to help you complete IRS Form 8621 \u2013 Information Return by a Shareholder of a Passive Foreign Investment Company or Qualifying Electing Fund. Links to [&hellip;]","og_url":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/","og_site_name":"Andersen","article_publisher":"https:\/\/www.facebook.com\/Andersen-in-Canada-112675068127941","article_published_time":"1970-01-01T00:00:00+00:00","article_modified_time":"2020-01-24T22:51:04+00:00","author":"Steven Flynn, CPA, CA, CPA (Washington)","twitter_card":"summary_large_image","twitter_creator":"@AndersenCanada","twitter_site":"@AndersenCanada","twitter_misc":{"Written by":"Steven Flynn, CPA, CA, CPA (Washington)","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/#article","isPartOf":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/"},"author":{"name":"Steven Flynn, CPA, CA, CPA (Washington)","@id":"https:\/\/previous.ca.andersen.com\/fr\/#\/schema\/person\/fab9dea488c3e78d7206c81da4793468"},"headline":"Strafford PFIC Presentation \u2013 Additional Information","datePublished":"1970-01-01T00:00:00+00:00","dateModified":"2020-01-24T22:51:04+00:00","mainEntityOfPage":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/"},"wordCount":225,"commentCount":0,"publisher":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/#organization"},"inLanguage":"fr-FR","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/","url":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/","name":"Strafford PFIC Presentation \u2013 Additional Information &#8211; Andersen","isPartOf":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/#website"},"datePublished":"1970-01-01T00:00:00+00:00","dateModified":"2020-01-24T22:51:04+00:00","breadcrumb":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/previous.ca.andersen.com\/fr\/blog\/strafford-pfic-presentation-additional-information\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/previous.ca.andersen.com\/fr\/"},{"@type":"ListItem","position":2,"name":"Strafford PFIC Presentation \u2013 Additional Information"}]},{"@type":"WebSite","@id":"https:\/\/previous.ca.andersen.com\/fr\/#website","url":"https:\/\/previous.ca.andersen.com\/fr\/","name":"Andersen","description":"","publisher":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/previous.ca.andersen.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Organization","@id":"https:\/\/previous.ca.andersen.com\/fr\/#organization","name":"Andersen","url":"https:\/\/previous.ca.andersen.com\/fr\/","logo":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/previous.ca.andersen.com\/fr\/#\/schema\/logo\/image\/","url":"https:\/\/ca.andersen.com\/wp-content\/uploads\/2022\/04\/Logo-300px.jpg","contentUrl":"https:\/\/ca.andersen.com\/wp-content\/uploads\/2022\/04\/Logo-300px.jpg","width":300,"height":73,"caption":"Andersen"},"image":{"@id":"https:\/\/previous.ca.andersen.com\/fr\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Andersen-in-Canada-112675068127941","https:\/\/x.com\/AndersenCanada","https:\/\/www.linkedin.com\/company\/AndersenCanada\/"]},{"@type":"Person","@id":"https:\/\/previous.ca.andersen.com\/fr\/#\/schema\/person\/fab9dea488c3e78d7206c81da4793468","name":"Steven Flynn, CPA, CA, CPA (Washington)","image":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/previous.ca.andersen.com\/wp-content\/uploads\/2019\/12\/AT-bio-thumb-Vancouver-StevenFlynn.jpg","url":"https:\/\/previous.ca.andersen.com\/wp-content\/uploads\/2019\/12\/AT-bio-thumb-Vancouver-StevenFlynn.jpg","contentUrl":"https:\/\/previous.ca.andersen.com\/wp-content\/uploads\/2019\/12\/AT-bio-thumb-Vancouver-StevenFlynn.jpg","caption":"Steven Flynn, CPA, CA, CPA (Washington)"},"sameAs":["https:\/\/ca.andersen.com"],"url":"https:\/\/previous.ca.andersen.com\/fr\/blog\/author\/stevenflynn\/"}]}},"_links":{"self":[{"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/posts\/195","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/comments?post=195"}],"version-history":[{"count":7,"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/posts\/195\/revisions"}],"predecessor-version":[{"id":2022,"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/posts\/195\/revisions\/2022"}],"wp:attachment":[{"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/media?parent=195"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/categories?post=195"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/previous.ca.andersen.com\/fr\/wp-json\/wp\/v2\/tags?post=195"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}