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PFIC Training Series – PFIC Masterclass: QEF & MTM

October 30, 2018 @ 2:00 pm - 4:00 pm EDT


Part 3

Instructor: Mary Beth Lougen, EA, USTCP
IRS Program Number: NMVBP-T-00112-18-O

This webinar will instruct in both the details and computations required to complete Form 8621 under the qualified electing fund (QEF) and mark-to-market (MTM) regulations. This is a course aimed at practitioners that have an intermediate level of understanding of PFIC taxation. The materials will be computation-intensive and will cover both QEF and MTM theory as well as application on Form 8621.

Learning Objectives:

  • Describe the overall QEF and MTM mechanisms and their purposes.
  • Analyze the benefits and drawbacks of the QEF and MTM elections.
  • Complete a basic Form 8621 using the QEF and MTM regimes.
  • Transfer the tax items from a completed Form 8621 using the QEF and MTM regimes to the tax return.

Register for this course.

Learn more about the series and other international trainings and discounts.


October 30, 2018
2:00 pm - 4:00 pm EDT
Event Category: