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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.
Webinar Cost: $149.00 USD
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October 30, 2018
2:00 pm - 4:00 pm EDT
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