4 results for “foreign fund”

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Why an ordinary foreign fund can become a U.S. tax problem

A plain-English explanation of why the fund’s legal structure matters—and what to check before buying or selling.

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Returning to the United States After Years Abroad

Americans preparing to repatriate with foreign accounts assets or pensions. A practical long-form guide to choose the u s return date deliberately, review foreign funds pensions and insurance products, plan currency transfers and liquidi…

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The U S U K Investment Catch 22

Americans in Britain trying to avoid both PFIC rules and U K offshore fund problems. A practical long-form guide to explain the u s treatment of foreign funds, explain u k reporting fund status, identify where the two systems conflict, a…

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Before You Become a U S Tax Resident

Foreign nationals who can still restructure assets before arrival. A practical long-form guide to identify the first possible residency date, review foreign funds companies trusts and pensions, consider gains basis and liquidity before e…

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