Here is What You'll Learn

For U.S. citizens living abroad, building a local investment portfolio seems like a natural step toward financial security. However, a hidden regulatory landmine catches thousands of expats off guard every year: the PFIC (Passive Foreign Investment Company) trap.

If you hold foreign mutual funds, ETFs, or even certain local pension accounts, the IRS may classify them as PFICs. The result? Punitive tax rates that can top 50%, complex annual reporting requirements (IRS Form 8621), and compounding interest penalties that can quietly erode your global wealth.

Join Joel Barretto, CFP®, Cross Border Wealth Manager at Abacus Wealth International, for a crucial, educational webinar designed to demystify PFICs and protect your hard-earned capital.

In this highly focused session, you will learn:
– The PFIC Anatomy: Exactly what qualifies as a Passive Foreign Investment Company and why standard local bank investments are a compliance trap for Americans.

– The Cost of Inaction: How PFIC taxation actually works and how to identify if your current global portfolio is exposed to hidden IRS penalties.

– IRS-Compliant Alternatives: Legitimate, cross-border investment strategies that allow you to grow your wealth globally while remaining fully compliant.

Secure Your Spot Today
Don’t let unintended tax compliance errors compromise your global financial future. Spaces are limited, register now to save your seat,