Navigating PFIC, CFC, IRA, and Audit Risks in Golden Visa Funds

U.S. investors in Portuguese Golden Visa funds face significant, overlooked tax reporting challenges. CPAs are the last line of defense against hidden filing obligations. Learn how to test for CFC exposure, evaluate whether facially unremarkable PFIC Annual Information Statements are valid for QEF elections, identify unreported tiered foreign assets, prevent missed FBARs, assess whether IRAs that funded subscriptions remain viable, and avoid unrecoverable overpayments. The webinar will show where reporting breaks down, what analysis and documentation belong in the file before filing positions harden, and how cross-border securities enforcement can prompt inquiries and audits. Instructor(s): Amy Short -   / shortamy   Learn more about PFIC Help: http://PFICHelp.com 🔔 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self Study course is ready (typically within two business days post-webinar). Once the QAS Self Study course is ready, you can access it here: https://www.earmark.app/c/3433