THE PFIC TRAP
What Every American Abroad Must Know Before Investing Offshore
What is inside the Guide?
In This Guide, You’ll Learn:
- What exactly qualifies as a PFIC
- Why most offshore funds, even compliant ones abroad, can cause U.S. tax issues
- Why QEF elections don’t always fix the problem
- The true cost of not understanding the difference between capital gains and dividends
- How to protect your investments from over-taxation and IRS scrutiny
Whether you’re a long-time expat or just exploring international investing, this guide will help you avoid costly missteps and understand the questions your advisor should already be asking.
It’s not too late to fix it. but don’t wait until it is.
Protect What You’ve Worked For
If you've made it to this point, here's what you already know:
- PFICs are one of the most punitive tax regimes in the U.S. code
- Most Americans abroad are never told how these rules work
- Many international advisors aren’t licensed, insured, or trained to help you navigate these risks
- And even well-meaning local advice can have severe U.S. tax consequences
But now, you're armed with awareness—and you don’t have to figure this out alone.
What We Offer at American Expat Advisors
AEA is a referral-based platform that helps Americans abroad and U.S.-connected individuals:
- Review their portfolios for PFIC exposure
- Understand their reporting obligations
- Coordinate investment strategies with tax professionals
- Get matched with U.S.-licensed advisors who understand cross- border wealth
We don’t sell products. We don’t take custody of your assets. We simply make sure you’re talking to the right professionals – before the IRS gets involved.
THE PFIC TRAP
Download the Guide
Disclosure: American Expat Advisors is an educational and marketing platform. We are not a licensed financial advisory firm. We refer individuals to independent U.S.- licensed financial advisors who specialize in serving Americans living abroad. We do not provide financial, legal, or tax advice. Please consult a qualified professional regarding your individual situation.
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