Tag: IRS Reporting (Form 8621 & 8938)

Foreign Investments & U.S. Tax Rules: What Investors Need to Know

Jamiu Bakare, CPA, EA, CFA | Baccus Consulting

November 3, 2025

Tax Insights, International & Cross-Border Tax

Investing globally can deliver diversification and growth, but it also brings complex U.S. tax obligations for residents, expats and cross-border investors. This article breaks down PFIC compliance, key IRS reporting forms, and strategies for staying compliant while optimizing returns. Read more