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Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Non-US pooled funds held by US taxpayers

research note, Cross-border desk. Published on corpus day 4; reviewed every 60 days.

56d

Age

4d

To review

1

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1

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Review due in 4 days

Current until then. Retrieval marks it so an advisor quoting it today knows it is about to be re-read.

Passages

  1. p1

    Holdings in non-US pooled funds may be classified as PFICs for US taxpayers, with punitive default tax treatment unless an election is made.

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