Do you help avoid double taxation?

Can you assist with investment accounts that are compliant in both countries?

Yes. We offer investment accounts that are fully compliant with both U.S. and Israeli regulations. These accounts are designed to help American citizens living in Israel avoid tax complications while maintaining access to globally diversified portfolios in either currency.

How do you handle FATCA compliance?

We ensure all client accounts are structured to meet FATCA (Foreign Account Tax Compliance Act) requirements. For complex tax reporting needs, we coordinate with qualified U.S. CPAs and tax preparers who specialize in expatriate compliance to ensure everything is properly documented and filed.

Do you know the tax exemptions available for new immigrants?

Yes. We are familiar with the tax exemptions offered to new olim, such as the 10-year exemption on foreign income. We integrate these benefits into your overall financial plan to ensure compliance while maximizing the advantages available under Israeli law.

Do you help avoid double taxation?

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