WEBINAR

Retiring to Israel Tax Free: Implications of the Big Beautiful Bill on Americans Living in Israel – with Yaacov Jacob, CPA of Philip Stein & Associates

August 19th – 7 PM Israel / 12 Noon EST ​

Could it be possible for one to retire to Israel before 2026, make $90,000 of annual income, and pay zero tax to the US or Israel?

Sound too good to be true? With the new US tax law under the “Big Beautiful Bill” combined with Israeli tax law, this outcome could become a reality for you and many other retirees who plan wisely!

Join us for this August webinar with expert speaker Yaacov Jacob, CPA to discuss:

  • Understanding the new US tax law provisons
  • How this will impact Americans living in Israel
  • Other implications of the tax bill

and much more!

Afterwards, Norman Chait, CFA will speak briefly on investment, retirement and financial planning aspects that may be affected by the new tax law.

You don’t want to miss this webinar!

A recording will be sent out to all registrants, even if you cant make it, sign up today!

Yaacov Jacob, CPA

Director at Philip Stein & Associates

As a key leader at Philip Stein & Associates, Yaacov excels in international taxation and is passionate about integrating advanced technology, like AI and automation, into our tax services. He is dedicated to simplifying and enhancing the efficiency of tax processes for our clients.

In this rapidly evolving digital era, Yaacov remains ahead of industry trends with a deep knowledge of complex cross-border tax issues in a wide spread of areas and specialties including RSU grants, expatriation, trusts, and complex structures. His years of experience combined with a commitment to continuous learning allow him to provide innovative, tech-driven solutions to complex tax issues.

Open communication and personalized attention form the cornerstone of Yaacov’s approach. He is always prepared to build lasting relationships with clients and guide them through tax complexities with confidence and peace of mind.

Yaacov is a U.S. Certified Public Accountant (CPA) from NY and graduated summa cum laude from Lander College. 

Norman H. Chait, CFA

Managing Principal, Nardis Advisors LLC

Norman Chait is the Managing Principal of Nardis Advisors, an independent Registered Investment Advisor based in Scarsdale, NY, focused on building customized investment portfolios for a select group of individuals and families, especially for US citizens living overseas. He has 30 years of experience in all aspects of the traditional and alternative investment universe.


Norman received an MBA from Columbia University in 1995 (beta gamma sigma), and a Law Degree from Hebrew University of Jerusalem in 1988. He served in the Judge Advocate General Division of the Israel Defense Force from 1988-1993 and is a graduate of the Israel Defense Force Officer’s School. Norman is a Chartered Financial Analyst and Member of the New York Society of Security Analysts. He is also a licensed Portfolio Manager in Israel under the auspices of the Israel Securities Authority.


Norman moved back to Israel in 2016, after spending 23 years in New York, and lives in Zichron Ya’akov.