Norman Chait

The reporting of foreign assets doesn't have to be a headache!

Compliance with reporting of foreign assets: tips for US expats to avoid stress

The United States takes a dim view on citizens who try to avoid taxes and/or hide assets overseas. These laws were formulated primarily to clamp down on criminal activity, for example drug dealers, tax avoiders and terrorists.  Nevertheless, ordinary citizens sometime find themselves impacted for non-compliance regarding reporting of foreign assets. Yes, you can be […]

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This woman traveling overseas may need to familiarize herself with the basics of investing abroad, many of which are discussed in this article.

A guide to investing abroad (where and without excess taxes) for US expats

Here are some thoughts about investing abroad for US expats, Americans living abroad, and others who may be moving overseas. This guide may teach you what kinds of accounts you can use, based upon where you live, and your citizenship. Pay careful attention because knowing this information may help you reduce unwanted taxes. Before we

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This post talks about the dollar vs. shekel exchange rate and what it means for expats.

What the strengthening dollar vs shekel means for US expats in 2023

The current market and economic focus has been on higher interest rates, higher inflation and the more recent sell-off in stock and bonds. One thing that has been overlooked is the stronger dollar vs shekel, what it means for those who hold Israeli shekels, many of whom are expats or Americans living abroad. But first,

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This blog discusses the financial issues faced by US expats, and how to address them.

How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats

What does one do when you are no longer a resident in the United States and your US brokerage firm informs you that they can no longer service your account? Nardis Advisors specializes in helping resolve the financial issues faced by US expats. Before we get started discussing our case studies on US expat financial

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This blog is about immigrating to Israel and the tips you should know if making Aliyah or moving back to Israel.

Immigrating to Israel: expat finance tips & more!

Immigrating to Israel is a transition that encompasses many touch points – financial, psychological, cultural, lifestyle, etc.  Here are some thoughts for those of you who intend to make Aliyah (immigrate to Israel), or those of you who are Israeli-born US expat citizens who plan to move back to Israel (Toshavim Hozrim). Before we get started, if you

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