• April 22, 2025
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    • Articles
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    • Market Insights
    An Open Letter to US Treasury Secretary Scott Bessent
    Dear Scott, I trust this finds you well. You most likely do not remember me, but we met a few times almost 25 years ago in 2001, when you set up your hedge fund after leaving Soros. I was part of the hedge fund research group at AIG Global together with the late (and great)…
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Blog

Keep up with our latest thoughts, updates, tips and case studies on expat finances.
  • January 10, 2024
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    • Expats
    • |
    • Moving to Israel
    What to do when the Israel Ten Year Tax Holiday Ends
    WEBINAR DETAILSDate: Tuesday, February 6th, 2024Time: 7 pm Israel, 12 noon eastern The Israeli Income Tax Ordinance provides benefits to new immigrants (Olim) and returning citizens, making Aliyah an attractive option. But what do you do when the 10 Year Tax Holiday ends?Attend our webinar and learn:How the Israel 10 Year Tax Holiday benefits Olim…
  • This blog discusses the financial issues faced by US expats, and how to address them.
    March 23, 2022
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    • Expats
    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…
  • This blog discusses the financial issues faced by US expats, and how to address them.
    March 23, 2022
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    • Expats
    How Nardis Advisors Guides Americans Living in the UK to be Tax Wise
    This expat case study talks about how a tax issue was resolved for two Americans living in the UK. Before we get started, we are financial advisors serving US expats, with a focus on Israel. We’ve written these blogs on expat finance that you may wish to read: Expat investing tips A guide to retiring…
  • Expat divorces can be quite complicated.
    March 23, 2022
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    • Expats
    Case study of a US expat divorce in Israel
    The financial implications of expat divorce can be far reaching. In this case study, we discuss the steps taken to resolve the financial complexities faced by a divorcing US expat couple in Israel. We’ll talk about what expat divorce is, the challenges faced, and how these issues were resolved. Before we get started, we have…
  • In this blog we discuss a few Israel Expat case studies that CPAs and other professionals can use to serve their clients.
    September 8, 2021
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    • Expats
    Israel Expat Case Studies
    Here are two recent cases revealing the challenging personal and financial circumstances expats tends to face. These Israel expat case studies may be pertinent for some of your clients – and if so, then please feel free to give us a call.  Moving to Israel  The person is a recent widow who is a US…

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