Expats

US Federal tax filing deadlines extended for Israel residents

For US tax payers in Israel, (or people whose tax preparers are resident in Israel), the IRS has just released a note delaying certain federal tax filings to October 7, 2024. The list of tax filings included in the IRS release is summarized below. Please refer to the original release for details. This does not relate to …

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Estate Planning for US Citizens Living in Israel: Navigating the Complexities for Global Families

We recently hosted a webinar on Estate Planning for the US Citizen living in Israel, with special guest speakers Mirit Hoffman, esq. and Osher Haleli, esq. The webinar shed some light on the complexities for US citizens living in Israel as they navigate the estate planning process across international borders. In this blog post, we …

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Expat 401k catch up contributions: not all they’re cracked up to be!

Good news! Change number 237 of the Secure 2.0 Act was just announced. This latest change involves changes to how 401K catch up contributions for people over 50 earning more than $145,000 are treated. The SECURE Act changed everything Before the passage of the new Secure Act last year, employees over 50 with a 401K …

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Israel estate planning for US expats: Attend the Webinar!

WEBINAR DETAILS Date: Wednesday, September 20th, 2023 Time: 7 pm Israel, 12 noon eastern Israel estate planning for US expats can be complicated – but it doesn’t have to be! Attend our webinar and learn: The three main documents needed for Estate Planning in Israel (a Medical Directive, an Enduring, or Durable, Power of Attorney, …

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skyline of Tel-Aviv

5 things every college grad should know before moving to Tel-Aviv

Relocating to sunny Tel-Aviv has become an attractive option for young professionals both of Jewish and non-Jewish faith in the last few years, especially now that Covid has turned a lot of jobs remote. And what isn’t there to love? Gorgeous beaches, great food and a bustling nightlife scene only encapsulates a fraction of what …

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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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