WEBINAR


How to Access Your US Assets When Living Overseas

Tuesday October 13th – 7 PM Israel /12 Noon EST ​

You live abroad…Your investments are in the US – NOW WHAT?

Join us for our free Webinar on Tuesday, October 13th with special guests Adv. Avrum Aaron, Yaacov Jacob, CPA, and Norman H. Chait, CFA, Managing Principal at Nardis Advisors LLC.

Topics to be Discussed: 

1. The three stages of life where you need easy access to your money:

    • At Present – Is your US bank or broker/custodian giving you any difficulties? 
    • In the Future – When you lose legal capacity – who can access the money on your behalf?
    • Your Legacy – how will your heirs receive their inheritance smoothly and quickly?

    2. Easier access to your US financial, social security and tax records. 

    3. Control over your wealth – why asset consolidation makes sense – rather than having your investments spread around with multiple custodians.

    Our special guest speakers include:

    1. Adv. Avrum Aaron – US Trust specialist, Avrum will describe the advantages of a US revocable trust for estate planning.
    2. Yaacov Jacob – US CPA and AI Guru Supreme – Yaacov will be discussing how to navigate www.id.me and other online access tools.

    Afterwards Norman H, Chait, CFA, and Mike Reed of Nardis Advisors will discuss how we locate and consolidate hard to find assets. 

    Secure your spot today! A recording will be sent to all registrants after the webinar.

    Adv. Avrum Aaron

    Avrum Aaron & Associates

    With more than three decades of experience across tax, estate planning, finance, commercial law, securities, contracts, and corporate governance, Avrum brings more than legal drafting to the table. He helps clients understand how their assets, businesses, family obligations, and long-term plans interact across two legal systems.

    His practice focuses on U.S. trusts and estate planning, tax-sensitive legal strategy, commercial agreements, business formation, shareholder and partnership agreements, employment matters, and cross-border asset planning. For Americans living in Israel, and for businesses operating between both countries, Avrum’s work is built around one central question: how do we structure this correctly before it becomes expensive to fix?

    Before founding his firm, Avrum held senior legal, financial, and executive roles, including Chief Financial Officer and General Counsel positions in technology, investment, and commercial companies. That background gives him a practical understanding of risk, ownership, cash flow, contracts, fundraising, governance, and the business consequences behind legal decisions.

    Avrum earned his J.D. from Columbia University School of Law, his LL.M. in Taxation from New York University School of Law, and his B.A. in Philosophy from Yeshiva University.

    At Avrum Aaron & Associates, his approach is strategic, direct, and grounded in real-world experience: understand the full picture, identify the exposure, and build a plan that works on both sides of the ocean.

    Yaacov Jacob, CPA

    Y2J Tax Advisory

    Yaacov is a licensed CPA (New York) with over 15 years of experience in US tax preparation and advisory for Americans living abroad.

    He has built his practice around one core principle. Clients should understand their own taxes. Not just the numbers, but the reasoning, the strategy, and the decisions behind every filing.

    At his previous firm, Yaacov managed a team of 40 associates. He loved helping them grow, but found that when clients were handed off to junior staff, they couldn’t deliver the same level of expertise. That experience shaped everything about Y2J Tax Advisory.

    Too many Americans in Israel were getting impersonal, confusing service from firms that treated cross-border tax as an afterthought. Yaacov built something different. A boutique practice where every client works directly with experienced professionals who know this space inside and out.

    Norman 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.