Being a financial advisor for expats is a challenging, exciting and rewarding profession. Here are five reasons why.  Five reasons being an expat financial advisor is great! #1 The opportunity to deal with complex situations It seems like being a financial advisor for expats, every day there is something new. Here are a few examples of ways in which we have helped US expats navigate the complexities of multiple countries’ financial and legal systems. An Israeli who was left shares of a certain US-listed beverage company in his late American grandmothers’...

I have been talking to potential and current clients who are in the process of moving to Israel, and most are overwhelmed by the number of things that need to be done. Here is a partial and non-exclusive relocation checklist. Relocation checklist for moving to Israel There are several items to address before moving to Israel. Here’s a checklist. Getting US financial affairs in order. Ensuring that immigration documentation is properly arranged. Selling the house. Deciding what to bring in container vessel. Setting up Israel bank account and deciding...

Here are six important investment tips for US persons moving overseas and changing their domicile to a foreign county. Here at Nardis, much of our focus is on Israel and the UK, but most of the principles listed below are relevant wherever you decide to move to. #1 Watch for double taxation The US taxes its citizens globally. There are tax treaties with most countries so you will most likely not be double-taxed on regular income etc., but you will pay residual US tax over a certain threshold ($107,600...

In this blog we are going to summarize the key relocation tips for US expats who are moving to Israel should be aware of. We have summarized these ideas in the video below. If you are a US expat moving to Israel and would like more expat financial tips, please join the Nardis Advisors email newsletter. https://www.youtube.com/watch?v=72GYmiBODSc&ab_channel=NormanNardisTV #1 Check your brokerage accounts Check to see if you can still trade in your US brokerage accounts. You want to check if...