Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Yes. We perform a comprehensive cost-of-living analysis based on your desired location, lifestyle, and family situation in Israel. We then factor in currency fluctuations, healthcare costs, and taxation to determine a realistic, personalized retirement target that supports financial independence and peace of mind.
We build customized retirement strategies that integrate both U.S. and Israeli financial systems. This includes managing income from Social Security, pensions, and retirement accounts while coordinating with Israeli banking, taxation, and healthcare considerations. Our goal is to create a smooth, sustainable income stream that supports your lifestyle throughout retirement.
We continuously monitor updates to both U.S. and Israeli tax regulations and participate in professional cross-border financial planning networks. This allows us to adapt strategies quickly and keep your financial plan compliant, current, and optimized.
We provide general guidance on how capital gains are treated in Israel and how they interact with U.S. tax obligations. For more detailed calculations and filings, we coordinate with local accountants to ensure you stay compliant while maximizing your after-tax returns.
Yes. We frequently advise retirees on how their Social Security and U.S. pension income will be treated under Israeli tax law. We help ensure benefits are received efficiently, with the appropriate withholdings and reporting handled correctly to avoid unnecessary tax exposure.
Yes. We provide guidance on how residency affects your tax status in both countries. Working with Israeli accountants, we help you understand when you may become an Israeli tax resident and how to structure your finances accordingly to protect income and reduce future liabilities.
We help structure withdrawals and distributions from IRAs, 401(k)s, and Social Security in a tax-efficient way under both U.S. and Israeli law. Through careful planning, we can often reduce or defer taxes while maintaining compliance with both governments.
Yes. We ensure that all accounts under our management are structured for FATCA compliance and that clients are aware of FBAR reporting requirements. Our firm proactively coordinates with your tax preparer to ensure full transparency and accuracy in every disclosure.
We do not personally prepare or file tax returns. However, we collaborate with trusted, highly experienced CPAs in both the U.S. and Israel who specialize in cross-border taxation. We stay involved throughout the process to ensure all financial planning decisions align with your tax strategy.
Yes. We are well-versed in FATCA, FBAR, and IRS foreign reporting rules for U.S. citizens living abroad. We also understand Israeli tax obligations for residents with global income. Our guidance ensures you remain compliant while optimizing your financial structure in both jurisdictions.