Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Yes. We offer multi-currency investment strategies. This means you can maintain exposure in both U.S. dollars and Israeli shekels, allowing for flexibility in withdrawals, expenses, and diversification across currencies. This helps protect you from exchange rate volatility and inflation in either country.
Yes. We manage portfolios that include both U.S. and Israeli investments, depending on your residency, tax status, and long-term goals. Our approach is fully compliant with cross-border regulations and designed to optimize after-tax returns while maintaining liquidity and accessibility in both countries.
We ensure all client accounts are structured to meet FATCA (Foreign Account Tax Compliance Act) requirements. For complex tax reporting needs, we coordinate with qualified U.S. CPAs and tax preparers who specialize in expatriate compliance to ensure everything is properly documented and filed.
Yes. We offer investment accounts that are fully compliant with both U.S. and Israeli regulations. These accounts are designed to help American citizens living in Israel avoid tax complications while maintaining access to globally diversified portfolios in either currency.
While we do not directly manage healthcare planning, we help clients anticipate and budget for Israeli health insurance costs as part of their broader retirement or relocation plan. We also refer clients to local experts for detailed comparisons of private and public coverage options.
We can provide general guidance and recommendations on available life, health, and long-term care insurance products in Israel. However, for specific policies and coverage, we refer clients to licensed insurance professionals who specialize in serving the expatriate and oleh community.
Yes. The U.S.-Israel tax treaty does an effective job of preventing double taxation when applied correctly. We coordinate with cross-border tax professionals to ensure your income, pensions, and investments are structured efficiently, minimizing unnecessary taxes in both countries.
Yes, we can provide detailed guidance. However, in most cases, we do not recommend transferring U.S. retirement accounts to Israel due to tax implications, reporting complexity, and potential loss of flexibility. Instead, we typically advise keeping these accounts in the U.S. while structuring your withdrawals strategically for life in Israel.
Yes. We are familiar with the tax exemptions offered to new olim, such as the 10-year exemption on foreign income. We integrate these benefits into your overall financial plan to ensure compliance while maximizing the advantages available under Israeli law.
While we do not directly handle the administrative aspects of aliyah or oleh benefits, we work closely with clients to ensure their financial and tax strategies take full advantage of the incentives and exemptions available to new immigrants. We also connect clients with trusted organizations that specialize in navigating government benefits.