Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
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.
Absolutely. The U.S.–Israel Tax Treaty offers mechanisms to prevent double taxation, but applying them correctly requires coordination between advisors in both countries. We ensure that income, pensions, and investment returns are reported accurately and structured efficiently so that you only pay what’s legally required—nothing more.
Yes. We work closely with both U.S. CPAs and Israeli tax advisors to ensure your financial plan is fully integrated and compliant with both tax systems. Our goal is to minimize unnecessary taxation and reporting errors while aligning your investment and income strategies across borders.