Do you help set up tax-efficient charitable giving in Israel and the US?
Yes, we can help with this.
Frequently Asked Questions
Find clear answers to common questions on taxes, investments, and financial planning for expats navigating life abroad.
Do you have experience with estate planning for dual citizens?
Yes we do, but work with qualified specialist lawyers.
How do you help minimize capital gains taxes in both jurisdictions?
We employ tax harvesting and tax offset strategies, in each country separately.
Do you coordinate with tax professionals in both countries?
Yes we do. We work closely with each client’s CPA.