Do you know the tax exemptions available for new immigrants?

Do you help avoid double taxation?

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.

Can you assist with investment accounts that are compliant in both countries?

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.

Can you guide me on transferring my U.S. retirement accounts to Israel?

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.

Do you know the tax exemptions available for new immigrants?

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