Do you understand Israeli pension laws?

We have a basic understanding of Israeli Pension laws, but this is a separate filed in Israel. We refer our clients to qualified Israel pension consultants.

Do you help avoid double taxation?

The US-Israel tax treaty generally does a good job of avoiding double taxation. While we understand the basic provisions, we recommend speaking to a qualified CPA.

How do you plan for financial needs before, during, and after Aliyah?

We work with the client in order to identify their assets, their key financial goals and then build a customized investment plan. It is very important to plan ahead.

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

Yes, we design investment accounts in the US also for non-US citizens resident outside the United States, that aim to minimize exposure to US estate tax. For US citizens investing in Israel, we make sure that the portfolios are invested in a manner that avoid US PFIC taxes.

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Do you understand Israeli pension laws?

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