Can you work with my Israeli and US CPA?

We have developed close relationships with both Israeli CPAs (i.e. who prepare Israeli tax returns), as well as US CPAs based both in Israel and elsewhere who prepare US tax returns. Should you need a new CPA, we can match you with somebody based on your location, your personal circumstance, and the complexity of your tax return.

Do you specialize in cross-border financial planning?

Yes we do. In particular with regards to Israel-US financial planning, but also between the US and other countries.

Are you a fiduciary, and what does that mean in practice?

Yes – we are a fiduciary financial advisor: an advisor that is legally and ethically bound to act in their client’s best interests, prioritizing the client’s financial well-being over their own compensation or firm incentives. As a fiduciary, Nardis Advisors operates under an asset-based fee-only financial structure to avoid conflicts of interest.

Do you speak Hebrew fluently?

Yes, Norman made Aliyah to Israel from South Africa initially in January 1984, and has a Law Degree from the Hebrew University of Jerusalem where the language of instruction is Hebrew.

Can you work with my Israeli and US CPA?

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