Dear fellow practitioners, CPAs, attorneys, and other professionals. Welcome to the fourth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas.
While we mostly focus on Americans living in Israel, we do also have clients in the UK, South Africa, Australia, and the EU. We reckon about 75-80% of expat money matters are related to the US side of the equation. So, while we may often use Israeli examples, they may be relevant to other countries, too.
This month we focus this on two key issues and how to...
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