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Required Minimum Distributions (RMDs) – What U.S. Expats in Israel Need to Know
by I. David Waxman, EA What is an IRA? A Traditional Individual Retirement Account (IRA) allows taxpayers to set aside funds for retirement on a...
IRS Conflict Resolution: How to Fix Common Tax Problems
by I. David Waxman Introduction Dealing with the IRS isn’t anyone’s idea of fun. But mistakes happen, and when they do, you need a roadmap to get...
PFIC’s – a Practical Guide to the Perplexed
A Practical Guide to PFICs for U.S. Citizens Living in Israel Introduction For U.S. citizens living in Israel, one of the trickiest tax traps is the...
US Tax Traps and Israeli Investments (PFIC’s)
The PFIC Talk: Why Congress Made Your Israeli Savings Account a Tax Nightmareby I. David Waxman Every week, I have "the PFIC talk" with several...
Transferring Funds from the US to Israel: What to Expect
Many of our clients find themselves in a common situation: they maintain savings accounts, investment portfolios, and retirement funds in the United...
From Dust to Dust: When Estate Planning Meets Earthly Bureaucracy
Navigating IRS Transfer Certificates: A Guide for US Citizens Living in Israel By I. David Waxman, EA When a US citizen residing in Israel passes...