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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...
Two Days Too Early: A Tax Pro’s (Almost) Perfect Baby Timing
By Ely Cole Child Tax Credit Changes – and My Almost-Perfect Timing As a US CPA specializing in individual tax filings and planning for over 20...
Self-Employment Tax
U.S. Self-Employment Tax for Americans in Israel: What You Need to Know If you’re a U.S. citizen living in Israel and running your own business —...
Social Security Benefits
for U.S. Citizens Living in Israel: Navigating New Opportunities For U.S. citizens living in Israel, understanding how to maximize Social Security...