(Plain-English guide for parents, adult kids, and the new grand-babies) by I. David Waxman, EA The story so far Many years ago, you left the alter...
US–Israeli Citizens — The Next Generation
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DP Testimonials
Coping with the War, Coping with Taxes
by I. David Waxman, EA Israel Disaster/Terror Relief: What It Means for Your U.S. Taxes (2023–2026) A note from the Cole Waxman team Like all of the...
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...