If you’ve been following my content for a while, you know I’ve written about PFICs before. What they are, why…

Last week (February, 2026), the Knesset unanimously passed an amendment to the National Insurance Law giving new Olim from the…

Throughout 2025, I spoke with hundreds of people making Aliyah who kept their U.S. jobs and continued working remotely. In…

My brother recently had to wait for his IRS refund to arrive by check. The process was long and painful….

If you are like many Americans with connections to Israel, the moment the IRS announces that the filing season is…

Making Aliyah is one of the most meaningful decisions a person can make. It is emotional, ideological, family-oriented, and often…

If you needed another reason to get your new child a U.S. citizenship and a Social Security number ASAP, the…

Recently, Finance Minister Bezalel Smotrich announced a potential new tax reform for new olim, effective starting in 2026. The announcement…

When you decide to leave your current employer, or they make that decision for you, the first question is what…

Many U.S. citizens living abroad call us in a panic that the IRS may give them heavy penalties for not…

Picture this. You are working at a fast-growing tech company. You get an email from HR saying that you are…

This summer, I’ve heard from about ten families per week making Aliyah. Many are professionals with established careers in the…

Your Apple badge might unlock every campus door, but it does not automatically unlock a smooth tax experience when your…

People often ask us if anyone in Israel has ever received an FBAR penalty. The answer isn’t only yes, but…

The One Big Beautiful Bill brought the end of GILTI, but that doesn’t mean it’s gone. Actually, it is more…

If you’re an American citizen living in Israel, you may not realize how different filing your American income tax becomes…

Parents are about to get a brand-new way to turbocharge their kids’ future. The sweeping U.S. bill (OBBB) signed on…

What if I told you that you or your parents could make Aliyah before 2026, make $90,000 annual income, and…

You may hear a lot of news about how the Child Tax Credit increased to $2,200 per child in the…

If you’re an American living in Israel, the new One Big Beautiful Bill (OBBB) could bring meaningful and wide-reaching changes…

You may already know that Israeli self-employed income means paying Social Security twice. But what most people miss is the…

What Is Estate Planning? All You Need to Know Estate planning is an essential process that enables individuals to decide…

The original proposal sent shockwaves through international investors, expats, and foreign account holders. A proposed 3.5% excise tax on funds…

If you’re planning to make Aliyah in 2025, there is a key update that could significantly impact your entire tax…

About 2 years ago, a family member of mine filed their U.S. tax return right on time, expecting a much-needed…

A Step-by-Step Guide for U.S. Expats If you live outside the United States and need to access your IRS account,…

An EIN (Employer Identification Number) helps streamline your financial and tax-related tasks, making it easier to navigate the world of…

Navigating equity compensation options, such as RSUs (Restricted Stock Units) and stock options, can be challenging. This is especially true…

Learn how U.S. Social Security benefits are taxed (or not) in Israel, how to set up SSA direct deposit to…

See here for the latest update on this issue. We are asked this question every week. Historically, the answer was…

Imagine next April, when you’re earning $60,000 as a software tester in Tel Aviv. As you review your U.S. tax…

How Green Card Holders Living in Israel Can Navigate U.S. Tax Rules, Avoid Double Taxation, and Minimize Estate Tax Risks…

If you’re working at a U.S. or Israeli high-tech company, chances are you’ve come across the term ESPP, short for…

Relocating top talent from Israel to the United States represents a significant growth milestone for Israeli companies. It opens doors…

Welcome to Your Guide to RSUs in Israel If you’re an employee in an Israeli high-tech company receiving RSUs as…

Many people who know me well call me a pessimist.  I’d change, but it’s just hopeless ;).   Often, two sides…

Restricted Stock Units (RSUs) and stock options under Israel’s 102 equity plan offer significant tax benefits, but only if you…

Over the past 10 years, thousands of clients have asked me whether they should use a U.S. or Israeli address…

The end of the year doesn’t mean the end of tax-saving opportunities. Even after December 31st, you can still take…

Welcome to the second annual review of the most significant tax court cases affecting U.S. citizens living abroad. Building on…

SOCIAL SECURITY BENEFITS TO INCREASE FOR U.S. CITIZENS IN ISRAEL!  The Senate has officially passed H.R. 82, the Social Security…

If you’re an American living in Israel and running a business overseas, the recent U.S. election results may bring some…

Everything You Need to Know as a U.S. Citizen Living Abroad In almost every client conversation these days, I end…

Impact of U.S. Election Results on Estate and Gift Taxes If you are a U.S. citizen in Israel, the recent…

What is a Double Trigger for RSUs? A double-trigger RSU is a type of equity compensation where two separate events…

Aliyah and the big mistake people make Time and time again, I have seen people coming to live the dream…

According to many studies, each generation is getting worse and worse at saving for retirement. The inability to invest in…

8 Key Points and 3 Tax-Saving Techniques Retiring to Israel as a U.S. citizen raises important questions, particularly about how…

Our previous article discussed the U.S. tax obligations on Israeli rental income for U.S. citizens living in Israel. Understanding and managing…

As a U.S. citizen living in Israel and owning rental property, you may owe U.S. taxes. The United States taxes…

There is a double tax issue for U.S. citizens working in Israeli high-tech, which you can read about here. Many…

As the summer heat intensifies, the allure of a European vacation becomes increasingly tempting for US citizens living in Israel….

Are you feeling overwhelmed by your stock options grant in the Israeli high-tech sector? You’re not alone. Many U.S. citizens…

As we move through 2024, significant changes are on the horizon for U.S. trust and estate rules. Currently, each U.S….

Many Israelis moving to the U.S. do so without thorough planning, often falling victim to double taxation issues. They aren’t…

Relocating from Israel to the U.S. is an exciting journey filled with new opportunities. However, many new arrivals fall into…

U.S. taxpayers in Israel are out of luck, but the Supreme Court just saved our timeline from chaos.   On…

To most people, the idea sounds crazy. U.S. citizenship is highly coveted, with hundreds of thousands vying for it each…

To most people, the idea sounds crazy. U.S. citizenship is highly coveted, with hundreds of thousands vying for it each…

To most people, the idea sounds crazy. U.S. citizenship is highly coveted, with hundreds of thousands vying for it each…

For the past three years, the number of people making Aliyah to Israel has increased. That doesn’t seem surprising in light…

Trusts are often perceived as complex legal entities reserved for the wealthy or those with extensive assets. However, the reality…

In a sea of TikTok tax hacks and too-good-to-be-true promises, finding genuine tax-saving strategies can feel like a wild goose…

Introduction   When establishing a trust involving U.S. citizens living in Israel, navigating both countries’ legal and tax nuances…

  In a world that feels increasingly complex and restrictive with filings, the value of a U.S. passport might seem…

While many people are applying for green cards, citizenship, and work visas to allow entry into the U.S., there are…

What is “sell to cover,” and why is it a Trojan horse?   In the Restricted Stock Units (RSUs) world,…

On March 11th, the White House released Biden’s budget proposal for the 2025 Fiscal Year. Delving into President Biden’s proposed…

Importance of Financial Planning When Making Aliyah to Israel Embarking on the journey of making Aliyah to Israel is exciting…

As Israel tries to recoup some of the war expenses, there’s growing speculation about the future of the 10-year tax…

Why is Timing Everything?   Navigating Restricted Stock Units (RSUs) can often feel like walking a tightrope, especially for…

Do you fully understand the equity grant you just received at work? Do you hold stock options or RSUs? Is…

Do you have a private kupat gemel l’hashkaa open? Do you have kranot ne’emanut or kranot sal investments in the…

Many people are still learning about the problems and pitfalls of Passive Foreign Investment Companies (PFICs). But then, what alternatives…

The intersection of U.S. and Israeli tax laws for American citizens living and working in Israel’s hi-tech sector can be…

Embarking on a professional journey in Israel as an American after making Aliyah is like diving into a vibrant tapestry…

The past year has brought a wave of fantastic court cases for American expatriates in Israel as pivotal U.S. court…

5 things you must do before year end to reduce your 2023 taxes and make your filing easier next year….

For U.S. citizens residing in Israel, one of the biggest concerns is receiving a dreaded IRS notice. It isn’t a…

In a transformative move, the IRS has officially sanctioned the long-term use of electronic signatures on a multitude of forms,…

The IRS, in a rare occurrence, came out over the weekend with a special notice targeting those affected in Israel…

Recent developments in the United States legal sphere might have significant implications for U.S. taxpayers abroad, particularly those residing in…

As a U.S. expat residing in Israel, staying informed about potential U.S. tax changes is crucial. The American legislative landscape…

In recent years, the plight of American expatriates burdened by the complications of U.S. tax law has become an increasingly…

In a recent U.S. Tax Court decision, Alon Farhy v. Commissioner of the Internal Revenue Service, the court ruled that…

As we approach the Passover holiday, celebrating the liberation of the Jewish people from slavery in Egypt, it’s a good…

House Republicans have taken a bold step towards fulfilling their campaign promise of cutting back on President Biden’s economic agenda…

“Don’t you just take the information I give you and plug it into some software?” This is one of my…

The most common issues that make dual-status citizens living in Israel owe U.S. tax Our clients are always in a…

Updates from the new final and proposed regulations and what they mean for individual taxpayers: On June 14th the IRS…

The danger of the new Global Intangible Low Taxed Income (GILTI) rules has been greatly reduced with the new proposed…

Following Apple’s recent March announcements conference, the biggest buzz was about their Apple Card. You will have to decide independently…

The IRS has just published proposed regulations on internal revenue code Sec. 250 and how it relates to Global Intangible…

‘By failing to prepare, you are preparing to fail.’ ― Benjamin Franklin The Trump Reform (Tax Cuts & Jobs Act)…

Great interest in cryptocurrencies has alerted the US Internal Revenue Service (IRS), which has decided to crack down on Bitcoin…

Bitcoin and other cryptocurrencies have been talked about over the past couple of years, however, with a recent explosion in…

An average family with five kids may be entitled to receive an additional $2,000 a year, or even more. The…