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Tax, Trusts and Investment Considerations for Israeli Americans

Updated: Mar 1, 2020

We had the pleasure of participating in an informative panel of experts covering US - Israel Tax, Trusts and Investment considerations for Israeli and American families and their businesses. The panelists covered a range of interesting topics including:

  1. U.S. and Israeli tax and legal considerations when living or doing business in Israel

  2. Tax planning and compliance for US trusts with Israeli beneficiaries

  3. Investment planning for American and Israeli families

Click Here to download the slides from the event.


  • Ben Maimon, MaimonWealth

  • Debra Hirsch, Fox Rothschild LLP

  • Mark Hess, Fox Rothschild LLP

  • Gidon Broide, Broide & Co.

  • Greg Roer, Roer and Company

  • Inna Merzheritsky, BPM LLP

  • Richard Weisinger, Gerber & Co



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