US/Israel Tax, Estate, and Investment Review For Olim
month, we had the pleasure to participate in two expert panels on the topic of US/Israel Tax and Investment Matters for Olim. We’d like to thank the hundreds of professionals and prospective Olim who participated, and especially appreciate their very positive feedback.
The following topics were discussed during the talk:
• Select US & Israel Tax Issues Confronting Olim
- Tax credits
- Israeli tax holiday
- FBAR reporting
- Expatriation tax
- Israeli taxation of US trusts
• Taxation of retirement and Social Security income
• Investment challenges facing Olim from the US
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