• Ben Maimon

US/Israel Tax, Estate, and Investment Review For Olim

Last

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


If you were unable to attend or would like to revisit the presentation, you can view the slides and recording of the Fox Rothschild LLP sponsored event here - http://ow.ly/cYtC50AtIUe


And a recording of the June 14th Nefesh B'Nefesh webinar on the same topic can be found here- http://ow.ly/IMhm50AtIUf


Please follow up with us at consult@maimonwealth.com if we can be of further assistance.

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please leave your information and we will  follow up.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

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