Friday, August 18th, 2017

IRS Finally Collects From Taxpayer Living Abroad

I’ve been waiting for a case like this to come down – Taxpayer who resides outside the U.S., whom the IRS pursues for penalties as a result of a compliance procedure: http://www.step.org/news/irs-pursues-canadian-resident-who-refused-pay-offshore-penalty  

Planning For the Future – Wills & Incapacity in the US & Israel

February 15, 2017 by  
Filed under Estate Planning

TOGETHER WITH AACI IN TEL AVIV Planning For the Future – Wills & Incapacity in the US & Israel   Do I need an Israeli Will? A US Will? Both? What is a trust? Do I need one? What is a Guardian (in Hebrew “Apotropos”)? When would I need one and how is he or she chosen? I’ve been putting off writing a [...]

U.S. amnesty window of opportunity

January 19, 2017 by  
Filed under Estate Planning

Published in the Jerusalem Post · 5 Jan 2017 · • By FELICIA M. SEATON and LEON HARRIS Reprinted by Permission This article can either be read below, or online at: http://pressreader.com/@O_S.2/rsC2x8fmEtHACLYOo36gSNxKfMnvi4C4tK9ZRXa3GPg1   U.S. persons have a rare window of opportunity. It is important to take advantage of this window. That window provides us the [...]

Lecture: Wills, Inheritances & Taxes in the U.S. & Israel

January 11, 2017 by  
Filed under Estate Planning

Tuesday, Jan. 24, 2017 at 7:30 pm in Rehovot  Topics will include: Should I have a U.S. Will and an Israeli Will? What will happen if I can’t make decisions anymore? Which taxes apply to me? What planning is available to reduce those taxes? If you have minor children, if you own anything in the US, or if [...]

End of Year Planning

December 5, 2016 by  
Filed under Estate Planning

The end of the year is nigh! December 31 is a cutoff date for several tax benefits that you might be eligible to enjoy. Come hear what they are. If you are planning your end of year taxes, it’s a good time to implement some other ideas as well! Learn how to prepare your Will, [...]

Partnering with AACI Down South

May 8, 2016 by  
Filed under Estate Planning

AACI Navigational Lecture Series Get the inside scoop on information you need to ease your life in Israel. Wills and Trusts in Israel and Abroad Monday, May 23 at 7pm Should I have a US Will and an Israeli Will? What will happen if I can’t make decisions anymore? If you have minor children, if [...]

What We Need to Know

September 10, 2015 by  
Filed under Estate Planning

At this time many of us tend to review the past year, to learn from it, and ensure that we are prepared for the new coming year. I thought that a checklist would help in the estate planning realm:  Do you know what you own? Where is it located? What is the contact information for [...]

Cyber Spring Cleaning – Really?!?

April 1, 2015 by  
Filed under Estate Planning

At this time of year when we clean our homes, and occasionally find things that we forgot that we had, we can easily overlook our ‘digital assets’.  As more and more of our lives are conducted online (such as on Facebook, Twitter, Youtube and other social media), and as more and more of our personal [...]

Additional Partnering with AACI – What To Expect This Tax Season

March 15, 2015 by  
Filed under US Income Tax Compliance

What To Expect This Tax Season: US & Israeli Taxes    7.30pm Wednesday 18 March The 2014 US and Israeli tax-filing season has commenced. For US citizens living in Israel, this year may seem particularly challenging. The Foreign Account Tax Compliance Act (FATCA) came into force on 1st July 2014. Our speakers are Alan Deutsch, a CPA [...]

Partnering with AACI: Making Sense of US Income Taxes

November 18, 2014 by  
Filed under US Income Tax Compliance

  SOLUTIONS TO YOUR FATCA  PROBLEMS    The Foreign Account Tax Compliance Act (FATCA) finally came into force on 1st July 2014. Here are some troubling questions for US non-resident citizens living in Israel:   Now that Swiss banking secrecy is a thing of the past and billions have been paid in penalties to the [...]

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