Select Tax and Investment Issues Applicable to New & Prospective Olim

June 30, 2020
Fox Rothschild LLP

Noon ET

7 pm IST

Join us for one or both of a pair of webinars on financial planning and tax issues that may arise with current and prospective clients who have connections to the United States and Israel, including those with descendants in Israel and those planning a move to Israel.

This is Part Two. To register for Part One, click here


  • Residency
  • U.S.-Israeli tax treaty rules
  • Source of income
  • Tax credits
  • Israeli tax holiday
  • FBAR reporting
  • Expatriation tax
  • Wealth management issues for U.S. citizens resident in Israel
  • Taxation of retirement and Social Security income

Fox Rothschild is an Accredited Provider of Continuing Legal Education in California, Nevada, New Jersey, New York, Pennsylvania and Texas. This program is eligible for a maximum of 75 minutes of CLE instruction in these states. We will seek accreditation in other states where eligible by request.