Holding options and shares by US citizens living in Israel or Israelis moving to live in the US is a complex situation that requires expertise and deep familiarity with the subject and the tax systems in the US and Israel.
The complexity arises not only from the different types of options but also because this income is often subject to tax in both the US and Israel, according to different parameters. This means the status and method of realizing profits can easily lead to a tax accident, where the dual tax liability from both Israel and the US (state and federal) exceeds the expected income.
Our team of experts in the department has extensive experience with US and Israeli tax laws, deeply understands options and shares, and knows how to plan long-term tax strategies that look to the future – for optimal realization and maximum profits. Our goal is to protect the client’s interests.
We assist our clients not only during the realization stages but also starting with advice on investment channels that will allow them maximum flexibility and reduce tax rates – according to their individual needs.
