Updates and professional information
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Auditing
Auditing
- Research and development grants, royalty audits, and tax incentives (1)
- Audit for multinational groups (2)
- Internal auditing and risk management (2)
- External audit and financial statement preparation auditing (1)
- Audit and ongoing support for non-profit organizations and public benefit companies (2)
- Economic consulting, mergers, acquisitions and restructuring (2)
- Public sector audit (2)
Accounting
Israeli Taxation
Israeli taxation
- Capital gains tax calculations and averaging (3)
- Intergenerational planning (1)
- Retirement planning (1)
- Voluntary disclosure (9)
- Capital declaration (1)
- Israeli and international tax consulting (2)
- Shareholder taxation (4)
- Individual taxation (17)
- Taxation for trusts (9)
- Taxation of new immigrants (5)
- Residency termination (1)
U.S. Taxation
Individual Taxation
Individual taxation US
- Retirement planning US (1)
- Streamlined foreign offshore procedures (2)
- US trust reporting (1)
- Renunciation of US citizenship (1)
- US Israeli tax consulting (2)
- Taxation of options and stocks (2)
- Taxation of foreign real estate investments (1)
- Service for individuals US (2)
- Intergenerational planning and US estate tax (1)
International Taxation
Relocation
French taxation
Auditing
Auditing
- Research and development grants, royalty audits, and tax incentives (1)
- Audit for multinational groups (2)
- Internal auditing and risk management (2)
- External audit and financial statement preparation auditing (1)
- Audit and ongoing support for non-profit organizations and public benefit companies (2)
- Economic consulting, mergers, acquisitions and restructuring (2)
- Public sector audit (2)
Accounting
Israeli Taxation
Israeli taxation
- Capital gains tax calculations and averaging (3)
- Intergenerational planning (1)
- Retirement planning (1)
- Voluntary disclosure (9)
- Capital declaration (1)
- Israeli and international tax consulting (2)
- Shareholder taxation (4)
- Individual taxation (17)
- Taxation for trusts (9)
- Taxation of new immigrants (5)
- Residency termination (1)
U.S. Taxation
Individual Taxation
Individual taxation US
- Retirement planning US (1)
- Streamlined foreign offshore procedures (2)
- US trust reporting (1)
- Renunciation of US citizenship (1)
- US Israeli tax consulting (2)
- Taxation of options and stocks (2)
- Taxation of foreign real estate investments (1)
- Service for individuals US (2)
- Intergenerational planning and US estate tax (1)
International Taxation
Relocation
French taxation
בחודש מרץ 2025, רו”ח יואב אבולעפיה הרצה בכנס הגינון של פפירוס – פורטל הגינון הישראלי, אתר תוכן מוביל בתחום הגינון. במסגרת ההרצאה יואב, שיתף עקרונות יסוד בניהול עסק המותאמים במיוחד לבעלי עסקים וגננים, תוך התמקדות בתמחור נכון, ניהול תזרים מזומנים, שיווק יעיל וחיזוק קשרי לקוחות. ההרצאה זכתה להתעניינות רבה. שמחנו
Partner since 2014 Specializations: Israeli taxation, Land Appreciation Tax, retirement planning How did it all start? Looking back it’s funny to see how as a young man I ended up in the accounting profession that I now love so much. I come from an ultra-Orthodox and scholarly background, until the
In line with the spirit of the times, the Tax Authority issued an important clarification regarding stock donations that benefit both donors and Israeli charitable organizations. The Tax Authority clarified that it is possible to donate shares to charitable organizations and completely avoid paying capital gains tax on the transfer
I’m not much of a writer. Certainly not a writer of personal feelings. Yes, I cried when each of my children was born and when they reached various milestones in their lives, but generally, my emotions are kept inside. Yet, three times in the past I felt the need to
הכותב: רו״ח יואב אבולעפיה, שותף במשרד אבולעפיה אביטל שרנסקי ושות׳ במסגרת הפרסומים של לשכת רואי החש עבודת הביקורת כמעט ולא השתנתה לאורך השנים האחרונות ומאופיינת בעבודה ידנית ורוטינית שחוזרת על עצמה בכל תקופת דיווח . ניסיונות לשנות את עבודת הביקורת כך שתתמקד בסיכונים מזוהים בלבד נחלה כישלון במספר רב של
30/03/2023 Partner since 2015 Specializations: US and international taxation You were born and raised in the USA – how did you decide to make Aliya? I have always known that I would like to live and raise my children in Israel. My wife and I decided at a very early
VAT return for the self-employed Osek Patur Self employed persons must report to VAT their turnover (excluding expenses) for 2022 by January 31, 2023, to ensure that they are eligible to continue operating under the definition of an Osek Patur. The income ceiling for an exempt dealer for 2021 is
As we approach the end of the tax year we are happy to bring to your attention important tax updates that can help you submit the information to the tax authorities at the right time and manner. See our list of money saving tips for the end of the tax
We wish you and all of Israel a Happy Sukkot holiday With a prayer that a sukkah of peace will spread over us For those who missed our webinars, we have uploaded them to our YouTube channel, and you are more than welcome to watch and share! Tax-Efficient Investing: Managing
The Israel Tax Authority recently announced that bitcoin and other cryptocurrencies would be taxed as a capital asset, not a currency. Israel had been considering the measure since 2013. The decision, announced in a circular on Feb. 19, means that cryptocurrencies are subject to capital gains tax for individual investors,
Many people avoid reporting to the tax authorities and thereby knowingly or inadvertently, bring upon themselves unnecessary emotional and financial difficulties. The words “voluntary disclosure” sound big and scary, but the truth is that if you get the right guidance from an expert CPA in this field, it becomes a
This is how you can avoid paying double capital gains tax! If you are considering selling shares in US companies it is important for you to know: In accordance with the tax treaty between Israel and the U.S, the first right to tax on capital gains from the sale of
26/06/2023 Partner since 2014 38 years experience Tell us a little about how you got into your field of work? I’ve loved numbers as far back as I can remember, math problems were an amusement for me in my childhood. Unlike today, there weren’t all the sophisticated computer games that
If you are an American and Israeli dual citizen / green card holder who has income from wages, self employment, investments, businesses or any other source and did not report to the US tax authorities / reported partially / or reported in the past and stopped, you are in trouble.
The State of Israel grants a tax benefit to new immigrants and returning residents. The purpose of the benefit is to encourage potential “Olim” and Returning Citizens of Israel to make Aliyah. The benefit is valid for 10 years, it grants an exemption from reporting and paying tax on income
Every year, each employee is required to complete a Form 101 for each place of employment and return it to the person in charge of salaries. Although this form should technically be filled out on January 1 (for continuing jobs), on a practical level it is sufficient to complete it
With the end of the tax year fast approaching, here are a few action items that may be relevant. For Individuals If you haven’t already done so, make a claim for the Working Tax Grant (negative income tax) in respect of 2016 income. The deadline is December 29. If you
In the new year, Israel’s governmental authorities will be implementing automatic trades of tax information with other countries, known as the Common Reporting Standard (CRS). In anticipation, the Israeli Tax Authority is offering taxpayers the opportunity to voluntarily disclose previously unreported assets and income. In exchange for volunteering this information
Finance Minister Moshe Kahlon introduced a new tax plan for working parents in 2017. The plan, passed on May 10, 2017, by the Knesset, is intended to increase the net income for families. The plan takes effect retroactively to January 1, 2017. A major portion of the plan is additional