Our office specializes in offering tax advice and preparing tax returns for various investments, such as:

Investments in foreign securities, property investments in Israel and abroad, tax on investments in foreign companies and trusts.

Our significant experience in preparing tax returns for the US and the existence of the unique tax treaty enables us to exhaust all exemptions and deductions. Indeed, other professionals are often unaware of these possibilities or fail to understand them.

Cooperation between an Israeli accountant and a foreign accountant is critical to ensure that a client will not pay double tax.

Examples of tax savings and exhausting tax benefits in various investments:

• Property investments. When selling a property abroad you must inform the Israeli Tax Authority within 30 days or pay an advance on the tax. Correct understanding of the tax regulations in the country of the investment and exhausting the various foreign tax benefits, deductions, and credits enable the investor to pay a reduced tax in Israel and to save on interest and inflation payments. When receiving rental payments the Israeli law allows a choice of tax route. Understanding the investment and the costs involved, alongside correct planning of the structure of the investment, enables us to find the optimal way to save our clients tax throughout the investment period.
• Investment in securities, hedge funds, options, and future contracts. For the most part, the tax to be paid in Israel on income from securities in Israel is 25%. Yet an analysis of the investment profile enables us to demand an exemption for some of the profits as a result of fluctuations in the exchange rate, investment expenses, full exhaustion of foreign tax credit in accordance with various tax treaties, a linear exemption for new immigrants and returning residents, and more.

In some cases, the saving can be tens or even hundreds of thousands of shekels.

• Investments in foreign companies. Many Israelis invest in transparent LLC and LP entities to hold properties in the US. There are unique reporting requirements governing such investments, and investors are not always are of them. Among them are limitations on the offset of losses, difficulties in foreign tax deductions, and obligatory reporting on an internal company form regarding the foreign company and changes in the investment. We have many years of experience with hundreds of companies of this kind, enabling us to advise our clients how to plan the investment optimally and how to tackle the various tax limitations.

Inaccurate reporting of these investments can turn an excellent investment into one that is not worthwhile due to taxation.

• A special emphasis with regard to investment tax in the US. Comprehensive acquaintance with the tax treaty and unique US tax guidelines enable us to improve reports to the Israeli tax authorities on your investments abroad and in so doing reduce taxes.