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Episode 30 of "Jonathan On Money" podcast just dropped!

November 15, 2023

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Moving to Israel: Top Financial Planning Considerations” featuring:

Boaz Feinberg, Leading Partner in the Tax Department, Arnon Tadmor – Levy

You can check it out on Apple Podcasts, Spotify, my website ( OR wherever you get your podcasts.


Today’s show will cover the tax considerations associated with immigrating to Israel. Whether you are a student in your 20s, an entrepreneur in your 30s, or wishing to retire in Israel, your plans concerning your immigration to Israel must also take into account the Israeli and US tax ramifications associated with the immigration. We will discuss tax issues, such as determining at what point you first became an Israeli tax resident, taking full advantage of the current 10 year tax holiday for those who became Israeli residents for the first time, and dealing with the tax issues associated with being a creator, or beneficiary of a US trust.