I have been a member of the Israel Bar since 2011, and I practise Israeli tax law with a background in accounting. Most of my work is international: advising clients moving to Israel, leaving it, or living elsewhere while Israel still taxes part of their income. I often work alongside lawyers and accountants abroad - Israeli tax is rarely an isolated issue, and I am used to being the Israeli half of the conversation.
“Because I trained in both accounting and law, and have practised both, I can stay with you from start to finish: preparing the return and running the numbers, analysing the legal issues, writing the opinion, and representing you before the Tax Authority - personally, in full confidence and under attorney-client privilege.”
Before establishing my firm, I practised at Goldfarb Seligman & Co., Lipa Meir & Co., and Yossi Elisha Kalderon.
Law and accounting
Tax sits between law and accounting
International tax sits squarely between law and accounting. Getting it right requires genuine expertise in both: modelling the numbers and navigating a dense framework of Israeli legislation, case law, tax treaties and foreign law. Because I work on both sides, the tax position we establish at the planning stage is the one we take on your return - and one I can defend. I see the legal questions behind the figures, and I ensure the figures support our position. If you already have an accountant, I am happy to work alongside them.
Accounting and tax: returns, calculations, representation
Tax calculations and scenario modelling ahead of key decisions - such as your departure date or when to sell shares
Preparing and filing your Israeli annual tax returns
Coordinating your filing position with your accountant or tax advisor abroad
Complex refund claims, including Israeli tax withheld on shares, options and RSUs
Representation in assessments and objections before the assessing officer, dealing directly with the tax office
Law: analysis, opinions, privilege
Legal analysis of complex questions under the Income Tax Ordinance, tax treaties and case law
Legal opinions on residency and international tax
Advance tax rulings (pre-rulings)
Residency severance - building your case, the supporting letter and Form 1348
Voluntary disclosure
Tax disputes, through to a court appeal
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Communications between a lawyer and client connected with the professional service are privileged - the lawyer cannot be compelled to disclose them in evidence.
Attorney-client privilege, s.48 of the Israeli Evidence Ordinance (in tax matters, subject to the limits in ss.235A-235D of the Income Tax Ordinance)
Core practice
Tax planning and international taxation
Timing the severance of Israeli tax residency to reduce exposure, secure available reliefs and avoid double taxation.
Timing the sale of investments, assets and real estate before or after a move to limit the Israeli tax charge.
Structuring the transfer of funds and assets between jurisdictions to minimise tax leakage.
Analysing double tax treaties and applying them to foreign-source income.
Advising on the choice of destination country for people relocating and for digital nomads, and the tax reliefs available there.
Planning and reporting income from assets and investments across multiple jurisdictions.
Obtaining Israeli withholding tax exemptions on payments abroad.
Complex refund claims - including cross-border taxation of employee options and RSUs, and betterment and purchase tax refunds for foreign residents.