Save tens of thousands on Israeli tax. Built by Israeli CPAs who've handled hundreds of Aliyah cases for American Jews moving to Israel. The mistakes made in the months before Aliyah are the ones that hurt for a decade after.
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Schedule a Free 30-Minute Consultation โSet the timeline. Inventory the universe of assets. Identify the residency-trigger date and what it means for tax exposure.
The Roth conversion window. 401(k) and IRA treatment post-Aliyah. The decisions you can never undo once you land.
Step-up analysis. PFIC trap avoidance. Which Israeli mutual funds will cause US headaches and how to avoid them.
US real estate before and after Aliyah. Whether to sell pre-move. Like-kind exchanges. Israeli purchase planning.
S-corps, partnerships, LLCs in your name. The CFC trap that hits when you become Israeli resident.
Foreign trust treatment of pre-existing US trusts. Updating wills. Cross-border estate planning during the move.
Bank accounts, Misrad HaPnim, Bituach Leumi, Misrad HaKlita procedures. What to file and when.
Last-minute tax moves. Estimated payments. Documentation gathering. The day-of-Aliyah checklist itself.
This checklist was built by Ido Cohen, CPA (Israel), founder of Cohen Partners โ an Israeli accounting firm that focuses entirely on US-Israel cross-border tax and Aliyah planning. We've personally guided hundreds of olim through the financial side of Aliyah, from the 12-month pre-move runway through the multi-year integration of the 10-year exemption.
The actions in this checklist are the ones we wish every oleh had completed before walking into our office for the first time. They're not theoretical. They're the practical, sequenced moves that make the difference between an Aliyah that goes smoothly and one that costs an unnecessary $30Kโ$100K in avoidable Israeli or US tax.