Tax Solutions

Did you win the lottery?

Is the audit with the tax authorities dragging on?

Do you want to be prepared for any eventuality?

We are by your side.

Our firm is prepared to provide representation and support services in income tax hearing procedures with a meticulous knowledge of the current laws, regulations, and rulings, with the aim of exhausting the procedure as quickly as possible with optimal tax results.

Our main goal in tax hearings is to minimize the tax required from your business, and to maximally protect your rights. We protect your business on an ongoing basis, and when submitting the annual reports and in practice in the assessment discussion itself with the authorities.

Contact us as soon as possible in order to complete the process in the best and most effective way for you.

Opinion / preliminary tax decisions

Do you want to have security in your business and no that you are not in debt to the tax authorities? Do you want to know the tax consequences of a transaction before closing the deal?

But not everything is always written in the book, there are cases in which there is ambiguity regarding the tax aspects.

When uncertainty arises regarding the taxation of certain transactions, the tax authority makes it possible to submit a request for a preliminary taxation decision also known as “Pre-Ruling” and to receive the position of the tax authority before the transaction is carried out.

To the extent that your business is exposed to significant tax consequences, this may affect the business results, sometimes significantly. Therefore, a preliminary taxation decision may be a required and necessary step.

For example, when establishing a hedge fund, it is recommended to establish a tax exemption for investors from abroad, tax benefits of the Capital Investment Promotion Law, for example of reduced tax rates, and more.

Would you like to create business certainty in the field of taxation? Get in touch with us today.

Are you interested in:

Reduced corporate tax rates;

Reduced dividend tax rate;

Reduced capital gains tax;

Accelerated depreciation.

We can help!

Eligibility to receive the benefits is determined according to the Encouragement Capital Investments Law and is suitable for:

Companies developing software and/or patents;

Companies producing integrated software products;

Tourist enterprise;

Pharma and biotech companies;

And more.

Would you like to know if you are eligible to receive these benefits, how to get them and what the terms and conditions are2?

You are invited to a consultation meeting with us.

Are you operating in the international arena?

Are you foreign residents with income in Israel?

Do you have income and/or assets outside of Israel?

Do you have dual citizenship?

Are you planning to immigrate or relocate to Israel?

World globalization and taxation laws pose complex issues in the subject of international taxation. Our motto of optimal planning, careful consideration and monitoring as you go will help you here as well.

As a firm with extensive experience in international issues and comprehensive knowledge of the various tax laws and statutes, we offer you a variety of services in the field in order to reach an effective solution and take appropriate courses of action that will lead to an accurate and optimal result.

Our services, among others, include:

Services for new immigrants / returning residents;

Tax planning within the framework of the tax treaties;

Voluntary disclosure procedure;

Submitting reports to shareholders who own foreign companies;

Reporting on the sale of assets abroad;

Taxation of real estate abroad for Israeli residents;

Taxation of cryptocurrencies;

And more

We invite you to contact us today for a consultation.

Did you pay excess betterment (appreciation) tax?

About to sell a real estate property and don't want to pay unnecessary tax?

Our firm specializes in representation before the tax authorities in real estate (land) taxation matters, while making the most of the available benefits, exemptions and credits.

The services we provide:

Filing betterment tax assessments;

Accompanying investors in the purchase of real estate: buildings, offices, land, and real estate abroad;

Requests for betterment tax refunds;

Accompaniment in the purchase of a property and payment of purchase tax;

Spreading of betterment tax over several years;

Inter-generational transfer of assets.

There's no reason to overpay – come to the experts.

Retirement taxation may be the biggest tax event of your life! Of course, such an event requires careful and advance planning in order for it to be done optimally in all respects. Upon retirement there are many alternatives for redeeming your pension funds.

We will help you plan your retirement, the date and the method of withdrawing the funds, all while examining the existing alternatives both in the tax laws and in the regulations of the various funds striving to reach an optimal result according to your goals and needs.

It is important to remember that a decision made independently and without consultation will likely be irreparable. For advice, we invite you to contact us.

As established by law, we are all familiar with the tax barrier when withdrawing funds from provident funds and pension funds. The tax rate is at least 35% and can reach up to 50% for anyone wishing to withdraw their money from these funds.

Our firm specializes in withdrawing these funds at a reduced tax rate, and even with a full tax exemption, while maximizing the benefits available under the law.

It is important to emphasize that pension funds are not fully transferable as inheritance, so it is of great importance to be aware of this option and to know how to use the funds wisely.

For example, a person with no survivors accumulated NIS 2 million over the course of their life by the time they reached retirement age, and they were not in good health. They began receiving the monthly pension, but passed away a few months later. In this case the money remaining in the pension fund was lost. How can the money be preserved so that it passes on as an inheritance?

Another example: a person with a veteran pension fund wishes to withdraw their severance funds. Without knowing it, should they fulfill this wish, they would in fact cancel their right to receive a monthly pension from the pension fund. What should this person do?

Our firm specializes in the preservation and optimization of your pension funds, provident funds and managers' insurance policies according to the law.

To schedule a consultation, leave your details.