Nardis Advisors

Nardis Advisors We are a fee-only, fiduciary advisor serving US expats, with a special focus on Israel.

We are a go-to solution for investors who want more
responsiveness, more communication and more accountability... and who may not be getting these important benefits.

05/28/2026

Do U.Do U.S. citizens in Israel have to move all their assets out of the U.S.?

No, and this misconception causes unnecessary stress.

In this short Mythbuster, we break down how U.S. accounts and Israeli tax rules actually work, and where people tend to get confused.

If this question applies to you, feel free to reach out.

05/21/2026

Do you have to move your U.S. investments just because you moved abroad?

The short answer is no.

This isn’t a legal requirement, it’s a custodian issue. Some firms don’t work with clients living overseas, but others do. Many Americans living abroad can keep their brokerage and retirement accounts in the U.S., especially in the early years after moving.

If this question applies to you, feel free to reach out.

Many U.S. citizens in Israel worry about paying taxes twice.The U.S. and Israeli tax treaty aims to prevent double taxat...
05/19/2026

Many U.S. citizens in Israel worry about paying taxes twice.

The U.S. and Israeli tax treaty aims to prevent double taxation, but you need to understand how it works.

In this webinar, a U.S. tax attorney, an Israeli CPA, and a US-Israeli Financial Advisor explain how to avoid double taxation and handle your situation correctly.

🎥 Register to receive the free recording: https://nardisadvisors.com/how-do-i-avoid-double-taxation-as-a-us-oleh/?utm_source=Facebook&utm_medium=social&utm_campaign=doubletaxationwebinar&utm_content=speaker_graphic

We’re proud to sponsor Comedy for Koby’s 2026 Israel Tour in support of the The Koby Mandell Foundation.It’s a great nig...
05/13/2026

We’re proud to sponsor Comedy for Koby’s 2026 Israel Tour in support of the The Koby Mandell Foundation.

It’s a great night out, and it supports an important cause at the same time.

If you’ll be in Israel between May 27 – June 3, check out one of the shows.

🎟 Use coupon code: NARDIS

May 27 – June 3, 2026
More info & tickets: https://www.comedyforkoby.com/

05/12/2026

Planning to move to Israel?

One thing many people underestimate is how hard it is to predict your expenses at the beginning.

Your first few months are a learning period, which is why having a financial cushion matters more than you think.

If you’re unsure how to plan for those first few months, feel free to reach out.

05/11/2026

If you’re thinking about retiring in Israel, there’s one thing many people overlook: estate planning.

The moment you leave the U.S., things can get more complex, especially when it comes to how your assets are handled.

Getting this right ahead of time can save you a lot of stress down the line.

Questions about planning your move to Israel? Drop them in the comments or send us a message.

Opening a bank account in Israel can feel surprisingly overwhelming.For many U.S. expats, the frustration is not about d...
05/08/2026

Opening a bank account in Israel can feel surprisingly overwhelming.

For many U.S. expats, the frustration is not about doing something wrong. It is about navigating a system that works very differently from what they are used to.

With a small shift in expectations and a better understanding of how Israeli banks operate, the process becomes far more manageable.

We break it down in this blog post: https://nardisadvisors.com/israel-banking-system-expats/?utm_source=Facebook&utm_medium=social&utm_campaign=israelbankingsystemexpats&utm_content=image_graphic

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2 Overhill Road
Scarsdale, NY
10583

Telephone

+19149970403

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