Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP, director of Profile Investment Services Ltd., and Monte Silver, tax attorney, discuss what international investors need to know about cross-border investments. They explore how to avoid tax problems that arise with international investments. Monte explains U.S. tax laws and why those laws can be so confusing. He also breaks down why real estate investments may provide the biggest tax challenge for international investors.

Advice for expats who keep their money in the United States

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Doug’s 20 years of experience in dealing with Americans living abroad who have U.S. brokerage accounts, motivated him to create a checklist of smart tips U.S. expats (read: olim) need to know about international investing. You can download the list in the show notes of today’s episode at http://goldsteinongelt.com/investing-basics-strategies/what-you-need-to-know-about-cross-border-investing-and-tax-issues

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com