New Horizon of Tax Compliance in Light of FATCA, OECD and BEPS - What Does it Mean for Israelis?

Stuart Schabes presented at an event sponsored by the Institute of Certified Public Accountants in Israel on November 26th, 2015 in Tel Aviv, Israel.

His presentation covered:

  • Impact on Israel Banks, Dual Citizens and Green Card Holders
    • Impact on Multi-jurisdictional transactions
  • Update on IRS OVDP and Foreign Streamline Program – Successful Non-Willful Statements
  • Impact of New Israel Tax on Trusts

Israel, U.S. Dual Citizens Urged to Comply With Dual Reporting Requirements

Ober|Kaler Tax attorney Stuart Schabes speaks with Jenny David, of International Tax Monitor Bulletin about the offshore voluntary disclosure program.

Read the full article [PDF]


Stuart Schabes is quoted in this Wall Street Journal piece on Mikel v. Commissioner, in which the US Tax Court ruled against the IRS and allowed a New York couple to use Crummey trusts to make tax-free transfers of $1.6 million without dipping into their lifetime gift-tax exemptions. View Article
Stuart Schabes provided advice and guidance to the authors of Israel Changes its Tax Law to Include the Taxation of Many Foreign Trusts.


PRESENTATIONS

  PODCAST: 2015, It's Been a Blast
December 29, 2015
  How to Solve the U.S. Tax Compliance Problem
November 20, 2014
  The Perfect Storm II - How to Correct the Problem: OVDP, Streamline or Other Alternative?
November 19, 2014
  Important IRS and International Tax Issues
May 20, 2014
  IRS Tax Compliance Involving U.S. Citizens/Green Card Holders in Israel: What has Changed and Why?
November 21, 2013
  How to Respond to the Ever Increasing Reach of the IRS
November 20, 2013
  Hot IRS Topics Affecting US Citizens/Green Card Holders Living in Israel and Abroad
By: Stuart M. Schabes
May 21, 2013
  Tax Questions Every Israeli Living/Doing Business in the US Needs to Ask and Get Answered
May 01, 2013
  FATCA-2013 and Beyond
December 18, 2012
  Increased IRS Tax Compliance Involving U.S. Citizens/Green Card Holders in Israel
By: Stuart M. Schabes
October 16, 2012
  Hot IRS Topics: How to Deal with Increased IRS Audits and Compliance Issues in Israel
By: Stuart M. Schabes
March 27, 2011


PODCASTS

  PODCAST: 2015, It's Been a Blast
December 29, 2015
  Podcast: OVDI - Breaking News
March 26, 2013
  Podcast: OVDI - A Term You Should Know More About
December 22, 2011
  Podcast: All About FBAR
July 2011