Genre
Most Recent Book Title
The Expatriate’s Guide to Handling Money and Taxes: What Americans Living Outside the USA Need to Know about Investing and Filing Taxes
Book Description
"The Expatriate’s Guide to Handling Money and Taxes" is a must-read for all American citizens living (or thinking about moving) overseas.
Even if you don’t earn in dollars or owe American taxes, you have reporting and filing requirements to Uncle Sam.
Understand how the Patriot Act affects your bank and brokerage accounts, and get solutions to problems that may be caused by your overseas address.
Learn if you are eligible for voluntary disclosure programs, and what the repercussions are for not filing FBAR and FATCA forms.
And best of all, is an easy-to-follow checklist of what you need to know as an American expatriate living overseas.
Written by professional expat advisers with experience in dealing with cross-border finances, "The Expatriate’s Guide to Handling Money and Taxes," tells you what you need to know about investing, filing, and paying taxes to America.
Even if you don’t earn in dollars or owe American taxes, you have reporting and filing requirements to Uncle Sam.
Understand how the Patriot Act affects your bank and brokerage accounts, and get solutions to problems that may be caused by your overseas address.
Learn if you are eligible for voluntary disclosure programs, and what the repercussions are for not filing FBAR and FATCA forms.
And best of all, is an easy-to-follow checklist of what you need to know as an American expatriate living overseas.
Written by professional expat advisers with experience in dealing with cross-border finances, "The Expatriate’s Guide to Handling Money and Taxes," tells you what you need to know about investing, filing, and paying taxes to America.
Additional Book Titles
The Retirement Planning Book: The easy-to-understand, must-read book if you want to retire comfortably
Building Wealth in Israel: A Guide to International Investments and Financial Planning
Building Wealth: Investing in Stocks
Building Wealth in Israel: A Guide to International Investments and Financial Planning
Building Wealth: Investing in Stocks
Website #1
Location (city/state/country)
Efrat/Israel
Author bio
Douglas Goldstein, CFP®
Mr. Goldstein, married, father of four, is the owner and director of Profile Investment Services, Ltd., an Israeli financial services firm. He began his career on Wall Street in 1992 at Dean Witter and after developing a successful practice in New York, Mr. Goldstein moved with his wife and family to Israel. Since making aliya, he has developed many strategies to help American immigrants to Israel improve their finances.
Mr. Goldstein is a licensed financial professional both in the U.S. and in Israel. He is an Associate Director of Portfolio Resources Group and a member of the firm’s Advisory Council and Investment Committee. He is accredited by the Israel Securities Authority as an investment advisor, and is an international member of both the Financial Planning Association and the Society of Trust and Estate Practitioners. Mr. Goldstein’s extensive experience, both in the United States and in Israel, uniquely qualifies him to assist Israeli and other international investors in developing appropriate investment strategies.
Along with helping clients with their financial plans and U.S. investment portfolios, he writes extensively in newspapers, blogs, and books. Television and media outlets often turn to him for commentary on the markets including The Wall Street Journal, The Street.com, The Jerusalem Post, and others. His newest book, Rich As A King, is a collaboration with world chess champion Susan Polgar that explains how strategies from chess can be applied to investing.
Other titles by Mr. Goldstein include:
Building Wealth in Israel: A Guide to International Investments and Financial Planning
The Expatriate’s Guide to Handling Money and Taxes: What Americans Living Outside the U.S.A. Need to Know about Investing and Filing Taxes
The Retirement Planning Book: The easy-to-understand, must-read book if you want to retire comfortably
His financial column which appears weekly in The Jerusalem Post has been enlightening and entertaining readers about key financial concepts and issues for more than 15 years. He’s the host of The Goldstein on Gelt Show, a personal finance radio show that broadcasts on Israel National Radio, and he runs the Profile CE-Institute which provides continuing education courses to Certified Financial Planner professionals.
Mr. Goldstein, married, father of four, is the owner and director of Profile Investment Services, Ltd., an Israeli financial services firm. He began his career on Wall Street in 1992 at Dean Witter and after developing a successful practice in New York, Mr. Goldstein moved with his wife and family to Israel. Since making aliya, he has developed many strategies to help American immigrants to Israel improve their finances.
Mr. Goldstein is a licensed financial professional both in the U.S. and in Israel. He is an Associate Director of Portfolio Resources Group and a member of the firm’s Advisory Council and Investment Committee. He is accredited by the Israel Securities Authority as an investment advisor, and is an international member of both the Financial Planning Association and the Society of Trust and Estate Practitioners. Mr. Goldstein’s extensive experience, both in the United States and in Israel, uniquely qualifies him to assist Israeli and other international investors in developing appropriate investment strategies.
Along with helping clients with their financial plans and U.S. investment portfolios, he writes extensively in newspapers, blogs, and books. Television and media outlets often turn to him for commentary on the markets including The Wall Street Journal, The Street.com, The Jerusalem Post, and others. His newest book, Rich As A King, is a collaboration with world chess champion Susan Polgar that explains how strategies from chess can be applied to investing.
Other titles by Mr. Goldstein include:
Building Wealth in Israel: A Guide to International Investments and Financial Planning
The Expatriate’s Guide to Handling Money and Taxes: What Americans Living Outside the U.S.A. Need to Know about Investing and Filing Taxes
The Retirement Planning Book: The easy-to-understand, must-read book if you want to retire comfortably
His financial column which appears weekly in The Jerusalem Post has been enlightening and entertaining readers about key financial concepts and issues for more than 15 years. He’s the host of The Goldstein on Gelt Show, a personal finance radio show that broadcasts on Israel National Radio, and he runs the Profile CE-Institute which provides continuing education courses to Certified Financial Planner professionals.
Professional Speaker Topics
Strategic planning
Retirement planning
How to set up a bond portfolio
Retirement planning
How to set up a bond portfolio
