Tel Aviv · Israeli & International Tax

Tax Family Office for Complex Personal, Family and Business Matters

Personal, international and corporate tax guidance for individuals, families and companies navigating complex Israeli and cross-border tax matters.

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Discreet by design

Cross-border expertise

Personal attention

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Ron Birshan

C.P.A · LL.B · LL.M · TEP

About

A family office approach to tax

Ron Birshan advises high-net-worth individuals, families and companies on Israeli and international tax matters. His practice combines tax and accounting expertise with a family office way of thinking: one trusted advisor who understands the full picture — personal, family and business — and coordinates it with care.

Clients turn to Ron for deep analysis and clarity in complex tax environments: cross-border structures, reporting obligations, trusts, relocation and dialogue with the Israeli Tax Authority. He works closely with Israeli and international advisors — lawyers, bankers, trustees and accountants — so that every element of a client's affairs is handled coherently.

Above all, the practice is built on personal attention, discretion and professional judgment. Every matter is treated as it deserves to be: carefully, quietly and thoroughly.

Personal attention

Direct work with Ron — not a rotating team.

Deep analysis

Positions examined thoroughly before any step is taken.

Coordination

One point of contact across Israeli and international advisors.

Discretion

Confidentiality is a foundation of the practice, not a feature.

Professional Background

Ron Birshan, C.P.A, LL.B, LL.M, TEP. More than 20 years at EY, including 6 years as Executive Director in the Israeli firm of EY, with many years of experience in corporate and individual taxation.

Experience

Tax services to Israeli and multinational high-net-worth individuals investing in Israel and abroad
Wealth transfer planning, including tax aspects
Israeli tax services to companies investing in Israel and abroad
Representation of non-profit organizations
Professional opinions in tax matters
Representation before the Israeli Tax Authority in assessments and tax rulings

Memberships

Certified Public Accountant (C.P.A)
Member of STEP — Society of Trust and Estate Practitioners
TEP — Trust and Estate Practitioner

Education

LL.M — Bar-Ilan University
LL.B — Netanya Academic College
B.A. in Accounting & Economics — Tel Aviv University
Diploma in International Trust Management (TEP) — STEP

Services

One office. Every dimension of tax.

From personal cross-border questions to corporate structuring and representation before the Israeli Tax Authority — advisory built around your full picture.

Individuals & Families

Personal, cross-border and long-term tax guidance for high-net-worth individuals and families.

International Tax

For clients with assets, income, companies, trusts or family members across different jurisdictions.

Israeli Reporting & Compliance

Assistance with reporting obligations, filings and communication with the Israeli Tax Authority.

Representation Before Tax Authorities

Professional representation, negotiations and settlement processes with the tax authorities.

Trusts & Family Structures

Tax analysis and guidance involving trusts, family wealth structures and intergenerational planning.

Companies & Entrepreneurs

Tax guidance for Israeli and foreign companies operating in Israel, including corporate tax and business structuring.

Aliyah, Relocation & Returning Residents

Guidance for foreign residents moving to Israel, Israelis relocating abroad, new immigrants and returning residents.

Transaction Planning

Tax analysis before transactions — examining structure and consequences while choices are still open.

“Think before you act — סוף מעשה במחשבה תחילה.”

The principle behind every engagement

Why Ron

Planning before action. Clarity before decisions.

Complex tax matters require planning before action. Many of the most difficult situations arise not from the tax law itself, but from decisions taken before advice was sought — a transaction closed, a structure created, a report filed.

A thoughtful structure, built in advance, provides clarity and peace of mind. Ron helps clients understand their tax environment, weigh what can and cannot be claimed, and avoid unnecessary uncertainty — with personal service, discretion and professional judgment at every stage.

Advice before commitments

The greatest value is created before signatures, not after.

Honest assessment

A clear view of what a position can support — and what it cannot.

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Constructive dialogue

Professional, respectful engagement with the tax authorities.

Peace of mind

Knowing your affairs are ordered, reported and defensible.

01 — Planning

Understand the full picture

A quiet, thorough review of your personal, family and business circumstances — in Israel and abroad.

02 — Clarity

Map the tax environment

Analysis of positions, exposures and alternatives, explained in language you can actually use to decide.

03 — Reporting

Order the obligations

Careful handling of filings and reporting obligations, coordinated with your other advisors.

04 — Resolution

Reach practical outcomes

Where matters are already open, constructive dialogue with the authorities toward balanced, practical resolutions.

Selected Experience

Representative matters

Illustrative matters, presented anonymously. Client names, identities and confidential details are never disclosed.

Tax Authority · Settlement

Resolving reporting uncertainty

Represented a high-net-worth individual in complex discussions with the Israeli Tax Authority, where previous reporting positions had created significant uncertainty. Through careful review of the positions, a clear explanation of what could and could not be claimed, and constructive dialogue with the authorities, a balanced settlement was reached and litigation was avoided.

Practical resolution without litigation

International · Relocation

Relocation with international assets

Advised a family relocating to Israel with assets and income across several jurisdictions. Helped clarify Israeli residency implications, reporting obligations and the treatment of existing structures, and coordinated with the family's foreign advisors so that the move was planned rather than improvised.

Reduced uncertainty before the move

Corporate · Structuring

Cross-border corporate activity

Assisted a foreign company with Israeli operations in reviewing its Israeli tax exposure and reporting position ahead of a planned expansion. Supported management in understanding the alternatives and their consequences, allowing the structure to be settled before commitments were made.

Structure clarified before commitments

Each matter is described in general terms only. Outcomes depend on specific facts and circumstances; past matters do not indicate the result of any future matter.

Insights

Thinking on tax, in plain language

General, educational perspectives on Israeli and international tax. For advice on your specific situation, please get in touch.

These overviews are general and educational in nature and do not constitute legal, accounting or tax advice.

Contact

Begin the conversation

Every engagement begins with a private, confidential conversation about your situation and objectives.

cpabirshan@outlook.com

Location

Tel Aviv, Israel

Send Email→ Book a Consultation

If Outlook does not open, please email directly: cpabirshan@outlook.com.

A discreet first step

Share a short description of your situation — no documents are needed at this stage. You will receive a considered response and, where appropriate, a suggested time to speak.

All inquiries are treated in strict confidence.

The information on this website is general in nature and does not constitute legal, accounting or tax advice. Each case depends on its specific facts and circumstances. Professional advice should be obtained before taking action.