🇨🇦

Case Studies for Canada Residents

22 real-world cases involving Israeli legal matters for Canada residents.

Showing 1–12 of 22 case studies

Sort by:
Buying Property · Jul 11, 2026

How a Canadian Couple Safely Bought a Discounted Apartment Inside an Israeli Pinui-Binui Project

A Toronto couple found a Bat Yam apartment priced well below the market. It sat inside an approved evacuate-and-rebuild project. Here is the due diligence that protected them before they wired a shekel.

OutcomeWe confirmed the developer agreement was validly assignable, secured the buyers' step into the seller's bank guarantees, and closed the NIS 2.1M purchase with the right to a NIS 3.4M replacement apartment protected.
Read case study
Opening Accounts · Jul 9, 2026

How a Canadian Recovered Her Own Dormant Israeli Savings Account

A Toronto woman's Israeli account sat untouched for over a decade and drifted toward the state. Here is how we reclaimed NIS 380,000 for her, from Canada.

OutcomeWe re-established her as the identified account holder, cleared the anti-money-laundering re-verification, and transferred NIS 380,000 to Toronto before the funds passed to the state.
Read case study
Tax Residency · Jul 8, 2026

How a Former Oleh in Canada Deferred Israeli Exit Tax on His Portfolio

A man who made aliyah, then moved back to Toronto, faced a deemed-sale exit tax on unrealized gains. Section 100A let him defer the whole bill until he actually sells.

OutcomeWe elected the statutory deferral under Section 100A(b), so no tax fell due on departure, limited the Israeli taxable gain to the residency-period portion, and coordinated with the Canadian deemed acquisition so the same gain was not taxed twice.
Read case study
Mental Health · Jul 6, 2026

How a Canadian Family Managed a Son's Psychiatric Crisis in Israel and Brought Him Home

A Canadian student's first psychotic episode in Jerusalem, no public health cover, an insurer's denial, and a supervised flight back to Ontario. What the family got right, and what nearly went wrong.

OutcomeThe family avoided a compulsory order through voluntary private admission, reversed the travel insurer's denial, and repatriated their son to Ontario with a medical escort, recovering NIS 78,000 of NIS 91,000 in costs.
Read case study
Non-Resident Taxation · Jul 4, 2026

How Canadian Landlords Kept the 10% Rate on Six Tel Aviv Flats

The Israel Tax Authority reclassified a Canadian couple's six rented apartments as a business, stripping the 10% track. We overturned it and kept the flat rate.

OutcomeWe filed an objection, argued the passive-holding factors from the Supreme Court's own case law, and settled with the assessing officer to keep the 10% track, saving roughly NIS 340,000 in reassessed tax and penalties.
Read case study
Retirement · Jul 3, 2026

How an Ontario Couple Spent Winters in Israel Without Losing OHIP

A retired Toronto couple's long stays in Israel triggered a National Insurance residency inquiry and risked their OHIP. We structured a compliant pattern and kept both intact.

OutcomeWe built a documented center-of-life dossier, obtained a non-resident determination from the National Insurance Institute, and set a repeatable annual pattern that kept them below the Israeli residency thresholds and inside the OHIP presence rules.
Read case study
Tax Residency · Jun 30, 2026

How a Canadian Limited Israeli Exit Tax on a Startup Sale

A Toronto engineer who left Israel in 2020 faced Israeli exit tax on his whole startup gain when the company sold. We confined it to his Israeli years and stopped the double tax with Canada.

OutcomeWe confined the Israeli exit tax to the years he was an Israeli resident, obtained a withholding certificate so the acquirer released the proceeds, and used the Canadian step-up to eliminate double taxation.
Read case study
Residency Status · Jun 28, 2026

How a Canadian Widow Kept Her Israeli Residency After Her Husband Died Mid-Process

A Canadian woman's Israeli spousal residency collapsed when her husband died three years into the graduated procedure. We secured her status on humanitarian grounds from Toronto.

OutcomeWe secured continued status through the Inter-Ministerial Humanitarian Committee and brought her from temporary residence to permanent residency, so she and her two Israeli-citizen children could return and settle in Israel.
Read case study
Visas & Permits · Jun 26, 2026

How a Canadian Who Overstayed a Tourist Visa Avoided a 10-Year Israel Entry Ban

A Canadian stayed five months past his B/2 tourist visa to care for his ailing mother in Israel. Here is how the overstay was regularized and a decade-long entry ban avoided.

OutcomeWe regularized his status with the Population and Immigration Authority on humanitarian grounds, arranged a controlled voluntary departure, and obtained written confirmation that no entry ban was recorded against him.
Read case study
Selling Property · Jun 21, 2026

How a Canadian Heir Sold an Israeli Apartment Stuck in Unregistered Title

An Ottawa heir inherited a NIS 2.65M Ramat Gan apartment she could not sell because the building was never registered as a condominium. Here is how we fixed it.

OutcomeWe completed the condominium registration, perfected the heir's title at the Land Registry, and closed the sale at NIS 2.62M, with net proceeds wired to Canada and a clean foreign tax credit position.
Read case study
Tax Reporting · Jun 20, 2026

How a Canadian Corrected an Israeli Bank's CRS Error That Sparked a CRA Review

A Canadian resident faced a CRA review after an Israeli bank over-reported his account under CRS. Here is how the bank filed a corrected report and closed the file.

OutcomeThe bank filed a corrected CRS report and a written explanation, the CRA closed its review with no reassessment, and the client kept his Israeli account open.
Read case study
Capital Gains · Jun 18, 2026

How a Canadian Investor Recovered NIS 487,000 in Tax Withheld on an Israeli Startup Exit

A Toronto angel investor's Israeli startup was acquired, and the escrow withheld 25% at source. How we proved the Section 97(b3) non-resident exemption and recovered the full holdback.

OutcomeWe obtained a withholding exemption certificate from the Israel Tax Authority under Section 97(b3), recovered the full NIS 487,000 holdback, and aligned the Canadian reporting so he was not double-taxed.
Read case study