Trusts are often perceived as complex legal entities reserved for the wealthy or those with extensive assets. However, the reality is that trusts can be a valuable tool for a...

To my surprise, the phrase "have a good day" may go back to Britain in the year 1205. The "have a nice day" variant was first recorded in the 1948...

Importance of Financial Planning When Making Aliyah to Israel Embarking on the journey of making Aliyah to Israel is exciting and complex, with numerous considerations extending beyond the immediate logistical arrangements....

In a transformative move, the IRS has officially sanctioned the long-term use of electronic signatures on a multitude of forms, marking a significant shift towards digital convenience. This groundbreaking development...

Each year, while we look towards the future, we begin with Beresheet, with the beginning of time, when God created the universe and all the wonders that exist in it.In...

As we approach the beginning of the New Year, I become a bit philosophical. In the Jewish tradition, when we refer to the coming year, we say “Shana Tova,” meaning...

Numbers are a part of my everyday life. The three numbers above hold a personal connection for me.   Two years ago, due to various Covid-19 restrictions, my next-door neighbors and...

The good, the bad, and the ugly truth for Americans in Israel There has been a lot of talk about how dysfunctional the IRS is these days. In 2021, out of...

This week in the Jewish calendar, we began to read the book of “Shmot” (Exodus) once again. The seventy souls who are the ancestors of the Jewish people leave the...

At this time of year, I believe most people I know are focused on the coming year rather than reviewing the year past. I think one of the reasons behind...

Tune in to Philip's inspiring chat with Life Vest Inside founder, Orly Wahba.  "Orly is an educator, entrepreneur, author, inspirational speaker, and community activist passionate about inspiring and motivating people...

[vc_row][vc_column][vc_column_text] On Thursday, March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Below, we will discuss some of the tax-related provisions. First, we’ll review the...

[vc_row][vc_column][vc_column_text] As we enter our third lockdown and the Israeli government announces a fourth round of elections in 2 years, some good news—Americans will be receiving a second round of stimulus...

Anyone who has ever flown on a commercial flight has heard the following announcement. “At this time, make sure your seat backs and tray tables are in their full upright position...

Tune into episode 106 as we discuss charitable giving in the new era with Ori Ben-Shlomo of JGive. Middle man out, all-inclusive tax needs in. JGive makes it easier and...

Wellness. It's on everyone's mind these past few challenging months. Welltech1 invests in and accelerates wellness startups with the ultimate goal of increasing viability, seeking additional investment, and connecting to global...

[vc_row][vc_column][vc_column_text]For U.S. citizens living abroad, one of the most overlooked tools they can use to reduce their tax exposure is gifting.  Two U.S. citizens living in Israel gifting back and...

Racism is a difficult topic to write about. Sometime last year my wife Judy and I went to see the movie The Green Book.  Although the film tells a compelling...

When I was a kid in the mid-1960s, Whitey, Jimmy, and Joe were about 60 years old. I recall them, their faces, names, and stories, as semi-regulars, older men employed...

Tune in this week's episode as we talk to VP of Philanthropic Services and CMO at JCFNY, Ellen Smith Israelson, about charitable giving. We discuss next-generation philanthropy and programs to help...

If you're thinking of selling your home in Israel, the tips in the video below will help you better understand the U.S. tax implications. [embed]https://youtu.be/3B71Cz6mOnc[/embed] ...

(or It's Beginning To Look A Lot Like Pesach)   Ever since I can remember, I have loved music, whether it was my grandfather introducing me to Scheherazade by Rimsky-Korsakov, my father...