Jan 25, 2023 Secure Act 2.0- Summary of Key Changes to Retirement Plans
The SECURE Act 2.0 was signed into law on December 29, 2022, expanding on the original SECURE Act. Learn about the changes to RMDs, the Saver's Credit, and more options...
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Jan 16, 2023 What do the IRS Inflation Adjustments Mean For Those Living in Israel?
Learn about the recent IRS tax code changes and their impact on US citizens living in Israel....
Jan 16, 2023 What Is an IRS 1099 Form and Which Form 1099 Might You Be Receiving This Year?
Learn about the different types of IRS 1099 forms and how to report income from sources other than a traditional salary or wages on both U.S. and Israeli tax returns....
Jan 11, 2023 Family and Small Business Taxpayer Protection Act Passed House, Aims to Decrease IRS Funding
House Republicans have taken a bold step towards fulfilling their campaign promise of cutting back on President Biden's economic agenda by passing a bill that seeks to reduce funding for...
Oct 19, 2022 Episode 117: Beyond Hummus: Meet CHKP
The alternative food industry is expanding at a rapid pace, and in this episode, Philip chats with Noam Sharon, Co-founder, and CEO of CHKP Foods. CHKP is engaged in the...
Oct 2, 2022 Episode 116: Spotlight on Morocco
In this episode, Philips chats with an old friend of the show from Morocco. Amine Ayoub is a freelance consultant in Market Intelligence and Business Development and is frequently featured...
Sep 13, 2022 Time & Space – A Stroll through Jerusalem
As we approach the Jewish New Year, many of us review our lives and how we've spent our time. We think about what we did during the past year, both...
Aug 23, 2022 Episode 115: Prevent Disease While Eating Chocolate? Meet Solveat
Join Philip as he chats with Dr. Zakhar Nudelman of the revolutionary Israeli company, Solveat, which "integrates herbal medicine directly into ordinary foods, making them extraordinary functional foods!" The future...
Jul 20, 2022 Episode 114: Stressing over Aliyah? Olim Advisors to the Rescue!
Making Aliyah doesn't have to be so intimidating anymore! With organizations like Olim Advisors available to hold your hand throughout the process and beyond, it's never been easier to make...
Jun 8, 2022 Do you know the difference between a W8 and W9 Form?
There is no argument about it, no one likes bureaucracy, and no one likes paying taxes, but just like many things in life, we have to do it. Failing to...
May 9, 2022 Episode 113: The Ins and Outs of U.S. Life Insurance for Israel Residents
After a long hiatus, we’re back with a new episode of From the Midwest to the Middle East! In this episode, Philip chatted with born and bred insurance guy Jonathan Spetner...
Mar 31, 2022 2-30-120
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...
Feb 10, 2022 From the IRS to the ITA
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...
Dec 26, 2021 Two Journeys As One
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...
Dec 16, 2021 Are you an Accidental American?
Uncle Sam wants you even if you’re just an Accidental American! The lure of the bright lights and professional kudos led Gil and Sara to New York. Their daughter, Noa was...
Nov 7, 2021 Did You Know You Can Donate Stock In Israel Tax-Free?
In the past, if someone in Israel wanted to donate stock to an Israeli charity, they first had to sell the stock, pay the tax on the gain, and then...
Aug 30, 2021 A Look To The Future
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...
Jun 24, 2021 2021 Enhanced Child Tax Credit for U.S. Residents
As you have likely already heard, the American Rescue Plan has enhanced the Child Tax Credit for the 2021 tax year....
Jun 23, 2021 From Israel To The US and Back Again…What You Need To Know
Working in the United States for most Israelis is exciting and often financially rewarding. The time comes for many to return home, but this can lead to many questions and...
Jun 16, 2021 Episode 112: The Start-Up State Meets The Start-Up Nation
Arizona is having an economic growth spurt and has become a go-to state for the high-tech world. In this episode, Philip speaks with David Yaari, the Founding Director-General of the...
May 24, 2021 Episode 111: $50M Is Just the Beginning for AnD Ventures
Israel-based AnD Ventures just launched with a seed fund of $50 Million! In this episode, Philip chats with their Managing Partner, Lee Moser, about the world of Venture Capital funds...
May 12, 2021 SPACs In Israel: What You Need To Know
Question: My investment advisor suggested that I invest in a SPAC; as a U.S. taxpayer, are there any obstacles to my investing in a SPAC? Answer: First, let’s explain what a SPAC is,...
May 2, 2021 Episode 110: Living Kindly
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...
Mar 18, 2021 Who Will Be At Our Seder This Year?
For most of my contemporaries, last year’s Seder was limited to one or two people. People’s tables were set out modestly, and the Seder itself was completed in record time....
Mar 15, 2021 Third Stimulus is On The Way for 2021
[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...
Mar 15, 2021 Episode 109: When Life Gives You Lemons, 2.0
Tune into this week's episode as we talk to Yael Wissner Levy- VP of communications at Lemonade, an innovative insurance company that has disrupted the centuries-old insurance industry. Lemonade uses...
Jan 12, 2021 Leaving the Big City-Breaking Residency In New York and California
As we move into the year 2021 and the COVID-19 pandemic continues to change the world, one of the many areas that people have come to reassess is their state...
Dec 28, 2020 Stimulus Payments- Round 2
[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...
Dec 27, 2020 Episode 108: By Women for Women
Have you ever learned a life hack from a video on social media? Chances are today's guest is behind it. In this episode, Philip chats with Sharon Rechter, President and...
Dec 7, 2020 Episode 107: Strategic Philanthropy
Join us for a breakthrough conversation on Israeli giving as we chat with the CEO of Keshet DAF IL and Director of JFN, Maya Natan, on providing donors an effective,...
Dec 6, 2020 Airplane Mode
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...
Nov 26, 2020 President-Elect Joseph R. Biden Jr. and your Estate Tax Planning
[vc_row][vc_column][vc_column_text] This Memorandum was contributed by our colleagues at Benjamini & Co - Law Fim In a few weeks (barring dramatic court decisions), Joe Biden will become the 46th president of the...
Nov 23, 2020 Giving:Simplified
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...
Nov 19, 2020 Planning For The Day After
As we enter the 9th month of living with COVID-19 (who would have believed it would go on for so long?), I have started to think about how we will...
Sep 9, 2020 PART III: KEY ISSUES AND OPPORTUNITIES WHEN RETURNING TO ISRAEL
[vc_row][vc_column][vc_column_text] One of the most significant issues facing both Israelis returning to Israel from time spent working in the U.S. as well as for Americans making Aliyah regards the various U.S....
Sep 3, 2020 Robin Hood-Helping the Less Fortunate
When I was a kid, if someone mentioned Robin Hood, my generation immediately thought of the iconic Hollywood actor Errol Flynn. My kids would probably associate Robin Hood with Kevin...
Aug 25, 2020 Episode 105: 3D Printing Your Steak Dinner-Redefine Meat
The meat alternative industry is booming and Redefine Meat is at the forefront with its revolutionary 3D printing technique that mimics the texture and taste of real beef. Meat...
Aug 20, 2020 Maximizing the Tax Benefits of your Charity
[vc_row][vc_column][vc_column_text] There are several misconceptions regarding the tax benefits of charitable giving, some of them specifically pertaining to US citizens living in Israel. We hope that the below Q&A, along with...
Aug 5, 2020 Part II: KEY ISSUES AND OPPORTUNITIES WHEN RETURNING TO ISRAEL
[vc_row][vc_column][vc_column_text] Returning to live in Israel after many years abroad very often includes planning for assets that have been accumulated or acquired while you were in the U.S. Three of the...
Aug 5, 2020 EPISODE 104: RISEUP AND TAKE CHARGE OF YOUR EXPENSES
Learn to stay out of the red and reduce the stress of managing your expenses by tapping into the power of riseup, the financial assistance service that's only a Whatsapp...
Jul 27, 2020 Welcome Home! Key Issues and Opportunities when Returning to Israel
[vc_row][vc_column][vc_column_text] One of the many trends we are seeing in the COVID-19 crisis is an increase in Israeli citizens who were working abroad returning home to Israel. This return is partly...
Jul 22, 2020 GILTI update: Some Relief for Citizens Abroad
[vc_row][vc_column][vc_column_text] On July 20th, 2020, the IRS issued the much anticipated final GILTI high tax exclusion regulations. In short, any foreign corporation that pays foreign tax at a rate of 90% or...
Jul 22, 2020 Episode 103: Immigration In the Time of Corona
Visas, Greencards and relocation procedures in the Coronavirus era got you confused? We were too until speaking with Cindy Azoulay of AK Immigration, a global corporate immigration law firm in...
Jul 7, 2020 Episode 102: on the Wellness track
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...
Jun 24, 2020 Episode 101: Healthcare without the Waiting Rooms
COVID-19 has made us look at the health industry differently and brought telemedicine to the next level with K health, which stands at the forefront of this digital revolution. The K...
Jun 21, 2020 U.S. Tax Benefits of Gifting
[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...
Jun 18, 2020 Racism Then and Now
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...
Jun 11, 2020 Episode 100: Your All-Access, Behind the Scenes Pass to Netflix’s The Last Dance
Five years ago, we started on a new journey by starting our podcast. Today not only are we happy to broadcast our 100th episode but we're thrilled to interview Jon...
Jun 7, 2020 Whitey, Jimmy, & Joe
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...
May 19, 2020 Episode 99: Smarter Giving
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...
May 19, 2020 COVID-19: Does Your Transfer Pricing Reflect Reality?
COVID-19 has brought about many changes to our economic environment, causing consumers, businesses, and governments at every level to reassess prevalent economic truths. In times like this, it is imperative...
May 17, 2020 Selling your home in Israel?
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] ...
Apr 7, 2020 With A Song in My Heart
(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...
Mar 29, 2020 U.S. Coronavirus Stimulus Bill – Relief for Americans In Israel
This past Friday, President Trump signed the much-anticipated stimulus bill, the CARES Act, into law. Here is a summary of the key provisions that impact individual taxpayers: Stimulus Payments: The government will...
Mar 25, 2020 Mandatory Curfew Then and Now
I am writing this blog a mere two weeks after Purim, when I sat with most of my family around our dining table feasting on sushi and pizza (you need...
Mar 4, 2020 Five Most Common Ways to Reduce Your U.S. Taxes
“Don’t you just take the information I give you and plug it into some software?” This is one of my least favorite questions I am asked because it is everything that...
Mar 1, 2020 Leave The Driving To Us
The title above is a slogan from an iconic American brand that seems to have faded away, the Greyhound Lines bus company. Back in the day, most college students I...
Feb 26, 2020 Money Transfers: What’s Bothering The Bank and General FAQs
Please enjoy this contributed blog by our colleagues at: A consistent concern that comes up in discussions with clients is that they get so nervous when transferring funds, mostly because they...
Jan 28, 2020 The Untimely Death of Kobe Bryant
I don’t think there has been a death that has captured the world’s attention since the tragic car accident of Princess Diana at the age of 36 that comes close...
Jan 7, 2020 The Top U.S. Tax Mistakes to Avoid For Dual Citizens in Israel
The most common issues that make dual-status citizens living in Israel owe U.S. tax Our clients are always in a rush to file their U.S. taxes and get a refund for...
Jan 1, 2020 Episode 98: Waste Not, Want Not
Waste is ubiquitous; landfills all over the world are overflowing. UBQ Materials’ revolutionary and patented technology takes household waste and turns it back into reusable material. Tune in to Philip’s fascinating interview...
Dec 26, 2019 Out With The Old, In With The New
As we approach the close of 2019, I am reminded of the classic scene of a very old man that represents the current year being followed by a baby that...
Dec 24, 2019 The New U.S. Government Spending Bill: 10 Tax Changes for 2020
On December 20, 2019, President Trump signed the Consolidated Appropriations Act, 2020 into law. While this is essentially a government-spending bill for the year 2020, among the 700+ pages of...
Dec 18, 2019 Philip’s Tax Harvesting Tips
It's hard to believe that 2020 is right around the corner. Watch the video below to learn about Philip's important end-of-year tax tips. [embed]https://youtu.be/03EIuDuTY8g[/embed]...
Nov 25, 2019 Episode 97: Fly Me To The Moon
Tune into this week's episode as we talk to SpaceIL's co-founder, Kfir Damari. We loved how even though SpaceIL's Beresheeet mission to the moon had a hard landing, it achieved...
Nov 20, 2019 The Trump Tax Reform–A Year In Review
It’s been less than 2 years since the Trump Tax Reform was approved by Congress and overhauled the U.S. tax system. As we come to the end of the first...
Oct 30, 2019 The Marwans In My Life
Until recently if someone asked me, “Have you ever known someone named Marwan?” I would have answered in the affirmative. But as of last month, I would have to answer...
Oct 3, 2019 Episode 96: It’s NOT Too Late
Join us for this week's episode as we take a deep dive into a a hot topic with Maya Jacobs, CEO of Zalul- Israel's leading environmental NGO dedicated to protecting...
Sep 24, 2019 Are You Fasting?
In Judaism, there are several important fast days throughout the year. Normally, a question like the above might come up around Yom Kippur, the holiest day of the year, and...
Sep 15, 2019 Episode 95: Employment Law-What You Need To Know In Israel
In episode 95, Shira Lahat, partner at Yigal Arnon & Co law firm, shares critical updates on social media norms, confidentiality and how to avoid being sued. This episode is...
Sep 1, 2019 Episode 94: Lights, camera, tricks!
We loved our time with Itai Tsiddon, Co-Founder and Head of Business Development at Lightricks. We learned about their latest round of valuing at $1 billion--the rare and coveted unicorn status....
Aug 20, 2019 Episode 93: Smart Health
In this week's episode we learn about award winning start up Healthymize. We loved our time with co-founder and CTO Daniel Aronovich discussing their breakthrough technology in developing personalized, (AI) based,...
Jul 28, 2019 Four Hours and Fifty-Seven Minutes
That was the length of the men’s final tennis match at Wimbledon between Roger Federer and Novak Djokovic this year. There are certain sporting events that I look forward to...
Jul 9, 2019 “Oh, the Places You’ll Go” -Dr. Seuss
Tune into this week's episode as we talk to our friend Mark Feldman, CEO & Founder of Ziontours. Mark tells us all about the hottest destinations for 2019, the evolution of travel...
Jun 30, 2019 Waiting In Line
The other night I attended a lovely wedding on the beach in Netanya. After the Huppah the guests were led along a candle lit path to a sumptuous buffet and...
Jun 26, 2019 Investing in the U.S.
Many non-U.S. citizens enjoy investing in the U.S capital and real estate markets. They see the U.S. economy as a target for opportunity and significant gain. However, careful planning is needed to ensure...
Jun 20, 2019 Keeping your finger on the GILTI Pulse
Updates from the new final and proposed regulations and what they mean for individual taxpayers: On June 14th the IRS released much anticipated final regulations on the general rules of GILTI....
May 27, 2019 The ‘Watson’ of Investments?
Tune is as Philip speaks with Yali Harari, Co-Founder and CEO at Innovesta, a unique digital platform for early stage equity investments, allowing investors and entrepreneurs to incorporate effective real-time crowd-diligence...
Apr 29, 2019 3 Times GILTI May Still Apply To You
The danger of the new Global Intangible Low Taxed Income (GILTI) rules has been greatly reduced with the new proposed regulations recently released. These regulations allow individuals filing under Sec....
Apr 15, 2019 Episode 90–Turning the Tables
There is a saying that 'Life begins at 40'. For podcast episode number 90, to mark Philip Stein & Associates' 40th anniversary, we are turning the tables. In this episode, Philip...
Apr 4, 2019 The Circle of Life (In Reverse)
In the famous Disney classic, The Lion King, a powerful message is delivered about tradition being passed from generation to generation. The father, Mufasa, transmits to his son Simba, the...
Apr 3, 2019 Will The IRS Take A Bite Of The New Apple Card?
Following Apple’s recent March announcements conference, the biggest buzz was about their Apple Card. You will have to decide independently if you want to give Apple even more power over...
Mar 7, 2019 Times Square, The Avalon Theater and Patagonia
THE NEW YORK TIMES: [caption id="attachment_7976" align="alignnone" width="268"] National Archives Catalog 520697[/caption] It was reported recently that George Mendonsa, the sailor who was in the iconic photo kissing a nurse, Greta Zimmer...
Mar 6, 2019 Exciting Update Regarding GILTI Tax
The IRS has just published proposed regulations on internal revenue code Sec. 250 and how it relates to Global Intangible Low Taxed Income (GILTI). For those unaware, the new GILTI...
Feb 13, 2019 Where have you gone, Joe DiMaggio…?
…. Jolting Joe has left and gone away. The words above come from one of the most well-known songs of modern times. These lyrics came to mind during a 2 hour...
Jan 30, 2019 Advantages of the U.S. Life Insurance Market for International Clients
Contributed by our trusted colleagues at: Introduction Affluent individuals with citizenship and assets in multiple countries often have complex planning needs and must frequently consider the jurisdiction where their assets are held....
Jan 13, 2019 Feminism and Business: 2019
Tune in to this week's conversation as we talk to Hana Rado, Vice Chairwoman of McCANN Tel Aviv, an accomplished social business entrepreneur and liberal feminist. Hana shares with us her life's...
Jan 8, 2019 Israeli Law Restricting Cash Use Goes Into Effect
Israeli law limiting cash use for purchases or payment of wages has gone into effect in January 2019 and violators could face up to 3 years in jail. Under the law,...
Dec 31, 2018 Key Issues For Relocation-Part 3
In my previous blog I discussed potential income tax issues such as Federal tax, state tax and PFIC tax that arise upon becoming a U.S. resident. In this blog I would...
Dec 19, 2018 Out With The Old…
As we approach the end of 2018, I am reminded of the often quoted phrase “Out with the old and in with the new”. This seems to suggest that whatever...
Dec 16, 2018 Key Issues For Relocation-Part 2
In my previous blog post I discussed the issue of residency that must be addressed upon relocation from Israel to the U.S. Depending on the number of days someone spends...
Dec 12, 2018 Important Year-End Reminders
As the year-end approaches, we’d like to take this opportunity to remind you about a number of important tax issues that may be relevant to you: PFIC alert- Please carefully...
Dec 10, 2018 Investing In The Future Of Mobility
Tune into this week's podcast while Philip speaks with Michael Granoff, founder and managing director of Maniv Mobility and past board member of Better Place. As he’s also been involved...
Nov 26, 2018 Key Issues For Relocation-Part 1
As Israel continues to grow as a country, its knowledge in both the Hi-Tech and Medical fields have made its workers some of the most sought after in the world....
Nov 25, 2018 Social Cure For Cancer
Join us for this week's episode while we talk to Eliran Malki, CEO of Belong, the world’s largest social network for cancer patients, caregivers and healthcare professionals. Eliran shares his insights on...
Nov 12, 2018 Sales Tax May Be The Biggest Tax Issue You’ll Face In 2019
Earlier this year the U.S. Supreme Court handed down its anticipated decision in South Dakota v. Wayfair. The case challenged South Dakota’s application of its sales tax to internet retailers who...
Nov 4, 2018 Proposed Regulations On GILTI Are Released
As the new GILTI laws become part of our business lives, the IRS issued some guidance in September. In light of this new guidance and with the end of the...
Oct 31, 2018 Mary Jane On The Brain?
This week's happy episode discusses innovation at its best! Chatting with Elad Barak, director of Biz Dev at Canada's Province Brands got us excited about the direction of the cannabis market....
Oct 25, 2018 Once a Resident, Always a Resident…
Determining one’s tax residency is probably the most important issue for people moving to and from Israel. This recent Israeli Supreme Court case, as interpreted below by our colleague attorney...
Oct 16, 2018 Channeling
Up until recently when I heard the term “channeling” I was most certain that the term referred to building the Suez or Panama Canal or tunneling out of a prisoner...
