20 Aug 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,...
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28 Jul 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...
09 Jul “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...
30 Jun 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...
26 Jun 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...
20 Jun 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....
27 May 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...
29 Apr 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....
15 Apr 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...
04 Apr 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...
03 Apr 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...
07 Mar 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...
06 Mar 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...
13 Feb 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...
30 Jan 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....
13 Jan 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...
08 Jan 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,...
31 Dec 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...
19 Dec 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...
16 Dec 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...
12 Dec 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...
10 Dec 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...
26 Nov 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....
25 Nov 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...
12 Nov 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...
04 Nov 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...
31 Oct 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....
25 Oct 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...
16 Oct 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...
02 Sep From Emerging Artists To The Greats…Art Anyone?
You're invited to join the conversation on the art fund industry! On this week's episode we talk to Serge Tiroche, Founder of Art Vantage Global, about his personal journey that spans...
01 Aug New Opportunities for Investment Structures in US Real Estate (Part 2)
In my previous blog post, I explored the three classic ways for non-US taxpayers to structure their investments in U.S. real estate, and the main advantages and disadvantages of each. These...
25 Jul New Opportunities for Investment Structures in US Real Estate (Part 1)
Investing in U.S. real estate has become a very attractive investment alternative for Israelis seeking higher returns than those obtained by traditional bank deposits. There are no exact figures on the...
24 Jul All About Asia
Tune into this week's episode while we interview Amotz Asa-El, Jerusalem Post's senior commentator and editor of the Jerusalem Report. Asa-El covers Israel's pivot to Asia and dives into Israel's economic connections with China,...
09 Jul Your U.S. Passport Might Be In Danger If You Fail To Settle Your Tax Debts
American citizens might be denied new passports if they fail to settle their debts to the U.S. Internal Revenue Service (IRS). An IRS official has told the Wall Street Journal that...
01 Jul South Dakota vs. Wayfair: Supreme Court Overrules Quill
The U.S. Supreme Court has issued the long-awaited ruling in South Dakota vs. Wayfair , which eliminates the physical presence requirement for sales tax. Up until now, based on the Supreme Court...
19 Jun The Day the Music Died
Last month, famed American musician Don McLean performed in Israel. While I didn’t attend his concert, I read that he concluded his show with one of the most famous songs...
31 May GILTI Until Proven Innocent
‘By failing to prepare, you are preparing to fail.’ ― Benjamin Franklin The Trump Reform (Tax Cuts & Jobs Act) made a number of changes for U.S. citizens living overseas and how they...
30 May Reflections
When I was young my friends and I used to watch a television program called The Time Tunnel. Recently my wife has become a fan of a new show called Timeless. Both...
29 Apr How to Reduce Taxes on Bitcoin and Other Cryptocurrencies
Great interest in cryptocurrencies has alerted the US Internal Revenue Service (IRS) which has decided to crack down on Bitcoin and other virtual currencies. Bitcoin broker Coinbase has already started sharing...
15 Apr The State and Local Tax Deduction, Explained
The newly approved US tax reform includes many changes that impact each American tax payer regardless of where he or she lives. One such change is that those who itemize deductions...
26 Mar Teudot Sal – The End of an Era is Delayed
Since 1986, U.S. citizens living in Israel have been penalized in the form of higher U.S. taxes if they choose to invest some of their savings in Israeli or non-U.S....
25 Mar The Repatriation Tax, Some Guidance at Last…..
The IRS recently published a news release in Q&A format on the Section 965 Repatriation Tax which was introduced as part of the new federal tax reform. In short, this is...
22 Mar The Offshore Voluntary Disclosure Program: March 2009 – September 2018-RIP
On March 13th the IRS announced the end of the Offshore Voluntary Disclosure Program (OVDP), which enabled U.S. residents living abroad avoid criminal penalties and secure fixed terms when resolving...
21 Mar Surviving the 10 Plagues of the Trump Tax Reform
I have been thinking a lot about survival lately, ever since I attended the conclusion of my youngest daughter’s “Survival Week” in the Ramon Crater as part of her pre-army...
04 Mar Stocks Anyone?
Join us while we talk to Robert Weiss, an attorney specializing in international transactions, about the main mistakes you should avoid when hiring your investment advisor, choosing stock investments for...
22 Feb Paying Tax On Bitcoin and Other Cryptocurrencies In The US and Israel
Bitcoin and other cryptocurrencies have been talked about over the past couple of years, however, with a recent explosion in value, people are becoming more curious. We have some clients who...
19 Feb How Will The New Repatriation Tax Affect You?
One of the changes included in the Trump tax reform, that will affect many U.S. taxpayers living abroad, including in Israel, is the amendment of Section 965, otherwise known as...
08 Feb Disregarded No Longer – The Resurgence Of The LLC
Whether you are an entrepreneur looking to open an American company, investor in US real estate, or the owner of a virtual store on Amazon, forming a Limited Liability Company...
04 Feb What has changed in sales tax collection
At the end of 2017, online retailers accounted for more than nine percent of all retail sales in the US. Black Friday and Cyber Monday alone generated above $12 billion...
04 Feb The Medical Device Excise Tax: Suspended Animation
Israel’s medical device scene is flourishing these days. A report published last year by the IATI organization indicates that in 2016 alone, local medical device companies raised a total of...
04 Feb Have your cake…
Tune in to this week's episode as we talk to Immigration lawyer - Michael Davis from his home in Minnesota. Michael answers our questions regarding US visa waivers, work visas...
31 Jan The Pros And Cons Of Giving Up Your American citizenship
Over the past three years the number of US citizens living abroad who have expatriated has increased substantially. Statistics provided by the Treasury Department indicate that in 2016 alone a record...
22 Jan American families stand to benefit from increased child tax refunds in wake of US tax reform
An average family with five kids may be entitled to receive an additional $2,000 a year, or even more. The new US tax-reform legislation includes some changes which promise to be...
15 Jan Your Bank Account Information is Shared by the IRS with Israel’s Income Tax Authority
It has recently been reported that the United States has disclosed to the Israel Income Tax Authority the names of 40,000 Israelis who hold bank accounts in the US. This...
13 Dec Israeli Start-Ups Are Not Going Anywhere Yet, Despite US Tax Reform
Judging by the headlines of Hebrew newspapers the day following the US Senate’s approval of the Trump administration's tax reform, one could assume that Israeli entrepreneurs would now leave the...
06 Dec 2017 End Of Year Tax Planning
The end of the year is a perfect time to assess our financial activities and start planning our next moves. It is also the right time to examine tax strategies...
15 Nov Walking (or Sitting) in the Footsteps of My Forefathers
Very often when I meet tourists or new immigrants to Israel, one of their first comments goes something like this: “Today, I walked in the exact footsteps of Avraham Avinu...
15 Oct Quality Over Quantity?
It seems to me that two expressions came into popular western culture during the 80’s, “No pain, No gain” probably thanks to Jane Fonda and her exercise video tapes and...
27 Sep Tech Trends 2018 with Hanan Brand
Tune in to our latest episode as we discuss the venture capital world with Hanan Brand, partner at Cornerstone Venture Partners, an early stage NY based VC fund. Hanan shares...
18 Sep Financial workshop – The 10 year tax exemption on foreign income
In partnership with Nefesh B'Nefesh, we present the following workshop : As the saying goes, “all good things come to an end”, and so for the first group of people who...
07 Sep High Tech Around the Globe
Paul Berwin, a tech and commercial lawyer based in Leeds, travels to Israel from time to time and we were lucky enough to have him take a few minutes and...
01 Aug All about VR
Eran Orr needed physical therapy, but he found out the hard way that it wasn’t easy to do. It’s always a big part of rehabilitation, but no one wants to...
10 Apr Trump Presidency Predictions with Michael Oren
Join us on this week’s compelling conversation with MK and Deputy Minister for Diplomacy in the Prime Minister’s Office, Michael Oren as we discuss Kerry’s recent speech, Obama and the...
26 Feb Moving From The Back Seat To The Front Seat
Most of my generation spent our childhoods in the back seat of an automobile, being driven around by parents, grandparents and older siblings. At some point, as you become a...
18 Jan How to Avoid Common Mistakes with your Social Security Benefits
Join us on this week’s brand new episode as we talk with Attorney Avram Sacks about the best way for you to apply for your benefits; how and when to...
01 Jan Trump and Investing 2017
As we enter 2017, we took some time to speak to Yigal Marcus from Alliance Bernstein about Trump’s election, Brexit, interest rates and the recent movement of refugees to Europe, getting...
03 Nov Confessions of a White Sox Fan
Despite all the hype this spring, I, a die-hard South Sider and Chicago White Sox fan, had no interest in the Cubs back on opening day. In fact, I could...
27 Oct Ladies and Gents- the H word
Join us on this happy episode as we talk with Tal Ben Shahar about what makes us happy and unhappy. It’s not that difficult in our opinion. What are your thoughts?...
28 Sep Investing in Israel
Tune in to our latest episode interviewing Lenny Roth from Ourcrowd on wall street, the Israeli start up scene and what you need to know about investing in Israel....
01 Sep Goldstein on Gelt
We are glad to introduce Doug Goldstein, Financial planner to U.S. expats mainly helping those living in Israel with their U.S. brokerage, IRA and investment accounts. We discuss the latest...
17 Aug The one thing CEO of WalkMe- hottest start up in town would change about life in Israel
We’re excited to talk to Raffi Sweary, CEO and co founder at WalkMe this week. Raffi shares his latest success on the hottest start up out there and lets us in on...
03 Aug Stockholm-Silicon Valley-Modiin
In this episode we speak with serial entrepreneur Net Jacobsson. From SonyEricsson to Facebook to Sparklabs, Net shares his experiences from Sweden, Silicon Valley and Israel. Enjoy!...
20 Jul 3D Printing Anyone?
Tune in to our latest on Nano Dimension, an Israeli startup researching and developing advanced 3D printed electronics. We spoke to Simon Fried to better understand the world of 3D printing...
30 Jun BREXIT-Independence Day-And 50 Ways To Leave Your Lover
Whether or not you were aware of Brexit before the UK referendum, it seems to have become one of the most popular topics of conversation these past few days. Today...
22 Jun Touring in China
We are proud to have a special, different kind of guest on this weeks podcast. Tune into this interview with Judy Stein- Chinese Medicinal Practitioner, discussing acupuncture, herbs, massage, her 4th...
16 Jun Entrepreneurship anyone?
Tune into our latest episode interviewing a dear person and friend, Dr. Alan Joseph Bauer, author and inventor of over 150 patent applications, talk about his entrepreneurial journey and his...
09 Jun Michael Jordan and Muhammad Ali
In these days of social media and paparazzi, celebrity sightings are few and far between, even though the public has an insatiable thirst to catch a glimpse of a famous...
08 Jun Ladies and Gentlemen – Introducing Professor Dan Ben David
Tune into our latest episode interviewing Professor Dan Ben-David, founder and President of the new independent, non-partisan, Shoresh Institution for Socioeconomic Research and learn about Shoresh’s current insights on Israel’s elections,...
25 May The Future of Virtual Reality
Tune into our latest podcast interviewing Shahar Bin Nun, CEO of Vuze, the world’s first consumer, portable 360° 3D Virtual Reality camera and software studio. Shahar tell us about Vuze’s latest VR...
11 May Celebrating Israel with Mass Challenge
In honor of Israel turning 68, we thought what better way to celebrate than to share Mass Challenge’s story and celebration of opening a brand new branch in Jerusalem with...
05 May A Bet and a Debt
One thing in common between a bet and a debt is that someone has to pay up and the other side gets paid. Generally, bets are paid after the results...
20 Apr An Israeli Startup Story
This episode is a little bit different. We loved talking to Ziv Lautman, Co-Founder of one of the hottest startups out there, Breezometer. Check out what he has to say...
06 Apr Life of Hope
We loved speaking with our dear friend Ben Corn, Professor of Oncology at Tel Aviv University about his work at Life’s Door, an NGO that develops innovative approaches to facing illness and loss...
03 Apr It’s All About Service!
Shopping is not my favorite activity, but when I do shop, it is generally during one of my business trips to the U.S. I have established my own spectrum of...
23 Mar Israeli Biomed in Morocco
Tune in to our latest episode interviewing Amin Ayoub, Director of KKB Partners. Learn about opportunities for Israeli Biomed and Agricultural businesses in Morocco and how you can grow your...
06 Mar Giving Back
Tune in to our latest episode where we get to talk to our firms Hi Tech and Corporate Tax Director, Miriam Konstam about our giving back initiative called 1/1/1. Learn...
07 Jan When Science Meets Nature
We are thrilled to start out 2016 with a long time friend and colleague- Dr. Billy Levine, who also happens to be the Co-founder of a fascinating startup. Tune in...
27 Dec An Innovative Startup Improving Lives
As 2015 comes to a close, we are thrilled to talk to CEO and Founder of Telesofia Medical, Dr. Rami Cohen. Tune in to hear how this startup got mentioned as one...
15 Dec 2015, It’s been a blast!
Celebrating the December 15th deadline and 2015 coming to an end by providing you with our first studio recording podcast episode! We put together a summary of all we learned so far since...
08 Dec Wealth Management with Ben Maimon
Are you a US tax payer? Tune in to our podcast and find out why wealth management is so important these days. Philip Stein discusses the current financial state with Ben Maimon of Maimon...
02 Dec A Jerusalem Cab Ride & Chanukah
I have taken cab rides all over Israel and in as exotic places as Cairo, Egypt, LiJiang, China and Tijuana, Mexico. I had not thought of my Mexican cab ride in...
09 Nov Pension Counseling Tips
Most of us want to live a long life, but do we all want to work that long? Tune in to this week's podcast to learn the best way to...
09 Sep The Gift of Quality Time
I just got off the phone with my 89 year old father-in-law as he was rushing off to work (yes, he’s still working daily as a psychologist). He wanted to let me know about an article...
08 Sep From Israeli Startups to Investing in US Real Estate
What is the most common mistake entrepreneurs make when starting their companies, with regard to patents? How can they protect their IP and where should they register their patent? Get a...
10 Aug Currency Exchange Pricing Made Easy and Transparent
Tune into our latest podcast interviewing Ari Dobner, CEO of Clearshift on the newest exchange pricing. What is it that you are missing when converting a foreign currency to or...
10 Jun What Is The Connection Between Houston and Kathmandu?
What is the connection between Houston and Kathmandu , you may ask ? I spent a few days this week visiting my sister, a long time resident of Houston, and...
08 Apr Investing in an Uncertain World
What is the best investment strategy to follow given this macro-economy in Europe, US and Israel? In this episode we interview a dear and charismatic colleague of ours, founding partner at...
29 Mar Passover 5775
One year ago today, my late father fell and broke his hip. That fall ultimately led to his demise 3 months later at the age of 90 1/2. My father was...
20 Mar The Israeli startup that acquired Serbian Games Development Studio
Tune in to this week’s podcast interviewing Vic Boaron – head of business development at TabTale– The Israeli start up that acquired Serbian games development studio. Learn about your kids mobile playing habits...
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