Author: Philip Stein

Philip Stein founded Philip Stein & Associates shortly after arriving in Israel in 1979. Under his leadership, the firm has grown into the largest U.S. accounting firm in Israel, with offices in Jerusalem, Ramat Gan, and Bet Shemesh. Philip has decades of experience in U.S. and international tax. He advises organizations and institutions in Israel and abroad on tax matters affecting U.S. citizens living overseas. Philip also contributes to the firm’s blog and hosts the podcast “From the Midwest to the Middle East.”
Close up of IRS form 1040 header

Filing Form 1040 in Israel

If you are a U.S. citizen or resident living in Israel, moving abroad doesn’t usually end your U.S. tax filing…

U.S. and Israeli rental property tax obligations represented by a rent check and tax documents

Two Countries, One Rent Check

A particular moment catches up with almost every American in Israel who owns a rental property. Sometimes it arrives from…

Image of charitable contribution acknowledgement document on a work desk

A $665,000 Lesson in Charitable Giving

Charitable giving should be simple. You give to a cause you care about, the charity benefits, and if the rules…

AI-powered tax analysis concept with Israeli tax documents, financial tools, and Jerusalem skyline.

The Tax Man Just Got Smarter: What AI at the ITA Means for Every Israeli Taxpayer

For years, a quiet assumption has shaped how many Israeli taxpayers approach their filings: the audit rate is low, so…

Tractor harvesting wheat with stock market chart overlay

Harvesting More Than Wheat: A Lesson From Shavuot for the Modern Investor

We have just finished celebrating Shavuot, the festival that, for those of us living in Eretz Yisrael, marks the wheat…

A gavel and IRS tax forms, with subtle U.S. and Israel flags in the background.

What the Recent Kwong Decision Could Mean for U.S. Citizens in Israel

A new federal court ruling on disaster-related tax extensions has important, if quiet, implications for Americans who relied on the…

Hourglass with sand

The Short-Lived Legislation That Could Make Your Move to Israel Tax-Free

Every so often, a tax law comes along that changes the conversation. Not a small technical update. Not a minor…

Episode 141 title and images of Philip Stein and Yair Benjamini

Episode 141: The Changing Tax Exemption Landscape for New Olim, Part II

In part II, Philip Stein and Yair Benjamini continue diving into the latest Israeli tax reforms, unraveling how the new…

Episode 140 title and images of Philip Stein and guest, Yair Benjamini

Episode 140: The Changing Tax Exemption Landscape for New Olim

In this podcast, Philip Stein and tax lawyer Yair Benjamini discuss significant changes in Israeli tax law affecting Olim (new…

Podcast title and headshots of host and guest

Episode 139: Challenges Facing the Israeli Economy

In this conversation, Professor Dan Ben-David discusses the historical and contemporary socioeconomic challenges facing Israel, particularly focusing on the impact…

Episode 138 title and headshot of Maya Natan

Episode 138: Keshet 2.0

Join us for a follow-up conversation with Maya Natan, CEO of Keshet DAF IL, as we explore how Israeli giving…

Episode 137 graphic featuring headshots of Philip Stein and guest Shalom Lamm

Episode 137: Righting History

History buffs, this one is for you! Join Philip and his guest, historian Shalom Lamm, founder of OperationBenjamin.org. Operation Benjamin…

Episode title and headshots of presenters

Episode 136: All in the Family?

Featuring Shlomo Schreibman of Turning Point by Brand Launcher, this episode explores the highly sensitive issue of working with family.

…
Episode title and headshots of host and guest

Episode 135: The Fleur Factor – Leadership, Innovation, and the Power of Ideas

If you haven’t heard of her yet (where have you been?), here’s your chance to get to know the powerhouse…

Podcast title and headshots of host and guest

Episode 134: How the Sausage Is Made

In the first episode of 2025, Philip interviews Philippe Blumenthal, Founder and CEO of the not-for-profit Governmental Savings Institute. Philippe’s…

The White House

Taxes Under the Trump Administration-Part 3

Many people feel that if the Tax Cuts and Jobs Act (TCJA), aka the Trump tax cuts, were to expire,…

US Capitol building at night

Taxes Under the Trump Administration 2.0

As we continue our analysis of what to expect regarding your taxes, we will focus on several taxpayers’ profiles and…

US Capitol building

Lower Taxes, Higher Taxes – A Primer on How We Get There

What to expect regarding U.S. taxes under the Trump Administration-Part 1 I am writing this blog from Israel on Friday…

Episode title and headshots of host and guest

Episode 133: Heading West, featuring Roee Azizi

Join Philip and guest Roee Azizi. During the past year, after serving in southern Israel post-October 7th, 2023, Roee changed…

Philip Stien and David-Weinberg

Episode 132: Drunk on Zion

Join Philip and longtime friend David Weinberg for a brand new episode of From the Midwest to the Middle East….

Yoav-Kremer talking to Philip Stein

Episode 131: Rewilding the Urban Jungle

Discover an oasis of raw nature in the heart of Gush Dan at Ecopark Glilot. Today’s guest, Yoav Kremer, is…

Doron Spielman talking to Philip Stein

Episode 130: Israel’s Media War

In this video episode, Philip and IDF spokesman Major (res.) Doron Spielman discuss how to combat the misinformation war against…

Yitzy-Kowalsky talking to Philip Stein

Episode 129: Outlook on 2024, Part VIII – Residential Real Estate

In our final episode of the Outlook on 2024 series, get all your burning real estate questions related to Israel…

Episode 128 title and headshots of Philip Stein and guest Aaron Zucker

Episode 128: Outlook on 2024, Part VII – VCs and Startups

Aaron Zucker, a friend of the show, returns for a new conversation. As the Founder and Managing Partner of Sapir…

Episode 127: Outlook on 2024 Part VI, Aliyah: Dream to Reality

Episode 127: Outlook on 2024-Part VI – Aliyah: Dream to Reality

Turn your Aliyah dream into reality with insights from the latest episode of From the Midwest to the Middle East….

Speech bubbles. One says :Have a good one. The other says, You too!

Have a Good One

To my surprise, the phrase “have a good day” may go back to Britain in the year 1205. The “have…

Episode 126 Title card featuring Philip Stein and Aaron Katsman

Episode 126: Outlook on 2024, Part V- Investment & Capital Markets

In today’s tumultuous world, marked by the ongoing war in Ukraine, congressional challenges in the U.S., rising interest rates, and…

Episode title with headshots of Philip Stein and guest Michael Granoff

Episode 125: Outlook on 2024, Part IV – All About EVs

Michael Granoff, founder of Maniv Mobility, joins Philip to discuss the future of Electric Vehicles in 2024 and beyond. Is…

Episode 124. Podcast title and photos of Philip Stein and Jonathan Steinberg

Episode 124: Outlook on 2024, Part III-Commercial Real Estate

In part III of our podcast series, Outlook on 2024, Philip speaks with Commercial Real Estate expert Jonathan Steinberg, the…

TItle card for the podcast

From the Midwest to the Middle East: Episode 123-Outlook on 2024 Part II, Pensions & Savings

We all know the quote from Benjamin Franklin ..”.in this world, nothing is certain except death and taxes,” However, if…

Podcast episode name with headshots of Philip Stein and his guest Glenn Yago

Episode 122: Outlook on 2024 Part I-The Economy

Exciting News! We’re launching a brand new series of episodes of “From the Midwest to the Middle East,” and what…

"Shana Tova!" spelled out in honey.

New Year=Good Year?

As we approach the beginning of the New Year, I become a bit philosophical. In the Jewish tradition, when we…

Episode title and headshots of Philip Stein and guest, Lena Levin

Episode 121: The Art of Accounting and AI

Join host Philip Stein in an enlightening conversation with Lena Levin, a certified accountant and serial entrepreneur. Discover Lena’s incredible…

Episode 120 MassChallenge

Episode 120: Challenging the Status Quo with MassChallenge

In our latest episode, we had the pleasure of speaking with Aaron Zucker, the Executive Director of MassChallenge IL, part…

Passover items on blue background: Haggadah, matza, seder plate, wine goblet and flowers

Story Telling and Short Cuts

Two of my very favorite things in life are hearing a good story and finding a good shortcut. As we…

Episode 119 title with host and guest headshots

Episode 119: Waste Not, Want Not

Did you know that around 1/3 of all food produced for human consumption goes to waste? Now you can save money…

Podcast and episode title

Episode 118: Old Wood, New Life; Meet Daika Wood

Discover how Daika Wood is revolutionizing the wood manufacturing industry by repurposing wood waste. Join host Philip Stein as he…

Podcast title with image of host and guest, Noam Sharon

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,…

Episode title with images of Philip Stein and guest Amine Ayoub

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…

Black and white photo of Jerusalem Khan railway station side by side with photo of new Yitzchak Navon railway station

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…

Episode title image of Philip Stein and Dr. Nudelman

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…

Image of Philip Stein and guests Rafi Shulman and Lara Itzhaki

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…

W-9 tax form as a business concept with pen, calculator and sticker

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…

Working at Philip Stein & Associates podcast with Jonathan Spetner

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…

Passover scene of matza, and wine goblet

2-30-120

Numbers are a part of my everyday life. The three numbers above hold a personal connection for me.   Two…

Comic book style word bubble, with the exclamation"Aargh!"

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…

Philip Stein and family posed amidst "Bialystok" sign in Poland.

Two Journeys As One

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

uncle sam cartoon over blue background. vector illustration

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…

Keyboard with "enter" key in red with the word "donate"

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…

silhouette of man on mountaintop with dark blue sky and clouds

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…

globe featuring circling airplane

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…
podcast title in navy on white background with image of David Yaari

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,…

Podcast title and photo of Lee Moser

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…

Wall St sign

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…

with Orly Wahba, Founder and CEO Life Vest Inside

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…

Close up of silver goblet filled with red wine and ceramic dish with matza

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…

title of podcast

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…

podcast banner

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….

podcast title

Episode 107: Strategic Philanthropy

Join us for a breakthrough conversation on Israeli giving as we chat with the CEO of Keshet DAF IL and…

image of smart phone

Airplane Mode

Anyone who has ever flown on a commercial flight has heard the following announcement. “At this time, make sure your…

Estate Planning

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…

Jgive

Giving:Simplified

Tune into episode 106 as we discuss charitable giving in the new era with Ori Ben-Shlomo of JGive. Middle man…

Image of the word "Plan" highlighted in a dictionary

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…

Robin Hood statue in Nottingham, England

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…

photo of "meat" with podcast title

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…

riseup and take charge of your expenses

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…

Cindy Azoulay podcast

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…

welltech podcast banner

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…

banner for K health podcast

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,…

Washington monument

Racism Then and Now

Racism is a difficult topic to write about. Sometime last year my wife Judy and I went to see the…

the last dance podcast banner

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…

Detail From Franklin Delano Roosevelt Memorial

Whitey, Jimmy, & Joe

When I was a kid in the mid-1960s, Whitey, Jimmy, and Joe were about 60 years old. I recall them,…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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,…

moving truck with boxes

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…

headphones in a heart shape on solid red background

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…

Stay Home, Stay Safe

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…

Vintage Greyhoung bus

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…

Mural on hotel building featuring Kobe Bryant in LA Lakers uniform

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…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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…

Father Time and Baby New Year's

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…

Tax Harvesting Tips

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…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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…

Feedback emoji from sad to happy

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…

Horse With Trailer in Front of Petra

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….

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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,…

Dandelion seeds in the morning sunlight blowing away

Are You Fasting?

In Judaism, there are several important fast days throughout the year. Normally, a question like the above might come up…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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,…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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…

Hourglass with red sand

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….

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

“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…

aerial shot of a long line of people

Waiting In Line

The other night I attended a lovely wedding on the beach in Netanya. After the Huppah the guests were led…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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…

Philip Stein, CPA Zippora Zadok, General Manager

Episode 90–Turning the Tables

There is a saying that ‘Life begins at 40′. For podcast episode number 90, to mark Philip Stein & Associates’…

Photo of a little boy in his grandfather's arms.

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…

Patagonia

Times Square, The Avalon Theater and Patagonia

THE NEW YORK TIMES:   It was reported recently that George Mendonsa, the sailor who was in the iconic photo…

Bialystock sign

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…

world-flags

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…

Podcast name: From the Midwest to the Middle East featuring image of Philip Stein.

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…

Israeli shekels

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…

Skip to content