Sep 4, 2023 New Year=Good Year?
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...
Author: Philip Stein
Jun 25, 2023 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 journey, from co-founding medical device startups to her latest venture,...
May 4, 2023 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 of a global network of zero-equity startup accelerators, including one...
Apr 3, 2023 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 approach the Passover holiday, where the "Haggadah" is central to...
Feb 20, 2023 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 on groceries while also helping the planet and preventing food...
Feb 1, 2023 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 speaks with CEO and Co-Founder Dr. Michael Layani about the...
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 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 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...
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 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 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 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 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 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 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 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...
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 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 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...
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 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...
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...
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 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 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 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...
Sep 2, 2018 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...
Jul 24, 2018 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,...
Jul 9, 2018 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...
Jun 19, 2018 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...
May 30, 2018 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...
Mar 26, 2018 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....
Mar 22, 2018 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 to avoid criminal penalties and securely fixed terms when...
Mar 21, 2018 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...
Mar 4, 2018 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...
Feb 4, 2018 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...
Jan 15, 2018 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...
Nov 15, 2017 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...
Oct 15, 2017 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...
Sep 27, 2017 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...
Sep 7, 2017 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...
Aug 1, 2017 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...
Apr 10, 2017 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...
Feb 26, 2017 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...
Jan 18, 2017 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...
Jan 1, 2017 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...
Nov 3, 2016 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...
Oct 27, 2016 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?...
Sep 28, 2016 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....
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