What Every Wealth Manager Needs to Know Going into 2018

November 28, 2017 | 9:00-14:00
The Ritz Carlton, Herzliya, Israel


Join PSA along with GKH Law Offices, Yair Benjamini Law Offices and Safrin Associates to discuss the following topics:

  • U.S. Tax Compliance
  • Tax Saving Ideas
  • Israel Inheritance Issues and Tax Planning


Presenters

Fred Kahn
Partner
PSA
Amir Halevy
Partner
GKH Law
Yair Benjamini
Partner
Benjamini Law
Jacob Safrin
Financial Advisor
Safrin Associates
 

Agenda

Time
Presenter
Topic
9:00

Registration & Coffee

9:30 Philip Stein

Introduction

9:40 Fred Kahn

What Every Family Office Should Know About U.S. Taxation

10:15 Amir Halevy

Transfer of Wealth Between Family Members-Gifts and Inheritances (Hebrew)

10:45

Coffee Break

11:00 Yair Benjamini

Israeli Tax Law-Problems and Solutions When Using LLC’s and Trusts

11:25 Jacob Safrin

The Benefits of Using Life Insurance for High Net Worth Families

12:00

Panel Discussion

12:30

Lunch

 

Photo Gallery