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

9:00

Registration & Coffee

9:30

Introduction

Philip Stein
9:40

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

Fred Kahn
10:15

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

Amir Halevy
10:45

Coffee Break

11:00

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

Yair Benjamini
11:25

The Benefits of Using Life Insurance for High Net Worth Families

Jacob Safrin
12:00

Panel Discussion

12:30

Lunch

Photo Gallery

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