Blogs & Podcasts

Each year, while we look towards the future, we begin with Beresheet, with the beginning of time, when God created the universe and all the wonders that exist in it.In…

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…

Welcome to the world of U.S. taxes for U.S. citizens living in Israel, where the misconceptions are many, and the facts can sometimes be…less than welcome. But fear not! We’re…

Recent developments in the United States legal sphere might have significant implications for U.S. taxpayers abroad, particularly those residing in Israel. In May 2023, a unanimous decision was made in…

As a U.S. expat residing in Israel, staying informed about potential U.S. tax changes is crucial. The American legislative landscape currently sees the possible introduction of three tax bills that…

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,…

In recent years, the plight of American expatriates burdened by the complications of U.S. tax law has become an increasingly frustrating topic. Among the primary concerns for U.S. citizens living…

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…

In a recent U.S. Tax Court decision, Alon Farhy v. Commissioner of the Internal Revenue Service, the court ruled that the IRS lacks statutory authority to assess penalties under Section…

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…

As we approach the Passover holiday, celebrating the liberation of the Jewish people from slavery in Egypt, it’s a good time to think about liberation from hefty financial penalties. Thankfully,…

There is a common misconception that filing an extension for your tax return is a bad thing or an audit risk…

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…

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…

The SECURE Act 2.0 was signed into law on December 29, 2022, expanding on the original SECURE Act. Learn about the changes to RMDs, the Saver’s Credit, and more options for accessing retirement funds for emergencies, as well as new Roth IRA options for high earners

Learn about the recent IRS tax code changes and their impact on US citizens living in Israel.

Learn about the different types of IRS 1099 forms and how to report income from sources other than a traditional salary or wages on both U.S. and Israeli tax returns.

House Republicans have taken a bold step towards fulfilling their campaign promise of cutting back on President Biden’s economic agenda by passing a bill that seeks to reduce funding for…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

As you have likely already heard, the American Rescue Plan has enhanced the Child Tax Credit for the 2021 tax year.

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 problems that revolve around their finances and benefits.

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…

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…

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…

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…

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….

On Thursday, March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law. Below, we will discuss some of the tax-related provisions. First, we’ll review the...

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…

As we move into the year 2021 and the COVID-19 pandemic continues to change the world, one of the many areas that people have come to reassess is their state…

As we enter our third lockdown and the Israeli government announces a fourth round of elections in 2 years, some good news—Americans will be receiving a second round of stimulus...

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…

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,…

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…

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...

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…

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…

One of the most significant issues facing both Israelis returning to Israel from time spent working in the U.S. as well as for Americans making Aliyah regards the various U.S....

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…

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 lovers…

There are several misconceptions regarding the tax benefits of charitable giving, some of them specifically pertaining to US citizens living in Israel. We hope that the below Q&A, along with...

Returning to live in Israel after many years abroad very often includes planning for assets that have been accumulated or acquired while you were in the U.S.  Three of the...

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…

One of the many trends we are seeing in the COVID-19 crisis is an increase in Israeli citizens who were working abroad returning home to Israel. This return is partly...

On July 20th, 2020, the IRS issued the much anticipated final GILTI high tax exclusion regulations. In short, any foreign corporation that pays foreign tax at a rate of 90%...

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…

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…

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…

For U.S. citizens living abroad, one of the most overlooked tools they can use to reduce their tax exposure is gifting.  Two U.S. citizens living in Israel gifting back and...

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…

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…

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…

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…

COVID-19 has brought about many changes to our economic environment, causing consumers, businesses, and governments at every level to reassess prevalent economic truths. In times like this, it is imperative…

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.

(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,…

This past Friday, President Trump signed the much-anticipated stimulus bill, the CARES Act, into law. Here is a summary of the key provisions that impact individual taxpayers:   Stimulus Payments:…

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…

“Don’t you just take the information I give you and plug it into some software?” This is one of my least favorite questions I am asked because it is everything…

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…

Please enjoy this contributed blog by our colleagues at: A consistent concern that comes up in discussions with clients is that they get so nervous when transferring funds, mostly because…

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…

The most common issues that make dual-status citizens living in Israel owe U.S. tax Our clients are always in a rush to file their U.S. taxes and get a refund…

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…

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…

On December 20, 2019, President Trump signed the Consolidated Appropriations Act, 2020 into law. While this is essentially a government-spending bill for the year 2020, among the 700+ pages of…

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.

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…

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…

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…

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…

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…

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…

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….

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,…

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…

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…

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…

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…

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…

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…

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….

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,…

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…

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…

THE NEW YORK TIMES:   It was reported recently that George Mendonsa, the sailor who was in the iconic photo kissing a nurse, Greta Zimmer Friedman, in Times Square on…

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…

…. 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…

 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…

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…

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…

  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…

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…

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…

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…

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…

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….

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…

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…

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…

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…

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…

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…

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…

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….

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…

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…

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…

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…

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…

‘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…

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…

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…

The newly approved US tax reform includes many changes that impact each American taxpayer regardless of where he or she lives. One such change is that those who itemize deductions…

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….

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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 preteen, you get the right to sit up front and begin to see up close the mechanics of driving.

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…

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…

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…

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?

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.

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…

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…

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!

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…

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…

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…

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…

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…

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,…

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…

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…

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…

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…

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…

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…

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…

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…

One of my favorite Beatles songs is called “ In my Life” https://youtu.be/UKQpRgxyyqo. It speaks of people and places we knew and loved, who are no longer with us or…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

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…

What car will you be driving next? It is estimated that by 2020, more than 20 percent of all new vehicles sold will be electric and that almost 20 million EVs…

When I was a young boy growing up in Chicago, going to the East Side meant you ended up in Lake Michigan. In fact, until I was in my teens, I had never…

Tune into this weeks podcast interviewing Daniel Fink, senior analyst at Sweetwood Capital. 2015 has started with much volatility, a soaring dollar, weakening euro, oil prices 50% below last summer’s prices…

We are excited to launch our new podcast series for 2015. Our first episode begins with Zvika Lifschitz, CFO of one of Israel’s fastest growing technology companies- Valens. Tune in and…

NowForce offers personal safety apps, cloud-based computer aided dispatch, and mobile response tools for campus security, private security, and public safety organizations, enabling reduced response times. Tune in to this week’s podcast to learn about the SOS…

Tune into this week’s podcast interviewing Yosef Abromowitz to learn more about solar energy and the impact investor, activist and former candidate for the Israeli Presidency. Enjoy.

When I was a kid,​ my late grandmother used to watch a soap opera ​called “The ​Days​ of Our Lives”. The show would open with some dramatic music and a narrator…

What do high-tech, water and professional basket-ball have in common? Tune in to this week’s podcast interviewing our dear friend Assaf Barnea- CEO of Kinrot Ventures and learn why Israel is…

This week Philip interviews 4 out of the 5 hottest startups in Jerusalem: What their products are about, how they got motivated and why Jerusalem is THE city for Start…

How to avoid a serious tax penalty with the new offshore voluntary disclosure initiative? As you might know, foreign bank accounts will start reporting to the IRS providing data about…

Tune in to this weeks podcast and get to know Bob Rosenschein- one of Israel’s leading entrepreneurs. We enjoyed hearing his positive take on working hard, having fun and what…

Join us on this week’s podcast interviewing veteran banker, Jeff Balsam to find out about the most common mistakes businesses make when having cash flow problems, where you should turn to when making that…

Statistics reveal that a quarter of Israelis are living in poverty; among them are 850,000 hungry children. Yet, at the same time, literally hundreds of thousands of tons of perfectly…

Israel has recently introduced major changes on how gains from residential real estate will be taxed. Were you mistaken to think you needed to sell your property before January 1st?…

Is the window starting to close for those foreign residents that have not yet entered into the IRS offshore voluntary disclosure program? The U.S. government is in the process of…

Join Philip and Dave Wolf, partner at Hacohen Wolf  Law Offices discuss  BitCoin and it’s tax ramifications. Enjoy!

What are the questions every investor needs to ask their potential portfolio manager and what went wrong with the pridictions beginning of 2013 regarding the Euro going down the tubes? Get a better understanding of…

We took the time to summarize relevant tax issues for 2013, as well as sharing some insight on 2014. Wishing you all a very good secular new year!

We are very glad to interview Ben Wiener- entrepreneur-friendly venture enthusiast and founder of  Jumpspeed, a micro-fund and venture accelerator based in Jerusalem. Ben co-founded his first start up in 1999 and…

We are very pleased to interview Max Karpel- an Attorney with Kleinberg and Kaplan. Max advises Israeli hedge fund managers in connection with U.S. activities as well as represents U.S….

Tune in to our podcast interviewing Gidi Bar Zakai to learn about the latest changes in tax legislations and exemptions for Olim and returning residents.

Join Philip and Barry Levenfeld- a dear colleague, Partner at Yigal Arnon & Co. Law firm and one of the veterans of the Israeli hi-tech scene. Hear his take on…

How will Obamacare affect your company? Get a better understanding of the reimbursement analysis for new and evolving technologies across public and private payers by tuning in to this weeks podcast…

Philip interviews Yigal Zemah-Head of the Israeli Office of Berggruen Holdings. Find out more about the ground breaking Meier on Rothschild project receiving nomination from Forbes top 10 leading towers in…

Tune in to “From the Midwest to the Middle East” and learn about the latest trends in the internet and mobile industry. Expert & tech blogger Hillel Fuld who contributes to sites such as…

Philip’s Exclusive interview with WAZE Co Founder, Amir Shinar. Tune in to learn about the Israeli navigation app startup which was just acquired by Google for $1.03 billion.

Learn about the most common mistakes non U.S. corporations make when in the process of setting up a U.S. operation, and how to prevent employment issues in the future. Find…

Get a better understanding of the VC world by learning about the industry from the very first Israeli fund throughout the early 90’s, the growing years of the early 2000’s and now by tuning in to…

In a world that’s becoming more and more competitive, you need to know what’s in and what’s out. This time on “From the Midwest to the Middle East” we are proud…

A window into the investing world- What lies ahead-Israel, Europe, US and China. Tune in to “From the Midwest to the Middle East” and hear Philip discuss the future and current…

Tune in to our podcast on doing business in China interviewing Richard Cant- Regional Director of the Yangtze River Delta Region for Dezan Shira & Associates to learn about the challenges…

Two main events marked the end of December:  1) Congress and The Obama Administration were battling over the future of the “Bush Tax Cuts” and 2) I was following the…

This time on “From the Midwest” Philip talks about what you should be thinking about regarding the fiscal cliff, expiring tax cuts, 2013 tax changes and more. Tune in.

US citizens living in Israel- tune in and learn why despite the global orientation your investment and asset management services are not up to speed. See what 2013’s forecast has to offer and get insight from…

Many of you may have missed the passing of Hal David a few weeks ago, at the age of 91. Mr. David wrote some of the most famous songs that…

This time on “From the Midwest to the Middle East” a glimpse into the Israeli tax system.  We enjoyed interviewing Iddan Dinai, a dear colleague and well known Israeli tax attorney….

Taking advantage of Israel’s prominence as an innovative market leader in the Cleantech industry. Tune it to our podcast interviewing one of the premier players in the Cleantech industry, a dear…

Investors in U.S. real estate- this one’s for you. Listen to our podcast interviewing Jay Zwiebel, Managing Director and Executive Vice President of Harbor Group Israel, to learn about what’s going on…