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News & Insights

Catch Up With Our Latest

Our Recent Insights

Podcast

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...

by Philip Stein
March 4, 2018
Blog

How Will The New Repatriation Tax Affect You?

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,...

by Melanie Chesir, CPA
February 19, 2018
Podcast

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...

by Philip Stein
February 4, 2018
Blog

2017 End Of Year Tax Planning

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...

by Yaacov Jacob
December 6, 2017
Blog

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...

by Philip Stein
October 15, 2017
Podcast

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...

by Philip Stein
September 27, 2017
Podcast

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...

by Philip Stein
September 7, 2017
Podcast

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...

by Philip Stein
August 1, 2017
Blog

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...

by Philip Stein
February 26, 2017
Podcast

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...

by Philip Stein
January 1, 2017
Blog

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...

by Philip Stein
November 3, 2016
Podcast

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...

by Philip Stein
October 27, 2016
Podcast

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...

by Philip Stein
September 28, 2016
Podcast

Goldstein on Gelt

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...

by Philip Stein
September 1, 2016
Podcast

Stockholm-Silicon Valley-Modiin

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....

by Philip Stein
August 3, 2016
Podcast

3D Printing Anyone?

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...

by Philip Stein
July 20, 2016
Podcast

Touring in China

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,...

by Philip Stein
June 22, 2016
Podcast

Entrepreneurship anyone?

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...

by Philip Stein
June 16, 2016
Blog

Michael Jordan and Muhammad Ali

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...

by Philip Stein
June 9, 2016
Podcast

The Future of Virtual Reality

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...

by Philip Stein
May 25, 2016
Podcast

Celebrating Israel with Mass Challenge

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...

by Philip Stein
May 11, 2016
Blog

A Bet and a Debt

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...

by Philip Stein
May 5, 2016
Podcast

An Israeli Startup Story

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...

by Philip Stein
April 20, 2016
Podcast

Life of Hope

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...

by Philip Stein
April 6, 2016
Blog

It’s All About Service!

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...

by Philip Stein
April 3, 2016
Podcast

Israeli Biomed in Morocco

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...

by Philip Stein
March 23, 2016
Podcast

Giving Back

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...

by Philip Stein
March 6, 2016
Blog

My Life

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...

by Philip Stein
February 10, 2016
Podcast

When Science Meets Nature

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...

by Philip Stein
January 7, 2016
Podcast

An Innovative Startup Improving Lives

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...

by Philip Stein
December 27, 2015
Podcast

2015, It’s been a blast!

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...

by Philip Stein
December 15, 2015
Podcast

Wealth Management with Ben Maimon

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...

by Philip Stein
December 8, 2015
Blog

A Jerusalem Cab Ride & Chanukah

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...

by Philip Stein
December 2, 2015
Podcast

Pension Counseling Tips

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...

by Philip Stein
November 9, 2015
Blog

The Gift of Quality Time

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...

by Philip Stein
September 9, 2015
Podcast

Investing in an Uncertain World

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...

by Philip Stein
April 8, 2015
Blog

Passover 5775

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....

by Philip Stein
March 29, 2015
Podcast

The power of electric vehicles

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...

by Philip Stein
February 8, 2015
Blog

Go East Young Man

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...

by Philip Stein
February 4, 2015
Podcast

Outlook on Financial Market

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...

by Philip Stein
January 25, 2015
Podcast

Valens- 3rd place in FAST 50 in Israel

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....

by Philip Stein
January 2, 2015
Podcast

SOS Israel App

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...

by Philip Stein
October 18, 2014
Blog

The Climb-Rosh Hashana 5775

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...

by Philip Stein
September 21, 2014
Podcast

The Future of the Water Industry

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...

by Philip Stein
August 13, 2014
Podcast

From Dream to Reality

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...

by Philip Stein
August 10, 2014
Podcast

Great Time to be Alive

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...

by Philip Stein
May 10, 2014
Podcast

Businesses Saving in Currency Exchange

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...

by Philip Stein
May 4, 2014
Podcast

Joseph Gitler on Leket Israel

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...

by Philip Stein
April 30, 2014
Podcast

Major Changes in Residential Real Estate

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...

by Philip Stein
April 8, 2014
Podcast

All about BitCoin

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

by Philip Stein
February 8, 2014
Podcast

2014 Outlook for Financial Market

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...

by Philip Stein
January 8, 2014
Podcast

Year- End and 2014

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!...

by Philip Stein
December 29, 2013
Podcast

Start Ups- this one’s for you

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...

by Philip Stein
December 28, 2013
Podcast

Predictions in the Hedge Fund Industry

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...

by Philip Stein
September 13, 2013
Podcast

The Latest on Israeli Hi-tech Scene

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...

by Philip Stein
August 16, 2013
Podcast

Meier on Rothschild Tower

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...

by Philip Stein
July 20, 2013
Podcast

The Latest Tech Trends

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...

by Philip Stein
July 16, 2013
Podcast

Exclusive WAZE interview

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...

by Philip Stein
July 8, 2013
Podcast

The Story of VC Funds

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...

by Philip Stein
February 20, 2013
Podcast

Israeli Pride; The High Tech Scene 2012

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”...

by Philip Stein
February 8, 2013
Podcast

Venture Capital- 2013

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...

by Philip Stein
February 8, 2013
Podcast

Doing Business in China

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...

by Philip Stein
February 8, 2013
Blog

The Fiscal Cliff

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...

by Philip Stein
January 15, 2013
Podcast

Obama, Bush and The Fiscal Cliff

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....

by Philip Stein
January 8, 2013
Podcast

The Individual Investor

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...

by Philip Stein
December 8, 2012
Blog

“Promises, Promises”

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...

by Philip Stein
October 11, 2012
Podcast

The Israeli Tax Scene

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...

by Philip Stein
May 8, 2012
Podcast

Israel’s Cleantech Industry

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...

by Philip Stein
April 8, 2012
Podcast

Investing in US Real Estate

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...

by Philip Stein
March 10, 2012