From the Midwest to the Middle East

Last Updated 41 minutes ago Join Philip Stein and Darren Eliasov for a detailed discussion on the importance of proper documentation in charitable giving, the interplay of US and Israeli tax laws, and strategic tips for maximizing tax benefits through charitable contributions, including stock donations and Donor-Advised Funds. Key Topics Importance of receipts in U.S. charitable deductions US and Israeli tax treaty on cross-border donations Donor-advised funds and their benefits Tax implica

Last Updated 3 weeks ago Most new olim and returning residents in Israel are about to unlock a treasure trove of tax benefits — but only if they act fast. With an ultra-tight window from November 2025 to December 2026, this episode reveals how a recent legislative shift could save you thousands on income tax, Bituach Leumi payments, and estate planning — making your move to Israel more financially advantageous than ever before. Philip Stein and Yair Benjamini delve into the intricate details of

Last Updated 6 months ago In part II, Philip Stein and Yair Benjamini continue diving into the latest Israeli tax reforms, unraveling how the new “wallet company” and “trapped profits” legislation is shaking up the business world. Discover what these changes mean for business owners, especially U.S. citizens living in Israel, and how they can navigate this complex landscape. Don’t miss this engaging conversation packed with insights and practical advice! The post Episode 141: The Changing Tax E

Last Updated 6 months ago In this podcast, Philip Stein and tax lawyer Yair Benjamini discuss significant changes in Israeli tax law affecting Olim (new immigrants) and returning residents. They explore the implications of new reporting requirements for foreign income, the voluntary disclosure program for those who may have misreported income, and the challenges posed by proposed changes to residency determinations. The conversation highlights the urgency for potential Olim to act before the new

Last Updated 1 month ago In this episode, Yaacov Jacob and Philip Stein discuss the financial considerations for individuals making Aliyah to Israel. They cover essential topics such as how much money to bring, the implications of the 10-year tax holiday, filing the FBAR, and the complexities of investing in passive foreign investment companies (PFICs). The conversation also highlights the advantages of investing in Israel versus the US, and offers practical advice for new immigrants navigating

Last Updated 6 months ago In this conversation, Professor Dan Ben-David discusses the historical and contemporary socioeconomic challenges facing Israel, particularly focusing on the impact of the 1970s on the country’s growth trajectory. He emphasizes the urgent need for educational reform to address the disparities in the education system and the potential risks of a ‘spiral of collapse’ due to skilled emigration. Ben-David advocates for a comprehensive overhaul of the education system to ensu