Last Updated 7 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 Exemption Landscape for New Olim, Part II appeared first on Philip Stein & Associates.

Last Updated 7 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 laws take effect in 2026 and the complexities of navigating U.S. tax implications for dual residents.

The post Episode 140: The Changing Tax Exemption Landscape for New Olim appeared first on Philip Stein & Associates.

Last Updated 10 months ago

Join Philip and longtime friend David Weinberg for a brand new episode of From the Midwest to the Middle East.

David is a government relations and foreign affairs specialist based in Israel. He is a diplomatic, defense, political, and Jewish world columnist for The Jerusalem Post and Israel Hayom newspapers and a senior managing fellow at the Jerusalem-based Misgav Institute for National Security and Zionist Strategy. He was senior advisor to Deputy Prime Minister Natan Sharansky and founding coordinator of the Global Forum against Anti-Semitism in the Israeli Prime Minister’s Office.

David also conducts wine and food tours in Israel and writes about kosher wines from around the world. He utilizes his extensive knowledge gained from studying oenology at the London-based International Wine & Spirit Education Trust.

In this episode, Philip and David discuss the Israeli wine industry’s growth and trends. So sit back with your favorite glass and enjoy. L’chaim!

The post Episode 132: Drunk on Zion appeared first on Philip Stein & Associates.

Last Updated 10 months ago

Discover an oasis of raw nature in the heart of Gush Dan at Ecopark Glilot. Today’s guest, Yoav Kremer, is the passionate environmentalist behind this ambitious project when he’s not at his day job as a lawyer. Hear all about how the park came to be and what you can do to help keep Israel’s natural resources thriving.

The post Episode 131: Rewilding the Urban Jungle appeared first on Philip Stein & Associates.

Last Updated 10 months ago

In our final episode of the Outlook on 2024 series, get all your burning real estate questions related to Israel answered by our guest, Yitzchak Kowalsky, CEO of YYK Real Estate. With over a decade in the real estate business, you benefit from Yitzy’s expertise! Happy listening!

The post Episode 129: Outlook on 2024, Part VIII – Residential Real Estate appeared first on Philip Stein & Associates.

Last Updated 10 months ago

Aaron Zucker, a friend of the show, returns for a new conversation. As the Founder and Managing Partner of Sapir Venture Partners, Aaron shares his thoughts on the latest industry trends and innovations and what to expect in the near future.

As you may know, Israel is one of the leading countries in the world of startups. Its thriving tech scene has produced many successful companies.

So, if you are interested in the world of startups and VCs, this is definitely an episode you don’t want to miss. Join us to discover what’s new and exciting in the world of Israeli startups and VCs!

The post Episode 128: Outlook on 2024, Part VII – VCs and Startups appeared first on Philip Stein & Associates.

Last Updated 10 months ago

Turn your Aliyah dream into reality with insights from the latest episode of From the Midwest to the Middle East. In this episode, Philip is joined by Jay Kierman of Prime Aliyah. No matter your life stage, you will find this episode extremely helpful in planning your Aliyah. Happy listening!

The post Episode 127: Outlook on 2024-Part VI – Aliyah: Dream to Reality appeared first on Philip Stein & Associates.

Last Updated 10 months ago

In today’s tumultuous world, marked by the ongoing war in Ukraine, congressional challenges in the U.S., rising interest rates, and the unfolding conflict in Israel, the resilience of the U.S. stock market is nothing short of remarkable, consistently hitting record highs against all odds.

Episode 126 of our series, “Outlook on 2024,” presents an engaging dialogue between Philip Stein and Aaron Katsman, President of Lighthouse Capital. As a luminary in wealth management based in Jerusalem and a frequent voice in financial media, including a weekly column in the Jerusalem Post, a podcast, and appearances on CNBC, Aaron brings a wealth of knowledge and an insightful perspective to the discussion.

This episode peels back the layers of current global economic dynamics, offering Aaron’s expert forecast for 2024 and the future of investments and financial markets.

The post Episode 126: Outlook on 2024, Part V- Investment & Capital Markets appeared first on Philip Stein & Associates.

Last Updated 10 months ago

Michael Granoff, founder of Maniv Mobility, joins Philip to discuss the future of Electric Vehicles in 2024 and beyond. Is there disenchantment with EVs in the U.S.? Are traditional car manufacturers pulling back on their EV production? Is a company like BYD going to become a household name? Tune in to hear his take on these questions and much more!

The post Episode 125: Outlook on 2024, Part IV – All About EVs appeared first on Philip Stein & Associates.

Last Updated 1 year ago

In part III of our podcast series, Outlook on 2024, Philip speaks with Commercial Real Estate expert Jonathan Steinberg, the CEO of Newmark Natam, the largest commercial real estate company in Israel. Located in Tel Aviv, it has five regional offices.

In addition to his position at Newmark Natam, Steinberg is the chairman of the board of the Shechter Institute for Jewish Studies in Jerusalem.

He is also the author of the book, “Buying Real Estate.”

The post Episode 124: Outlook on 2024, Part III-Commercial Real Estate appeared first on Philip Stein & Associates.

Last Updated 1 year ago

We all know the quote from Benjamin Franklin ..”.in this world, nothing is certain except death and taxes,” However, if you are lucky, you will also someday be eligible for a pension!

Join Philip as he chats with his longtime friend and Israeli pension expert, Yitschak Cina (aka Scotzy). Learn about how to plan for retirement and what to do with your Keren Hishtalmut.

Happy listening!

The post From the Midwest to the Middle East: Episode 123-Outlook on 2024 Part II, Pensions & Savings appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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, Octopus AI, a cutting-edge technology company revolutionizing the way financial processes are automated and optimized. Lena’s expertise in finance and her passion for innovation in accounting will leave you inspired and eager to learn more. Don’t miss this captivating episode!

The post Episode 121: The Art of Accounting and AI appeared first on Philip Stein & Associates.

Last Updated 3 months 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 their financial futures in a new country.

The post Episode 5: Navigating Financial Decisions for New Olim appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 Jerusalem, Israel. With over a decade of experience in entrepreneurship and innovation, Aaron shared his insights on the evolving startup landscape and the key challenges and opportunities facing early-stage founders. Join us as we dive into the exciting world of entrepreneurship with Aaron Zucker and learn more about MassChallenge’s impact in Israel.

The post Episode 120: Challenging the Status Quo with MassChallenge appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 waste by shopping at a supermarket that uses the innovative technology provided by Wasteless. In this episode, Philip chats with Founder and CEO Omer Oded about his innovative company.

The post Episode 119: Waste Not, Want Not appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 innovative startup on the latest episode of From the Midwest to the Middle East. Tune in now for an eye-opening conversation on sustainable solutions!

The post Episode 118: Old Wood, New Life; Meet Daika Wood appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 development of plant-based dairy alternative consumer products, ranging from milk, yogurts, spreadable cream cheese, and sweet puddings-all derived from chickpeas. Tune in now to learn all about it!

The post Episode 117: Beyond Hummus: Meet CHKP appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 on i24news.

While most of the post-Abraham Accords’ attention focuses on the UAE, a lot is going on behind the scenes between Israel and Morocco. Tune in to hear Amine’s take on the exciting opportunities between the two countries.

The post Episode 116: Spotlight on Morocco appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 of disease prevention is as easy as eating some delicious chocolate. Tune in to find out how it works!

The post Episode 115: Prevent Disease While Eating Chocolate? Meet Solveat appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 Israel your home. In this episode, Philips chats with co-founders Lara Itzhaki and Rafi Shulman about what it takes to have a successful Aliyah these days.

The post Episode 114: Stressing over Aliyah? Olim Advisors to the Rescue! appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 Spetner of Spetner Associates. Their conversation covered some interesting topics including:

1. How to buy U.S. insurance while living in Israel
2. Advantages that U.S. insurance has over Israeli policies
3. How non-U.S. citizens can use a U.S. insurance policy to protect them from U.S. estate tax

Tune in and enjoy!

The post Episode 113: The Ins and Outs of U.S. Life Insurance for Israel Residents appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 Arizona-Israel Trade and Investment Office, about what makes AZ so attractive to Israeli companies in aerospace, mobility, agro-tech, and manufacturing industries. Tune in to this fascinating episode now!

The post Episode 112: The Start-Up State Meets The Start-Up Nation appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 and High-tech in Israel. Tune in and enjoy!

The post Episode 111: $50M Is Just the Beginning for AnD Ventures appeared first on Philip Stein & Associates.

Last Updated 7 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 ensure that all children, regardless of their background, receive the necessary skills to thrive in a modern economy.

Takeaways

• Israel was on a rapid growth path until the 1970s.
• The Yom Kippur War shifted national priorities away from growth.
• Current education levels in Israel are comparable to third world countries.
• Half of Israeli children are receiving inadequate education.
• The gap between skilled and unskilled labor is widening in Israel.
• A small percentage of the population pays a large portion of taxes.
• Emigration of skilled professionals poses a risk to Israel’s future.
• The education system needs a complete overhaul to be effective.
• Demographic changes are impacting the socioeconomic landscape.
• A focus on education can help bridge the gap and improve the economy.

The post Episode 139: Challenges Facing the Israeli Economy appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 to be the best that they can be.” Through her non-profit organization, Orly provides educational tools and initiatives to inspire people to live a life of kindness. Her viral video, Kindness Boomerang, shows the powerful impact that small acts of kindness put out in the world. We hope you enjoy this special episode as much as we do!

The post Episode 110: Living Kindly appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 AI to offer a full array of insurance products while also giving their customers the option to donate to their charity of choice through their unique Giveback program. Pour yourself a glass of lemonade, sit back, and enjoy!

The post Episode 109: When Life Gives You Lemons, 2.0 appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 co-founder of First Media, a leading media brand dedicated to inspiring women every day. First Media’s SoYummy, Blossom, Blusher, and BabyFirst generate over 1.5 Billion monthly video views on social media, have more than 160 million followers, and its TV networks BabyFirst and So yummy reach over 100 million U.S. homes combined.

Tune in and enjoy!

The post Episode 108: By Women for Women appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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, accessible vehicle for long-term giving and social investment: the same resources, with far greater impact.

The post Episode 107: Strategic Philanthropy appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 much more efficient to give, especially in times like these.

The post Giving:Simplified appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 and vegans can equally embrace this innovation. Join our chat with CEO Eschar Ben Shitrit to learn all about this major industry disruptor.

The post Episode 105: 3D Printing Your Steak Dinner-Redefine Meat appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 message away. riseup is a Tel Aviv based company that understands that cash flow is king and the heartbeat of your financial health. Their platform (currently in Hebrew only) manages your cash flow and helps you make smart financial decisions.

In this episode Philip speaks with Tamara Harel-Cohen, co-founder & CGO of riseup.

Tune in and enjoy!

The post EPISODE 104: RISEUP AND TAKE CHARGE OF YOUR EXPENSES appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 Israel. Lots to learn in this episode so tune in now!

The post Episode 103: Immigration In the Time of Corona appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 global partners immersed in the wellness market. Welltech1 provides startups with know-how, a dedicated professional team of wellness experts, business advisors, global partners, and a gateway to a $4.5 trillion wellness market worldwide.

In this episode, Philip speaks with Galit Horovitz and Amir Alroy–co-founders of Welltech1. Enjoy!

The post Episode 102: on the Wellness track appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 health app uses cutting-edge AI to give you immediate answers and convenient access to quality primary care in minutes. In this episode, we have a fascinating chat with Co-Founder and CPO of K health, Ran Shaul.

The post Episode 101: Healthcare without the Waiting Rooms appeared first on Philip Stein & Associates.

Last Updated 10 months ago

Join us for a follow-up conversation with Maya Natan, CEO of Keshet DAF IL, as we explore how Israeli giving has evolved since our 2019 discussion. Tune in for insights on how donors drive greater impact through long-term philanthropy and social investment.

The post Episode 138: Keshet 2.0 appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 Weinbach, Mandalay Sports Media Executive VP and one of the producers of the world-famous Netflix & ESPN documentary, The Last Dance. It is a fantastic documentary, not only regarding the subject matter but also in that it was broadcast at the height of the Coronavirus to a record-breaking worldwide audience. We hope you enjoy this podcast as much as we did.

 

 

The post Episode 100: Your All-Access, Behind the Scenes Pass to Netflix’s The Last Dance appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 help Jewish teens and young professionals increase their engagement in charity.

Let us know your thoughts. Enjoy!

The post Episode 99: Smarter Giving appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 fascinating interview with co-founder, Tato Bigio.

The post Episode 98: Waste Not, Want Not appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 its true mission of educating and inspiring kids all over the world to dream and learn about space & science. Enjoy!

 

The post Episode 97: Fly Me To The Moon appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 seas and streams.
From Israel’s rivers to the rain forests of the Amazon, there’s much that can be done now to save our planet.  Learn about the major issues and how we can each make an impact.

The post Episode 96: It’s NOT Too Late appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 not to be missed by any employers/employees in Israel.

 

The post Episode 95: Employment Law-What You Need To Know In Israel appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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. We can’t wait to hear what’s next for this Jerusalem based startup. Enjoy! 

The post Episode 94: Lights, camera, tricks! appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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, voice monitoring that turns smart phones into remote patient monitoring devices for voice-affecting diseases like asthma and pneumonia. We enjoyed this one – we hope you do too!

The post Episode 93: Smart Health appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 and how you can improve your next vacation with little upgrades. Enjoy! 

The post “Oh, the Places You’ll Go” -Dr. Seuss appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 process. 

The post The ‘Watson’ of Investments? appeared first on Philip Stein & Associates.

Last Updated 10 months ago

History buffs, this one is for you! Join Philip and his guest, historian Shalom Lamm, founder of OperationBenjamin.org. Operation Benjamin is devoted to preserving the memories of American-Jewish servicemen and women who made the ultimate sacrifice while defending the cause of freedom during World War I and World War II. Tune in and enjoy!

The post Episode 137: Righting History appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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, Philip himself answers questions and discusses his thoughts and insights with his daughter, Zippora Zadok, General Manager of Philip Stein & Associates. Philip connects the past to the present and shares some of his hard earned wisdom. He talks about how the tax world has changed over the years and shares stories of his own personal journey from the Midwest to the Middle East.

Enjoy!

The post Episode 90–Turning the Tables appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 mission, promoting both gender balance worldwide and occupational growth in Israel’s remote peripheries.

The post Feminism and Business: 2019 appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 in three U.S. Presidential campaigns and in 2010 received Brandeis University’s Asper Award for Global Entrepreneurship, they had much to talk about. Enjoy.

The post Investing In The Future Of Mobility appeared first on Philip Stein & Associates.

Last Updated 1 year ago

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 on how the new world of social media creates change in curing cancer as well.

Enjoy and spread the word about this incredible app!

The post Social Cure For Cancer appeared first on Philip Stein & Associates.