Philip Stein and Associates

Can ISOs Solve the Double Tax Issue for U.S. Citizens in Israeli High-Tech?
We are asked this question constantly--find the answer in our latest blog.

Can ISOs Solve Double Tax? | Philip Stein & Associates Explore if Incentive Stock Options (ISOs) can mitigate double taxation for U.S. citizens in Israeli high-tech. Discover the benefits and challenges involved.

Still planning your vacation this summer? Discover how US citizens living in Israel can enjoy their getaway while maximizing tax savings under Israel’s 10-year tax holiday!

Traveling Abroad This Summer for Vacation and Winning the Tax Game | Philip Stein & Associates As the summer heat intensifies, the allure of a European vacation becomes increasingly tempting for US citizens living in Israel. With shorter - Philip Stein & Associates - Traveling Abroad This Summer for Vacation and Winning the Tax Game

Are you a U.S. citizen working in Israeli high-tech and struggling to understand the tax implications of your stock options? In our newest blog, you can gain the knowledge you need to maximize your benefits and ensure compliance.

https://www.pstein.com/blog/u-s-citizen-israeli-high-tech-stock-option-grant/

Taxes on Stock Option Grants in Israeli High-Tech - P. Stein As an employee in the Israeli high-tech sector, you must understand all the tax implications of stock options grants. Here is how to avoid unexpected expenses.

As we move through 2024, significant changes are on the horizon for U.S. trust and estate rules.

Learn three ways to maximize your estate and gift limits in our latest blog!

3 Ways to Maximize Your U.S. Estate and Gift Limits Before They Get Cut in Half | Philip Stein & Associates As we move through 2024, significant changes are on the horizon for U.S. trust and estate rules. Currently, each U.S. person enjoys an estate and gift tax - Philip Stein & Associates - 3 Ways to Maximize Your U.S. Estate and Gift Limits Before They Get Cut in Half

Happy 248th birthday, America!

Many Israelis moving to the U.S. do so without thorough planning, often falling victim to issues. They aren’t at fault, though. Many don’t even know what to ask about or plan for before the move.

These are the top 10 topics we make sure our clients clarify before they move, helping them avoid a failed to the U.S.

Top 10 Tax Topics for Israelis Moving to the U.S. This Summer | Philip Stein & Associates Moving from Israel to the U.S.? Prepare for the transition by researching important tax issues to avoid unexpected and costly surprises.

Moving from Israel to the U.S. this summer?

Avoid a tax surprise and save money by learning how to file your first year!

https://www.pstein.com/blog/moving-from-israel-to-the-u-s-avoid-a-big-first-year-tax-bill/

Moving from Israel to the U.S.: Tax Trap | P. Stein When moving from Israel to the U.S., you must learn about the new country's tax implications. Learn more to avoid unexpected tax-related expenses.

On June 20th, the Supreme Court made a landmark decision in Moore v. United States!

It leaves U.S. citizens living in Israel with heavy taxes, but saves our timeline from a total apocalypse. Other timelines in the Multiverse are not so lucky. Read the article here 👇

Supreme Court Saves Our Timeline with a Controversial Ruling for U.S. Expats | Philip Stein & Associates U.S. taxpayers in Israel are out of luck, but the Supreme Court just saved our timeline from chaos.   On June 20th, the Supreme Court ruled on - Philip Stein & Associates - Supreme Court Saves Our Timeline with a Controversial Ruling for U.S. Expats

Renouncing U.S. citizenship might seem unthinkable, but it’s a necessary choice for some.
Welcome to the final part of our series on this confusing topic, where we will dive into David’s story.

https://www.pstein.com/blog/why-would-anyone-ever-renounce-their-us-citizenship-part-iii/

Our latest podcast episode is live!

From the Midwest to the Middle East: Episode 130 - Israel's Media War Join Philip Stein and special guest, IDF spokesman Major (res.) Doron Spielman as they discuss the challenges of bringing the truth to light and countering t...

Join Philip Stein and special guest, IDF spokesman Major (res.) Doron Spielman as they discuss the challenges of bringing the truth to light and countering the anti-Israel bias prevalent in the foreign press and on social media. Discover how regular citizens can participate and make a difference by following the Daily Briefing at 3PM Israel time of the Citizens Spokesperson's Office on Instagram, YouTube, X and TikTok!
https://youtu.be/yLHxiKoBq14?si=MiL4KmRSiE9B_WQj

From the Midwest to the Middle East: Episode 130 - Israel's Media War Join Philip Stein and special guest, IDF spokesman Major (res.) Doron Spielman as they discuss the challenges of bringing the truth to light and countering t...

Renouncing U.S. citizenship might seem unthinkable, but it’s a necessary choice for some.
Our latest blog series shares the stories of three individuals who took this bold step. Today, we meet Rachel, who was born to Israeli parents in the United States. She moved back to Israel at age two and has lived there ever since. Let's dive into what led her to renounce her U.S. citizenship.
https://www.pstein.com/blog/why-would-anyone-ever-renounce-their-u-s-citizenship-part-ii/

Renouncing U.S. citizenship might seem unthinkable, but it’s a necessary choice for some.

Our latest blog series shares the stories of three individuals who took this bold step. Today, we start with Daniel, whose journey from American roots to a Parisian life reveals the complexities behind his decision.

Explore Daniel's story and understand the reasons behind his decision. 👇

Why Would Anyone Ever Renounce Their US Citizenship? Part I | Philip Stein & Associates To most people, the idea sounds crazy. U.S. citizenship is highly coveted, with hundreds of thousands vying for it each year. So why would anyone give it - Philip Stein & Associates - Why Would Anyone Ever Renounce Their US Citizenship? Part I

Are you attending the Living Financially Smarter in Israel Conference today?
Say hello to our Director, Yaacov Jacob!

Planning on making Aliyah this summer? 🌞
This blog is a must-read for you!
https://www.pstein.com/blog/the-top-tip-for-those-making-aliyah-this-summer/
For more tips, tune in to our podcast episode all about aliyah: https://www.pstein.com/blog/episode-127-outlook-on-2024-part-vi-aliyah-dream-to-reality/

Top Aliyah Tips for This Summer | Philip Stein & Associates Learn how to get a tax break for your first year in Israel using shnat histaglut. Apply within 90 days of moving to make your transition easier and save money.

With heavy hearts and strong resolve, we commemorate Yom HaZikaron 2024/5784.

New blog alert! Find out why using a trust is not just for the wealthy but should be considered by many U.S. citizens in Israel at all income levels.

https://www.pstein.com/blog/why-use-a-trust/

Why Use a Trust? | Philip Stein & Associates Discover the advantages of trusts for U.S. citizens in Israel, offering asset protection, tax efficiency, and probate avoidance for effective estate planning.

US citizens making Aliyah to Israel: Pay zero U.S. and Israeli income tax on these 3 home run hits!

3 Home Run Scenarios to Pay Zero Income Tax When Making Aliyah | Philip Stein & Associates In a sea of TikTok tax hacks and too-good-to-be-true promises, finding genuine tax-saving strategies can feel like a wild goose chase. But what if there - Philip Stein & Associates - 3 Home Run Scenarios to Pay Zero Income Tax When Making Aliyah

Wishing all who observe a happy, healthy, and peaceful Passover!
As a reminder, our offices are closed from the 22nd through the 29th.

Q: Our staff enjoyed a delicious lunch to celebrate which of the following?
a. Making it through the April 15th deadline
b. The upcoming Passover holiday 🍷🍷🍷🍷
c. Surviving an extremely tense night of missile and drone attacks
d. All of the above

We definitely live in interesting times.

U.S. citizens in Israel, don't set up a trust without first reading this article! Here are the 5 most common mistakes we frequently see costing tens of thousands 👇

https://www.pstein.com/blog/the-5-most-common-mistakes-for-trusts-involving-u-s-citizens-living-in-israel/

Top 5 Mistakes For Trusts Involving U.S. Citizens in Israel 5 Mistakes for trusts involving U.S. citizens in Israel. Expert tips to navigate tax implications, reporting, trustee selection, documentation, and more.

New episode alert!
Part V of our Outlook on 2024 series features Aaron Katsman, Lighthouse Capital.
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.

Episode 126: Outlook on 2024, Part V- Investment & Capital Markets | Philip Stein & Associates 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 - Philip Stein & Associates - Episode 126: Outlook on 2024, Part V- Investment & Capital Markets

Last week, we shared 10 reasons for the renouncement of US citizenship.
This week, we are sharing the flip side--why *not* renounce.
Read on and decide for yourselves.

10 Reasons Not To Renounce Your U.S. Citizenship Right Now Explore 10 key reasons to reconsider renouncing U.S. citizenship. Get expert guidance on taxes and professional impacts before making your decision.

Thinking about giving up your U.S. citizenship? Our latest blog has 10 reasons why you should join the thousands who already have.

10 Reasons to Renounce U.S. Citizenship ASAP Explore 10 reasons to give up U.S. citizenship, from taxes to global opportunities. Consider this important decision today.

Wishing a Happy Purim to all who celebrate!