Moving to Israel is complicated as it is, your experience with the healthcare system here doesn’t have to be. I am excited to introduce you to Ayala Laub Waltuch, Director of The Shira Pransky Project. The Shira Pransky Project helps thousands of new and veteran Olim navigate the Israeli healthcare system with information and direct advocacy for rights, services, and support. I hope you enjoy this informative conversation and that it helps you on your Aliyah journey.
Whether you are a brand new Oleh or have been here for years, we can all benefit from a great business network. Networking pro Helena Baker of English Speaking Networking joins me on the show this week to share her advice for those looking to start a business in Israel and how to make the most out of your networking opportunities.
This week we are discussing the ins and outs of transferring money to Israel with our guest Daniel Eisenberg of Isratransfer. What do you need to know to arrange a large international money transfer? What are the advantages of using a service outside of the bank to arrange the transfer? We answer it all on this week’s show.
At the end of the day, the most important thing to keep in mind when it comes to your investments is to know why you’re investing. Listen in to today’s talk all about getting your investments on the right track.
Today we are talking with mortgage expert Moises Zack about all things mortgages: from why you need a mortgage broker in Israel to refinancing. With the influx of aliyah applicants this year, this is a conversation you do not want to miss.
A conversation originally broadcasted on Facebook Live on the subject of elder fraud and investment schemes. Mirit Hoffman invited both myself and Alex Gaft to hear our take on the subject.
Today I’m speaking about Aliyah, or rather immigration to Israel. Even though Corona has put a damper on the actual number of people moving to Israel, the interest and applications coming through to make the Aliyah have multiplied dramatically over the past year. Practically speaking, what do you need to know financially before you make the big move?
There are true hardships that people are going through right now, there is no denying that. But if we remove the mask to reveal the true story behind our finances, we can discover the true issue is prioritization. It’s time to take off the mask and make sure your priorities and your long-term financial plan are in place.
For all of you Hebrew speakers in my audience, listen in on this interesting conversation I had last night with Mirit Hoffman and Alex Gaft about online safety and fraud prevention.
Today we are talking about a big issue that not only impacts American Olim living in Israel, but all Americans living abroad. Do you invest locally? If so you should be careful as you may be investing in a PFIC. What is a PFIC and what are the tax ramifications for investing in them? Also, make sure to watch this whole episode of The Aaron Katsman Show for our expert recommendations and best practices when it comes to investing as an expat.
Getting rich quick is not a realistic goal. I believe that it is important to reinforce this concept, especially in light of the attention GameStop has been getting. The best way to get rich is to save, research the investments that are good for you, and invest.
No matter what is going on in the world or on the news I am here to remind you that ultimately you are the one that can be held responsible for your finances. Let me tell you what you can do about it.
Joshua made Aliyah to Israel in 2009, from South Africa. He noticed the extremely important value that everyone should have a portion of their wealth in physical gold, especially after the 2008 financial crisis and came to understand that in Israel it is impossible to own physical gold in Israel for investment because there is 17% VAT taxes on Gold and Silver, as well as 25% Capital Gains. Between 2012 – 2015 they fought with the Tax Authorities in Israel to recognize gold as a financial asset and came to a mutual agreement that gold is a “financial product”, and were given permission to sell Gold and Silver for investment under the laws of Eilat trade free zone… tax-free. So during 2015 he quit his job and moved to Eilat and opened iGold. Until today they offer private investors access to physical gold and silver bullion for investment tax-free (so Israel is now on the same level as the rest of the world). Investors and private individuals can own gold and silver, real money, real wealth.
To contact Joshua or iGold: joshua@igold.co.il
Tel: 1-700-707-118
Cell: 058-66-777-45
Fax: 077-470-3460
To my friends out there who are panicking as they see the value of the dollar plummeting, fear not. Listen to my advice on how to combat currency fluctuations.
How to transfer your U.S. brokerage account
Transferring your US brokerage account to another US brokerage is much less complicated than most people realize. Trust me, you do not want to listen to your friend’s advice on this. Let me know if you have any questions by leaving a comment below.
Two critical estate planning tips for smooth inheritance: Interview with Osher Felicia Seaton
Felicia M. Seaton, Esquire has been practicing U.S. Estate Planning Law and Probate since 1996.
Ms. Seaton founded her U.S. estate planning firm in Israel in August, 2007. She practices U.S.-International estate planning and individual tax, U.S. probate and estate administration and tax and renunciation of U.S. citizenship (and relinquishment of U.S. green cards).
Ms. Seaton is a graduate of the Case Western Reserve University School of Law, Cleveland, Ohio, Bar”‘Ilan University cum laude and Gymnasia Rechavia, as well as a veteran of the Nachal Unit of the IDF.
Ms. Seaton maintains her law licenses in the states of Delaware and Ohio, as well as in several Federal jurisdictions. Ms. Seaton is registered as a foreign lawyer with the Israeli Bar Association.
You can learn more or reach Ms. Seaton at:
www.ofm-law.com
Email: ofm@ofm-law.com
Phone: +972 52-618-2582
or in the U.S at: 302-892-3336
Understanding Israeli “enduring power of attorney” and trusts: Interview with Andrew Treitel
Andrew Treitel is a veteran attorney with more than 20 years’ experience. He specializes in Inheritance, Trusts & Estates and Elder Law. Admitted to the Bar in New York and in Israel, and having lived and worked in both the U.S. and Israel, Andrew is familiar with the cultural and business norms in Israel and abroad.
Having many years of corporate law and general counsel experience, Andrew brings a broad view of the individual client’s needs and enables the client to consider other elements of the matter being handled.
You can learn more or reach Andrew at:
www.treitel-law.com / andrew@treitel-law.com / 03-629-4601 / 1-917-724-2150
Estate planning for dual US-Israeli citizens: An interview with attorney Mirit Hoffman
Dual US – Israeli citizens always have questions about how to estate plan. This week I interview attorney and estate planner Mirit Hoffman, an expert on US and Israeli taxation, who advises clients on the most tax efficient ways to set up their estate. With a background in US and Israeli taxation, Mirit advises clients on a range of alternative tax-efficient investment vehicles. Her holistic approach allows her to take into account jurisdictional requirements, as well as the specific and often complex needs of each client.
Connect with Mirit: Email: mirit@lawmirit.com
Website: www.lawmirit.com
Tel: +972-52-240-7999
Israel-UAE Peace deal: Economic benefits, Interview with Dr. Nagel
Dr. Raphael Nagel, investor, lobbyist and philanthropist, consultant, and now Chairman of The Abrahamic Business Circle joins me to discuss the new Peace Agreement between the UAE and Israel, its ramifications for Israel – and for investment opportunities.
You can reach contact Dr. Nagel at www.theabrahamicbusinesscircle.com / contact@theabrahamicbusinesscircle.com
Investment risk: What’s your risk profile?
This week, my show is just a heart to heart. You and I, getting real about your money. Let’s talk about taking risks in your investment approach, your investment profile, and how to make sure that short-term memory doesn’t skew your choices and keep you from realizing your goals.
How to start a business in Jerusalem: Interview with Yakov Gaon, CEO of MATI.
Yakov Gaon, the new CEO of MATI Jerusalem Business Development Center, has dedicated himself to innovation, international strategic partnerships, and community enhancement for more than 20 years. As a father of four, looking toward the success of the next generation, he envisions a contemporary, culturally-diverse, prosperous Jerusalem, and is already disseminating programs to position the city as a hub of thriving entrepreneurship. Toward this end, Yakov has held a number of senior management positions in both business development and technology for IBM, Applied Materials, Hewlett-Packard and Ritalix, and most recently, served as Senior Vice President for Resource Development at Ariel University. Yakov earned his MBA from the Hebrew University of Jerusalem and looks forward to this new challenge as he turns his visions for Jerusalem into a new, flourishing reality.
US Citizen Abroad: You CAN still have a US Brokerage Account.
American’s abroad: Should you give up your Citizenship?
Interview with John Richardson.
John Richardson is a Toronto, Canada based lawyer who specializes in assisting US citizens and Green Card holders – who live outside the United States – navigate the issues caused by their US citizenship or US permanent residency. This includes financial planning, how to carry on a business, the tax reality of being a US citizen abroad, and ultimately expatriation planning. In a FATCA and FBAR world, US citizenship abroad comes with special responsibilities.
Mesila is an international organization dedicated to strengthening financial stability in Jewish communities around the world.
I was happy to offer my tips and advice as a part of their online interview series.
For more information, to find out how Mesila can help you, or to donate to this important cause, Visit https://www.mesila.org Donate to Mesila: https://www.mesila.org/donate/
My interview with Joseph Gitler, the Founder & Chairman of Leket Israel.
In 2003, he founded Leket Israel –The National Food Bank (formerly Table to Table) as a one-man volunteer operation to respond to the paradox of growing hunger and poverty in Israel on the one hand and significant food waste on the other.
Today, Leket Israel, the country’s only food rescue organization, works tirelessly to lead the safe, effective, and efficient collection and distribution of surplus nutritious food in Israel to those in need. Leket Israel distributes over 40 million pounds of produce and perishable goods to Israel’s socio-economic periphery through its partnerships with 200 non-profit organizations, reaching more than 175,000 people in need each week.
Today I will be discussing investing in Israel Canna-tech Innovations with Yona Cymerman, Co-Founder and COO of Can Innovations – The largest hub of canna-tech innovation in Israel.
Can Innovations, are the official cannabis consultants to international Venture Capitals. They work on a daily basis to bring Israeli cannabis innovations to the global market.
Did you receive an inheritance?
Don’t take advice from well meaning friends…
Jewish and Christian Collab in the Holy Land.
Interview with Jonathan Feldstein, President of Genesis 123.
Jonathan Feldstein is a veteran non-profit executive whose career has spanned three decades representing several major organizations whose common denominator is supporting diverse important projects in Israel.
Jerusalem as an Economic Power.
An interview with the Deputy Mayor of Jerusalem, Fleur Hassan-Nahoum.
Join me as Fleur speaks about the capital’s economic development, recent accomplishments, and her ongoing efforts to turn Jerusalem into an economic power.
Making Aliyah to Jerusalem?
Learn how with Yisrael Cohn, Jerusalem Municipality Aliyah & Absorption Department.
Following 20 years working in Education, Yisrael now works for the Jerusalem Municipality Aliyah and Absorption Department, assisting English speaking Olim from around the world settle in Jerusalem.
A Diversified Charity Portfolio for $1 a Day.
An interview with Dr. Jonathan Donath, the director of Dailygiving.org.
Daily Giving was established in 2019. Its mission is to enable every Jew to easily perform the mitzvah of tzedaka every single day and to disperse those funds to deserving Jewish non-profit organizations around the world on a daily basis. Daily Giving takes nothing and is run 100% by volunteers.
Bridging the Israeli-Diaspora Divide
Interview with JJ Sussman Director of Gesher.
Gesher is recognized as the leader in creating and facilitating respectful and effective dialogue between the religious, secular, and Haredi sectors in Israeli society.
Prior to joining Gesher, JJ worked in the Israeli hi-tech sector. JJ was born and raised in New York and made Aliyah 25 years ago.
Couples Therapy – Learning to Talk About Money
Interview with Rifka Leibowitz
Rifka Lebowitz is a personal and business financial consultant, speaker, and Author of Smarter Israeli Banking. She spent a decade in the Israeli investment and banking industry, 11 years ago she went out on her own to pursue her dream: helping business owners, individuals, and couples to be smarter about – and with – their money.
Teaching Young Adults to be Smarter with Money
Interview with Mindy Ajzner, founder and CEO of Chaim BePlus.
Chaim BePlus is a nation-wide non-profit organization that gives courses in financial education to high school and post-high school students. Chaim BePlus impacts young people in all sectors, including Charedim, Arab, and Bedouin, giving them tools for financial independence. Mindy was a debt counselor for several years and is passionate about preventing debt and poverty.
Can Israeli Ingenuity Help Cure Covid-19?
How is Israel contributing to the cure of Coronavirus? On today’s Facebook Live I discussed Israel’s ingenuity and some exciting advancements that are happening in our country.
