Managing Taxes and Wealth in difficult times

Managing Taxes and Wealth in difficult times

Managing Taxes and Wealth in difficult times

The AACI and the Financial Resource Network

invite you to a ZOOM seminar critical to every Oleh’s long-term peace of mind:

  • How the friendly (!!) Israeli Tax system works and what is expected of Olim.
  • What you need to do after your first 10 years as an Oleh.
  • Some major changes/issues this year for taxpayers living in Israel.
  • What to do if you are behind in reporting?
  • How to determine what is best to keep abroad and what to keep in Israel.
  • How to create flexible banking and investment accounts that quickly adapt to changing conditions.
  • What kind of economic and investment environment to expect during 2021.
  • Understanding and dealing with DTTs, CRS, FATCA, FinCen, FBAR, WEP,
    PFIC and IGAs — that affect our lives.

Featuring:
Mark van Gelderen, FiRN Financial Advisor.
Yitzchak Hutner, Investment Associate with Capital Markets IQ.
Aron Epstein, CPA (Israel & USA) Tax preparation and Compliance expert.
Jeff Eckstein, one of North America’s leading Portfolio Managers.


Date

Sunday, January 31 2021

Time

7:00 pm
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