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.