Philip Stein and Associates

25/05/2026

We have just finished celebrating Shavuot, the festival that, for those of us living in Israel, marks the wheat harvest. It is one of the most beautiful and ancient rhythms of the land: the rains of winter, the patient growth of spring, and at last the gathering of the grain when the season is just right.

We are borrowing that image of the harvest, because another kind of harvest is happening right now, far from the wheat fields of the Galilee, but no less timely.

On Wall Street, it is called tax-loss harvesting, and it has quietly become one of the most talked-about strategies in the investing world. With both the American and the Israeli markets coming off a remarkable run, it is a conversation worth having.

Find out all about it in our latest blog--link in Comments.

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19/05/2026

A new federal court ruling on disaster-related tax extensions has important, if quiet, implications for Americans who relied on the post-October 7th relief.
Check out our new blog by using the link in the Comments.

13/05/2026

We are proud to be long-time sponsors of Comedy For Koby, benefiting The Koby Mandell Foundation. Get your tickets now to their upcoming shows!

11/05/2026

𝐈𝐬𝐫𝐚𝐞𝐥'𝐬 𝐍𝐞𝐰 𝐓𝐚𝐱 𝐄𝐱𝐞𝐦𝐩𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐍𝐞𝐰 𝐑𝐞𝐬𝐢𝐝𝐞𝐧𝐭𝐬!
Get a sneak peek into our episode covering Israel's groundbreaking tax exemption for new residents. This limited-time offer could transform the financial future of new Olim and Toshavim Chozrim. Watch the full episode with Philip Stein and Yair Benjamini to uncover all the details and maximize your benefits! Link in comments.

26/04/2026

We're back with a new episode of People, Stories, and Accounting featuring special guest, Yair Benjamini!

Recently, Israel introduced a window for newcomers and returning residents that could make your move not only emotionally but also financially compelling. From November 2025 to December 2026, if you establish residency during this short period, you might pay 0% tax on your Israeli income for up to five years.

This includes salaries, professional fees, and even work for Israeli companies, regardless of where the work originates. It’s a game-changer—potentially allowing you to earn more net income here than abroad, especially with the shekel's current state.

These benefits are available only if you act fast and plan carefully!

Listen to the full conversation: https://www.youtube.com/watch?v=KAYcdcFQaqc

22/04/2026

78 years young and over 3,000 years old.
Happy Yom HaAtzmaut, Israel!

21/04/2026

Sadly, the total number of the fallen has risen by 170 since last year. May their memories be a blessing.

16/04/2026

With this week's dramatic rise of the shekel vs. the dollar, we are bringing back our most recent blog on the topic.
https://www.pstein.com/blog/why-u-s-salary-took-pay-cut-after-aliyah/

12/04/2026

There’s one question that comes up almost every single time we post about PFICs.

“What if I just buy and sell within the same year?”

Our latest blog explores the complexities of that strategy. You can find the link in the Comments.

31/03/2026