STEP Israel

STEP Israel is part of the London based STEP society – advising families across generations.

STEP is an international professional association with 20,000 members in 95  jurisdictions. STEP serves lawyers, accountants and bankers who are involved in the establishment of trusts, managing estates and related tax planning. STEP Israel is  a nonprofit registered company, providing its members with news and updated information in their particular areas of interest, as well as creating professional and personal contacts.

An annual conference of STEP Israel is held in Tel Aviv. In addition, seminars are organized which focus on specialist topics.

• Mr Meir Linzen  TEP, Branch Chair
• Dr Alon Kaplan  TEP, Branch President
• Mr Nitsan Bar-Ilan  TEP, Branch Vice Chair
• Mr Daniel Paserman  TEP, Branch Secretary
• Mr George Rosenberg  TEP, Branch Committee Member

Presentations

• Expatriation. (PDF 21KB)
• STEP Israel Annual Conference 2018. (PDF 185KB)
• When Push Comes To Shove Avoiding Will and Trust Contests. (PDF 192KB)
• Planning for Non-US Persons Investing in US Situs Assets After US Tax Reform. (PDF 209KB)
• 2017 U.S. Tax Reform. (PDF 216KB)
• Avoiding Will and Trust Contests. (PDF 222KB)
• The US Tax Cuts and Jobs Act of 2017. (PDF 223KB)
• Tax Updates From Around The World the United Kingdom. (PDF 228KB)
• Philanthropic Giving and the HNW Family June 2018. (PDF 244KB)
• Basis Step up Techniques for Gifts to US Persons. (PDF 278KB)
• Competition & Cooperation Amongst Nations. (PDF 297KB)
• Trends and Foundations Recent Court Cases. (PDF 301KB)
• STEP Israel 20th Annual Conference. (PDF 324KB)
• US Individual Income Tax and Transfer Taxes After US Tax Reform. (PDF 460KB)
• Competition and Cooperation Amongst Nations. (PDF 467KB)
• Case Law Update Jersey. (PDF 474KB)
• The International Family Office. (PDF 507KB)
• Tax and Currency Regulation Updates from Russia. (PDF 626KB)
• Philip Baker QC Cooperation and Competition-June 2018. (PDF 635KB)
• Has the UK been Blinded by Transparency. (PDF 663KB)
• Practical Aspects of the Voluntary Disclosure Procedure. (PDF 668KB)
• STEP Israel Annual Conference 2018. (PDF 690KB)
• The Wealth Preservation Challenge. (PDF 744KB)
• Tax Updates from Around the World. (PDF 771KB)
• Non U.S. Trusts with U.S. Beneficiaries. (PDF 778KB)
• Family Office Investing Present and Future. (PDF 783KB)
• MLI. (PDF 897KB)
• The Worldwide Professional Association for Those Advising Familes Across Generations. (PDF 1,230KB)
• Data Protection Under Threat. (PDF 1,341KB)
• Artzi Hiba Elmekiesse Cohen Tax Solutions Ltd. (PDF 1,396KB)
• International Trust & Succession Planning. (PDF 1,647KB)
• Beneficial Ownership. (PDF 1,656KB)
• Review of the South African Tax Environment. (PDF 2,281KB) 
• The Future of Family Offices. (PDF 2,740KB)

Gallery

STEP Israel Resources - Archive

• Introduction to the Taxation System in Israel
• Proposed Taxation of Trusts in Israel
• The Tax Collector's Big Brother
• Israeli Tax Treaties
• Trust Reporting

STEP Israel Resources - Gifts and Inheritances

• Forced heirship in Israel Alon Kaplan, Adv. and Lyat Eyal, Adv.
• A Gift in Israel, Taxation and Exemptions Shai Dover, C.P.A (Isr.)
• Introduction to Succession Law in Israel L. Harris, A. Kaplan, M. Linzen, Z. Tamir
• Israel: Inheritances and Related Taxation Alon Kaplan, Adv. Shai Dover, C.P.A (Isr.)
• Estate Proceedings and Executors In Israel Alon Kaplan, Adv., Lyat Eyal, Adv.

STEP Israel Resources - Taxation

• Participation Exemption in Israel Shai Dover, C.P.A (Isr.)
• Israel 's Tax Benefits for International Activities Alon Kaplan, Adv. Shai Dover, C.P.A (Isr.)
• Israel Country Report Alon Kaplan, Adv. Shai Dover C.P.A(Isr.)
• Tax Benefits for New and Returning Residents Shai Dover, C.P.A(Isr.)
• Living and Working in Israel Shai Dover C.P.A(Isr.)
• Israel's Tax Treaties - An Important Instrument to Encourage Foreign Investments Meir Linzen, Adv. Herzog Fox & Neeman
• Immigration to Israel Ari Rosenberg, Adv. Rosenberg, Keren-Polak & Co.
• Real Estate Investment Trust (REIT) in Israel Dov Weinstein , Dov Weinstein & Co. C.P.A. (Israel)

STEP Israel Resources - Trusts and Taxation

• Trust According to Israel's Land Tax Law Avi Simon Adv. Alan Aronson Adv.
• Gift vs Trust Alon Kaplan, Adv. & Lyat Eyal, Adv.
• Introduction to an Israeli Trust Leon Harris, Alon Kapln, Meir Linzen, Zvi Tamir
• The New Israeli Law for Taxation of Trusts Alon Kaplan, Adv, Shai Dover C.P.A (Isr.)
• A New Star is Born - Israeli Underlying Company Alon Kaplan, Adv. Lyat Eyal, Adv. Shai dover C.P.A(Isr.)
• Guide to the Israeli Taxation of Trusts