Monday, June 27, 2011

AACI and Financial Resource Network to conduct 2 seminars for Canadian olim in July in Tel Aviv and Jerusalem

 AACI and Financial Resource Network to conduct 2 seminars for Canadian olim in July in Tel Aviv and Jerusalem
The  AACI and the  Financial Resource

Network invite you to a seminar critical to

every Canadian Oleh’s financial well-being:

A Legal, Tax and Financial review

for Canadian Olim.



  - The basics every Canadian in Israel needs to know regarding Legal, Tax
  and Financial issues.
  -  Review of the Israel - Canada Tax Treaty and how it works in specific
  situations.
  -  Why ‘residency’ is such a critical issue for Canadian Olim, and its
  implications.
  -  How to optimize Oleh tax benefits, investments and business
  activities.
  -  Canadian Pensions and other benefits for Expats in Israel.
  -  Telecommuting - working from home for a foreign firm.
  -  Significant differences in the laws concerning Powers of Attorney,
  Health Directives,
  - Wills and related issues between the two countries.
  -  Citizenship issues for Canadians and their children.
  -  Will your inheritance be double taxed?
  -  The role of Trusts and other onshore and offshore vehicles for tax
  reduction and estate planning purposes.
  -  Where to keep wealth, banking, asset custodians; investments that are
  better and those to avoid.

With Mark van Gelderen and the Financial Resource Network staff, Financial
Planners.  Special guest

speaker, Jerome Pollock (FCA) Canada & CPA (Israel).


TA: Thursday, July 7, 7:00 pm

Where: AACI Tel Aviv

94 Allenby, (between Grusenberg and

Montefiore), Entrance "Aleph",

(Mezzanine floor).

Jlm: Monday, July 18, 7:00 pm

Where: AACI Jerusalem – Dr. Max &

Gianna Glassman Family Center, Pierre

Koenig 37, corner of Poalei Tzedek 2,

4th floor, opposite Hadar Mall, Talpiot


Registration is recommended.   Contact Shmuel to register or to set up
meeting times, 02 580 7013, info@isrenet.com

Cost: AACI members NIS 25.  Non-members NIS 30


The speakers will be available before the class, by appointment only, for
free, individual, no obligation consultations on money management,
investments, real estate, taxes, wills & trusts, etc.


The Financial Resource Network has been offering educational seminars

and personal financial consulting at the AACI since 1992.

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