THE ISRAEL CPE EXPERIENCE

Four great days of CPE led by nationally known faculty at the beautiful Hilton Tel Aviv!

  • 24 live credit hours over eight 3-hour classes
  • Additional 8 bonus hours of self-study videos included
  • 2 classes each day, leaving you time to enjoy Tel Aviv

Mark your calendar for this very important premium destination conference to understand the changes to the Internal Revenue Code, now that the Tax Cuts and Jobs Act of 2017 (the “Act”) is law. This conference is designed to assist CPAs, EAs and other tax professionals in understanding the important topics that will impact clients in these difficult times. This conference will provide updates on addressing clients' employee benefit and retirement planning objectives. There is an interesting line-up of topics, such as: estate and financial planning issues and techniques for 2018 and beyond; techniques employed in protecting assets; and tax and compliance issues under the Affordable Care Act (ACA). This is a dynamic conference where you will learn when and how to implement, and operate a trust in a client's financial, estate, and/or asset protection plan. That's not all! Get your hands on the planning tools and techniques to meet fringe benefit planning objectives. With this conference, you will gain the necessary knowledge to provide sound tax advice to your clients, and don't forget, you'll also get to enjoy beautiful Tel Aviv!

ALL WORK AND SOME PLAY

Work is important, but all work and no play is never the best option. As the Oscar-winning actress, singer and dancer, Ginger Rogers once said, ‘The only way to enjoy anything in this life is to earn it first'. We bring you a golden opportunity to earn the CPE credits you need in 2018 while enjoying a luxurious vacation. Join taxation expert Arthur Werner, Anthony Rocca and Joseph W. Walloch for a premium destination conference on taxation updates in beautiful Tel Aviv, Israel and earn CPE credits while also taking a much-needed break and exploring the beautiful city.

Tel Aviv

Tel Aviv is a “modern, vibrant and cosmopolitan” city, according to lonelyplanet, and “hedonism is the main religion.” Described as a “Mediterranean ‘Manhattan'” by lonelyplanet, the city has “an air of perpetual revival.” Lonelyplanet enthuses, “All over the city, flowers blossom, new restaurants open, and there's always a party going on somewhere.”

TOP EXPERIENCES IN TEL AVIV

Gordon Beach

According to lonelyplanet, it is the main beach of Tel Aviv, located “south from Hilton Beach.” It is “well equipped with sun loungers, ice cream shops, an outdoor gym and beach restaurants, it's popular with Tel Avivians, tourists and matkot (paddle ball) players. On Saturdays, you'll likely see group folk dancing on the boardwalk. The Gordon Swimming Pool is at the nearby marina.”

Jaffa Flea Market

Jaffa's Old City has a rustic charm to it. As described in lonelyplanet, its much-loved “pishpeshuk or shuk ha-pishpeshim (flea market)” is a must-visit place for various enthusiasts like artisans, antiques and vintage lovers, fashionistas etc.

Park Hayarkon

Park Hayarkon is probably one of the most beautiful parks in Tel Aviv. You can enjoy various activities like jogging, skating, cycling, or having a picnic here. It is “also home to the Meymadion Water Park,” according to lonelyplanet, “and the venue for most of Israel's biggest music events, hosting Radiohead and The Rolling Stones and more in recent years, as well as the annual open-air Opera in the Park.”

Tel Aviv Museum of Art

The Tel Aviv Museum of Art comprises of various collection of contemporary and classical Israeli art. It also is a home to Israeli architecture archive and has a separate area for visual arts and photography. According to lonelyplanet, it has a “superb collection of impressionist and post-impressionist art on the 1st floor of the main building, which includes works by Renoir, Gauguin, Degas, Pissarro, Monet, Picasso, Cézanne, Van Gogh, Vuillard, Matisse, Soutine and Chagall.”

CONFERENCE SCHEDULE

The live portion of this program will consist of eight 3-hour classes; two classes will be presented each day. The first class each day will start at 7:30 AM and will end at 10:15 AM. The second class each day will start at 10:30 AM and will end at 1:15 PM. There will be a 15-minute midway break for each class.

There will be an Israeli breakfast provided each day starting at 7:00 AM. Refreshments will be served throughout the day.

Monday, April 30, 2018
Class 1
Mid-Year Tax Update (Part 1)
Session Highlights:
  • Review of essential IRC Sections
  • Review of new legislation
  • New credits, deductions and tax relief for 2018
  • Read more
  • Alternatives for required minimum distributions in 2018,
  • Read less
Class 2
Mid-Year Tax Update (Part 2)
Session Highlights:
  • Review of essential IRC Sections
  • Review of new legislation
  • Schedule C and Schedule F issues
  • Read more
  • Schedule E Issues
  • Read less
Tuesday, May 1, 2018
Class 1
Retirement Planning Strategies for 2018
Session Highlights:
  • How to design the right pension plan for a business client
  • Advantages and disadvantages of a defined contribution plan
  • Advantages and disadvantages of a defined benefit pension plan
  • Read more
  • Distribution and rollover rules of an IRA and Roth IRA; advantages and disadvantages of simple IRAs
  • Read less
Class 2
Trust Technique Issues for 2018
Session Highlights:
  • The role of the trustee and how to avoid problems
  • How to use trusts to avoid probate
  • How revocable living trusts are affected by income, gift, and estate taxes
  • Read more
  • How an irrevocable trust can be the center of an estate plan
  • Read less
Wednesday, May 2, 2018
Class 1
Tax Planning Under the American Health Care Act
Session Highlights:
  • A timeline of the Affordable Care Act (2010 – 2020)
  • New health care legislation that will exist at the time of the class
  • Understanding the issues regarding the 0.9% Medicare "High Income Tax"
  • Read more
  • Understanding the issues of the Medicare 3.8% "Net Investment Income Tax"
  • Read less
Class 2
Fringe Benefit Planning for 2018
Session Highlights:
  • An overview of the fringe benefit planning process
  • Understanding the needs of the business owner
  • Understanding the needs of the employees
  • Read more
  • Options under IRC §132 fringe benefit plans
  • Read less
Thursday, May 3, 2018
Class 1
Estate and Financial Planning Strategies for 2018 and Beyond
Session Highlights:
  • A total understanding of new legislation
  • A total understanding of the Supreme Court rulings regarding same-sex marriage
  • Estate tax issues and planning techniques
  • Read more
  • Integrated financial planning techniques
  • Read less
Class 2
Asset Protection Strategies
Session Highlights:
  • Introduction to asset protection planning
  • Non-grantor irrevocable trusts
  • Domestic asset protection trusts
  • Read more
  • Foreign trusts
  • Read less

ACCOMMODATION

Hilton Tel Aviv, “located in the beautiful Independence Park, has direct access to the Hilton Public Beach and the Tel Aviv Promenade. Each of our 363 guest rooms features a private balcony, a stunning sea view and an elegant marble bathroom.”

Other Attractions Near The Hilton Tel Aviv Include:

Tel Aviv Port Old Jaffa
Habima Theater Mann Auditorium
Opera Music Center

TRAVEL DESK

Make your own travel arrangements or use our concierge travel agent at Gil Tours Travel who can assist you. Use this link to explore some of the options Gil Tours can provide, including hotel arrangements and vacation tours.

http://www.cvent.com/d/xtqnr1
Susan Blum - Israel Department Manager | susanb@giltravel.com
800-223-3855 ext. 238 | www.giltravel.com

I'm EXCITED! Let's get going

Conference Registration Fee $1499

 

NEED HELP?
Our training advisors will be happy to help you! Just tell us a convenient date and time and we'll get in touch!

FREQUENTLY ASKED QUESTIONS


Everything You Need to Know before Visiting ISRAEL

 

Isn’t Israel a long way away?
Not nearly as far as you may think: just 10 hours from New York (it’s quicker to fly from New York to Israel than from New York to Hawaii!), or 14 hours from Los Angeles. There are about ten nonstop flights a day from North America to Israel, on Air Canada, American Airlines/US Airways, Delta, El Al Israel Airlines and United. Plus you can connect to Israel through dozens of European cities.


What documents do I need to travel to Israel?
For U.S. and Canadian citizens, all you need is a passport that’s valid at least six months longer than your date of arrival in Israel. (For stays up to three months, you don’t need a visa.) If you’re not a U.S. or Canadian citizen, the same conditions apply to citizens of most western countries, but just to be sure: click here.

 
Is it safe to travel to Israel?
We wouldn’t urge you to come if it wasn’t. Every year between 3 and 4 million tourists vacation in Israel – and apart from those who fall in love with an Israeli – or with Israel – they all go home again safe and sound. The planes of 90+ airlines wouldn’t fly to Israel if it weren’t safe. 

 

I hear there is a security interview before my flight…
If you are flying EL AL Israel Airlines (or from Europe on Arkia Israel Airlines or Israir), please know that the security precautions taken by Israeli airlines are the stuff of legend and the envy of the world’s airlines. On check-in for your flights you will be asked a variety of questions during a security interview. Some of the questions may seem un-PC, intrusive, irrelevant or repetitive. Just answer truthfully, go with the flow and don’t lose your cool. Remember, the questions are designed to protect you and your fellow passengers. When you leave Israel, the departure process is identical to that outlined above for all airlines.  

 

Can I combine my visit to Israel with Jordan and/or Egypt?
Absolutely. There are regular flights between Tel Aviv and Cairo and Tel Aviv and Amman. Or you can go overland: crossing between Israel to Egypt at Eilat/Taba, or between Israel and  Jordan at the Eilat or the Sheikh Hussein Bridge south of the Sea of Galilee. You will need a visa for Jordan and Egypt, but U.S. and Canadian citizens can obtain these at the frontier crossing. Citizens of other countries should check with their local Egyptian and Jordanian consulates for visa requirements.

 

What if I want to visit another Arab country?
Go ahead. Like many European countries, Israel no longer stamps visitors’ passports, so your passport does not indicate that you were here.

 

Can I visit the Palestinian Authority?
Visiting Bethlehem is perfectly simple, and thousands of visitors to Israel do it every day. You can either take a tour (check with your hotel concierge) or take a cab to the Jerusalem/Bethlehem crossing and take a Palestinian cab into Bethlehem. 

 

What about health, medicines, vaccinations?
Israel is an ultra-modern country with the world’s highest number of doctors per capita, and a health and hospital system that is the envy of the world. No vaccinations are required to visit Israel (unless you have recently been in an area where there have been epidemics of yellow fever, cholera or ebola). You can buy most standard over-the-counter equivalent of North American drugs in Israel. You can also bring supplies of your standard prescription drugs with you. (If you need to bring syringes and vials of medicine – bring along a letter from your doctor attesting to your needs, just in case.) If you need to see a doctor in Israel, check with your hotel concierge. Travel insurance (including medical coverage) is always recommended for all foreign travel.)


What to wear?
Like almost everywhere in the world, casual is the "rule" for everyday sightseeing.  Bring good walking shoes or sneakers and "layers." Israelis (especially women) like to be “elegant casual” on evenings in Tel Aviv and Jerusalem.  Some religious shrines require modest dress (arms and legs covered, and, occasionally, no pants for women). Don't forget your swimsuit and, for the Dead Sea, plastic shoes or aqausox.

 

What about money?
The Israeli currency is the Shekel (officially “New Israeli Shekel”), worth around 30 cents. Click here for the current conversion rate. On arrival in Israel, it’s a good idea to use your bank-card to withdraw some Shekels from the ATM in the arrival-halls at Ben Gurion - or change small amounts of dollars/or travelers’ checks at a bank or your hotel. There are ATM machines all over Israel and credit cards are widely accepted.

 

Electricity
Almost all hotel rooms are equipped with hairdryers, and all have shaver sockets.  For other appliances, Israel's electricity is 220V A/C, single phase 50-cycles; 110V-220V transformers can be used.  Israeli outlets have three prongs, but European two-prong adapters usually work. If you don’t have an adapter that seems to work, call the hotel’s front desk or visit a hardware store.

 

Keeping in touch
Most hotels have free wi-fi in the lobby, and some hotels provide it free in the room. Many hotels also have Business Centers where you can access e-mail and the internet without charge. American cell-phones that work overseas will work in Israel too. Israel is 6 or 7 hours ahead of the East Coast of the USA depending on the season.

 

Temperatures
Temperatures can vary widely so just pack for the "right" weather and you'll be fine.  Seasons overlap of course, but general guidelines are:
 
SUMMER (Jun/Jul/Aug/early Sep):  Temperatures in the high 80º's, 90º's.  Tel Aviv, and Tiberias will be hot and humid (like New York or Miami).  Jerusalem is dryer and cooler, particularly at night.  Masada and Eilat are extremely hot (110º+!)...but dry.  There won't be a drop of rain.
 
SHOULDERS (late Mar/Apr/May/late Sep/Oct/Nov):  Daytime temperatures will be very pleasant: 75º-ish in most of the country (but hotter at the Red and Dead Seas). Jerusalem will be in the 70º's, 50º's in the evening.  There'll be some rain - nothing torrential.
 
WINTER (Dec/Jan/Feb/early Mar):  Winter weather can fluctuate.  Some winters are mild and sunny, some severe and overcast. There's often heavy rain and, in January and February, even snow sometimes. It'll probably be in the 50º's, 60º's most places, but in Jerusalem and the Galilee in the forties, and cold at night.


Getting around
BUS: Israel has one of the world’s best and most inexpensive bus systems, with almost every city, town, village and settlement connected to the system. Click here for schedules and prices.
 
TRAIN: High speed trains link Ben Gurion Airport with Tel Aviv, Jerusalem and Haifa, and there are fast and, efficient and inexpensive train service throughout much of the country.  Rail travel is inexpensive and very easy to navigate. Click for full information.
 
FLIGHTS: Tel Aviv and Eilat are connected by multiple flights daily aboard Arkia, El Al and Israir, and there are also flights to Haifa and the Galilee.
 
TAXIS: There are taxis available in the cities, and taxi drivers are also happy to take you between cities. Check the price before you start your journey.
 
SHARED TAXIS: Shared taxis or “Sherut” are very popular. There are “Sherut” stations throughout the cities. Ask at your hotel for the nearest Sherut stand.
 
CAR RENTAL: Most international car rental groups have offices in Israel – and there are excellent Israeli car rental firms too. Your American or Canadian drivers’ license is valid in Israel.


Source: https://new.goisrael.com/faq