With more than 20 years experience, Chaim is a frequent speaker at Aliyah fairs organized by the Jewish Agency and Nefesh b’Nefesh and a columnist for tax issues relating to Aliyah. Chaim was born in Israel and raised in Toronto, Canada. He has an Honours B.A. from York University as well as an M.B.A. from the Schulich School of Business at York University, Toronto. In addition, he holds the TEP and the CLU designations which are earned by the most experienced wealth transfer and estate planning specialists. He sits on several boards of directors, including Local Hits Media Ltd., Canadian Friends of Beit Halochem and Tehilla Israel. Today, he lives in Ra’anana, Israel, where he continues to be active in a variety of community and social causes.
(*Full STEP members are the most experienced and senior practitioners in the field of trusts and estates. www.step.org/about)
(**The CLU is Canada’s premier wealth transfer and estate planning designation. www.cluinstitute.ca)
Leor advises international and domestic corporate clients on a broad range of tax issues, including tax planning and tax structuring of local and cross-border mergers and acquisitions, reorganizations and restructurings, joint ventures, project financing, real estate transactions, venture capital funds, investments (including investment incentives and benefits programs for investors), transfer pricing issues, public offerings and private placements. He represents clients before the Israeli tax authorities to obtain pre-rulings and in assessment proceedings before Israeli authorities and courts. He also advises on indirect taxation (value-added tax, customs duties, import tax) and employment taxation, including social security and health care duties, and employment compensation taxation, including stock option plans and other employee benefits. Leor also provides legal counsel to high net-worth individuals and families on individual taxation, including estate tax planning, family trusts and investments, and international taxation. Leor has been recognised as an expert in Israel in the field of taxation by European Legal Experts and Chambers Global Guide, which noted that “he reads all the details, understands everything and makes things happen quickly and efficiently.”
Robert Naimark is an American and Israeli CPA. Born and raised in New York City, he is a graduate of Yeshiva University High School and City College of N.Y. He graduated with a degree in accounting and proceeded to work for a variety of CPA firms in The City. After making Aliyah with his family in 1979, Robert worked for Kesselman and Kesselman/Price Waterhouse and then became the controller of a subsidiary company of The First International Bank of Israel.
For the past 25 years Robert has been the financial manager of a large medical import company. He has extensive experience preparing American individual and corporate tax returns and FBAR compliance reports for the U.S. treasury, including the now obligatory electronic filing that is mandatory when submitting these documents. He also has experience requesting amnesty for those U.S. citizens who have not previously submitted these reports in a timely fashion.
He is a member of the American Institute of Certified Public Accountants.
Moshe (Mark) Feldman of Rimon P.C. has a strategic relationship with HCCI. With more than twenty years of experience in tax law, counseling individuals and corporations on domestic and foreign tax issues, he is an expert in the Offshore Voluntary Disclosure Program, the Streamlined Program, and in FBAR issues. He is also experienced with IRS audits, and has practical solutions to many problem faced by U.S. taxpayers resident in Israel. Moshe is a 1992 graduate of Harvard Law School.