Trusts for Israeli residents – Obligations to report You have worked all your life and you have created considerable capital – what do you do? Is it right that your children should have to deal with significant capital early in their lives? Or perhaps you would be glad to donate part of the sum? These …
Analysis of a pension insurance portfolio is a significant step in the planning of advice designed to map, analyze and present to the client his insurance and savings requirements in accordance with professional criteria. Analysis of a personal / financial pension portfolio, including: Presenting the status of current plans based on information received from the …
Retirement counseling and preparation for retirement Read More »
The Economic Department of Barsky, Berger & Co. CPA provides mortgage consultation services. The team of experts in the Economic Department examines the options for refinancing an existing mortgage at a better rate of interest, in order to help the client evade the costly interest rates that he is paying, and tailoring a more attractive …
A business plan is an economic plan that should be implemented in preparation for establishing a business, entering a new industry, expanding activity in the business or in preparation for raising credit from banks or funds.During the preparation of the business plan it is necessary to assess the sum of the investments needed, the working …
Supporting businesses to establish/prepare a business plan Read More »
The Economic Department at Barsky, Berger & Co. CPA specializes in submitting credit applications to banks and the various funds, in their customary format for their convenience, and for the benefit of the client. There is a team of experts employed in the Economic Department of Barsky, Berger & Co. CPA who are very familiar …
Raising credit and loans guaranteed by the State Read More »
The Economic Department of Barsky, Berger & Co. CPA provides services in the field of valuations of companies / businesses and/or assets, economic feasibility analysis and more. Valuation, as it is referred to – an assessment and not an accurate calculation – is based inherently on the use of accepted economic formulas. The values taken …
The Business Coaching Program was established and is operated by the Ministry of Industry, Trade and Labor, and serves as an assistive tool in the activities of the Ministry to encourage and promote the small businesses sector in Israel. Within the context of the business coaching program, consultation, guidance and training services are provided to …
