Broker Check

2023 ParkBridge Wealth Planning webinars recap

December 27, 2023

ParkBridge Wealth Managementwas fortunate to host 19 wealth planning webinars in 2023.

Thank you to all our esteemed presenters this year!

If you would like to be NOTIFIED of our upcoming LIVE webinars, you can sign up here:ParkBridge webinar distribution list (THESE PROGRAMS ARE OPEN TO ALL!)


2023 Webinars:
12/14/2023: “Selecting an Asset Protection Plan – Strategies and Pitfalls” featuringK. Eli Akhavan, Esq., LLM. fromGrant, Herrmann, Schwartz & Klinger LLP
11/30/2023: “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Before Year-End” featuringJonathan I. Shenkman, AIF®from ParkBridge Wealth Management
11/9/2023: “Moving to Israel: Top Financial Planning Considerations” featuringBoaz Feinbergfrom Arnon Tadmor – Levy
10/26/2023: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featuring Bernadette Kasnicki, Esq. andAvi Sinensky, Esq. fromRivkin Radler LLPandMichael Richmondfrom The DAK Group
10/12/2023: “Taxation of Supplemental Needs Trusts” featuringAmy C. O'Hara, Esq., CELA® fromLittman Krooks LLP
9/28/2023: “Planning Under SECURE 2.0 and the Proposed Regulations” featuringBruce Steiner, Esq. LL.M fromKleinberg, Kaplan, Wolff & Cohen, P.C.
9/12/2023: “A Practical Guide on the Lifecycle of Planning for Art Collections” featuringSherri North Cohen, Esq. fromSotheby's
6/22/2023: “Using Tax Insurance to Achieve Tax Certainty in Estate Planning and Wealth Management” featuringDaniel Berger, Esq. fromLocktonCompanies andMichael Saitta, Esq. fromBerkshire Hathaway
6/8/2023: “Ten Timeless Investing Principles and How They Apply in Today’s Market” featuringJonathan I. Shenkman, AIF®from ParkBridge Wealth
5/25/2023:” Private Foundations: The 5 deadly sins (or excises taxes)” featuringAndrew S. Katzenberg, Esq., LL.M. fromArentFox SchiffLLP
5/11/2023: “U.S. beneficiaries of Canadian estates” featuringBeatriz Davila, M.Sc., CPA (QC), CPA (IL), TEPandSergei Titorenko, LL.B, JD, LLM. fromMNP
5/4/2023: “Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuringK. Eli Akhavan, Esq. LLM., from Grant, Herrmann, Schwartz & Klinger,Lawrence LipoffLipoff, CPA from CohnReznik, andMichael Wildes, Esq. fromWildes & Weinberg, P.C.
4/18/2023: “State Tax Audits Preparing for the Inevitable” featuringScott ClarkEsq., CPA, LLM. FromDay Pitney LLP
3/2/2023: “Financial Planning For Orthodox Jewish Families: There Is Nothing Average About a Frum Lifestyle” featuring Jonathan I. Shenkman, AIF® from ParkBridge Wealth
2/16/2023: “Taxation of Cryptocurrency, NFTs, and Decentralized Finance” featuringMatthew E. Rappaport, Esq., LL.M.fromFalcon Rappaport & Berkman LLP
1/17/2023: “Appreciated Real Estate: Opportunities For Advisors” featuring Connor Barth fromSterling Foundation Management, LLC
1/3/2023: “Elder Care Planning and Estate Tax Planning Where Medicaid and Estate Planning Meet and Diverge”featuringElizabeth Forspan, Esq. fromForspan Klear LLP