Broker Check

Episode 40 of the "Jonathan On Money" podcast just dropped!

January 26, 2024

Episode 40 of the "Jonathan On Money" podcast just dropped!

This week, joinJonathan I. Shenkman, AIF®, President & CIO ofParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week we will discuss “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset" featuringJay ScharfEsq., LL.M, Partner, McDermott Will & Emery LLP andJohn KielyEsq. LLM, Counsel,McDermott Will & Emery.

Today’s show will provide an overview of the federal estate, gift and generation-skipping transfer tax system and timely strategies to maximize the use of the exemptions. It will also discuss the current federal transfer tax landscape and legislative proposals, as well as cover important planning opportunities and reporting requirements that advisors to high-net-worth individuals and families must take into account.

You can check it out on Apple Podcasts, Spotify, my website ( OR wherever you get your podcasts.

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