Episode # 65 of “Jonathan On Money” just dropped.
This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.
Today, we are pleased to welcome Martin Shenkman, Esq. of Shenkman Law based in New York. He is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications and is the author of over 40 books and approximately 1,500 articles on the subject of estate planning.
Today we discuss:
1) Connely buy sell insurance
2) ESG vs Values based investing
3) Step Transaction doctrine
4) Direct Indexing
5) New Corporate Transparency Act (CTA) developments
You can listen on Apple, Spotify, my website, or wherever you get your podcasts.
Stay connected:
1) Questions? Comments? Reach out to Jonathan@ParkBridgeWealth.com
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn