Episode # 98 of "Jonathan On Money" just dropped!
In this episode we will go IN FOCUS where we cover more advanced wealth planning topics.
We were joined by Kevin Matz, Esq., CPA, LL.M. (Taxation), a Partner, ArentFox Schiff LLP based in New York City. Kevin will be speaking on the “Highlights of the 2025 Heckerling Institute on Estate Planning.”
In this episode, Kevin Matz will summarize many of the highlights of the 2025 Heckerling Institute on Estate Planning as well as some other topics that were hot off the press just a few hours before the recording. If you are an estate planning practitioner, wealth manager, or high-net-worth investor, these topics may be very relevant to your life and I imagine you will get a lot out of this week’s episode.