Broker Check

Watch my recent webinar on “The Latest and Greatest in Aggressive Tax Strategies.”

April 18, 2024

I enjoyed kicking off the ParkBridge Wealth Management Spring webinar series this morning on the topic “The Latest and Greatest in Aggressive Tax Strategies.”

Thank you to guest presenter Matthew E. Rappaport, Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman LLP.


This program was given to a national audience of accountants, attorneys, wealth planners, and high-net-worth investors. If you'd like to be notified of my future programs, you can register here https://www.parkbridgewealth.com/webinars.


You can WATCH the full video here.


#JonathanOnMoney#ParkBridgeWealth#Investing#WealthManagement


Details:


o Topic: “The Latest and Greatest in Aggressive Tax Strategies”


o Date: Thursday, April 18th 2024o Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management (Comments? Questions? E-mail Jonathan@ParkBridgeWealth.com)


o Speaker: Matthew E. Rappaport, Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman


o Webinar Description: In this program, we’ll cover a spectrum of available tax strategies and analyze whether a risk-friendly taxpayer can give them a shot or they ought to be on the no-fly list. We’ll discuss techniques such as the Employee Retention Tax Credit, conservation easement deals, inter-generational split-dollar life insurance, captive insurance, aggressive split-interest trust planning, solar energy deals, and exploratory oil and gas. By the end of the program, you’ll be better equipped to advise clients regarding these various tax-motivated transactions when they come up in the course of conversation.