Events

Join Jonathan I. Shenkman, AIF®, President and Chief Investment Officer of ParkBridge Wealth Management, for our FALL Webinar Series.

ParkBridge Webinar # 1: NYC Pied-à-Terre Surcharge – What Advisors Need to Know

Date: Thursday, September 10th 2026 @ 8:30am (30 minute program)

Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speaker: K. Eli Akhavan, Partner, Grant, Herrmann, Schwartz & Klinger LLP

Webinar Description: New York City's pied-à-terre surcharge is now in the administration phase. The Department of Finance adopted its implementing rules in July, published a primary-residence addendum to the assessment roll on July 25, and is mailing notices to owners it treats as non-exempt by August 30 - after which the window to respond is short. This 30-minute session covers who is actually a covered owner, how the primary residence exemption works when an apartment sits inside an LLC, a trust, or a stacked structure, why the January 5 taxable status date is unforgiving for buyers and renovations, and what to do when a notice lands. The focus is on what advisors need to do this fall, including the questions the rules still leave open.

Upcoming Webinars:

ParkBridge Webinar # 2: The Most Important and Overlooked Estate Planning Questions That AI Does Not Properly Address

Date: Thursday, September 24th 2026 @ 8:30am (30 minute program)

Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speakers: Avi Z. Kestenbaum, Esq., Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP

Webinar Description: This program explores the most important and consistently overlooked estate‑planning questions that AI fails to address with real‑world nuance including:

- How to structure trust distribution standards

- Choosing the right trustees and executors

- Avoiding common planning mistakes

- Determining appropriate fiduciary compensation

- Evaluating when corporate, out‑of‑state, or foreign trusts make sense.

- Optimal ages for beneficiary control

- Selecting guardians and agents for powers of attorney and healthcare proxies

- How to assess the value and cost of estate‑planning professionals.

Attendees will gain practical, experience‑based guidance on the decisions that shape outcomes far more than documents alone.

ParkBridge Webinar # 3: Planning for State Estate Taxes

Date: Thursday, October 8th 2026 @ 8:30am (30 minute program)

Host/Moderator: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speaker: Bruce D. Steiner, Of Counsel, Kleinberg, Kaplan, Wolff & Cohen, P.C.

Webinar Description: Twelve states and the District of Columbia have state estate taxes. However, there are various differences among them, including the exemption or exclusion amounts, the tax rates, whether and when they allow a separate QTIP or alternate valuation election, how they treat lifetime gifts, and whether the exclusion amount is phased out or whether they have a true exemption. This program will discuss how the state estate tax works in different states, and how to plan for the state estate tax in these states, with particular focus on New York.

ParkBridge Webinar # 4: Tax Issue Spotting for Non-Tax Lawyers

Date: Thursday, October 22nd 2026 @ 8:30am (30 minute program)

Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speaker: Matthew E. Rappaport, Esq., Vice Managing Partner, Falcon Rappaport & Berkman LLP

Webinar Description: Tax issues can arise in virtually any legal matter, even when tax law isn't the primary focus. Join FRB's Matthew Rappaport, Vice Managing Partner, for a practical discussion designed specifically for non-tax lawyers, highlighting the tax considerations that frequently surface in corporate transactions, real estate deals, trusts and estates matters, employment issues, and commercial litigation. We'll explore common red flags, when to involve tax counsel, and how early issue spotting can help avoid costly mistakes and create better outcomes for clients.

ParkBridge Webinar # 5: The Professional’s Guide to ABLE Accounts

Date: Thursday, November 5th 2026 @ 8:30am (30 minute program)

Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speaker: Amy C. O’Hara, Esq., CELA. Partner, Littman Krooks LLP

Webinar Description: This program provides a practical overview of ABLE accounts, including eligibility requirements, contribution limits, distributions, and recent federal developments. It explores planning strategies for integrating ABLE accounts into a comprehensive estate, financial, and government benefits plan for individuals with disabilities. Attendees will gain practical guidance on tax considerations, compliance issues, and best practices for advising clients and their families.

ParkBridge Webinar # 6: Sports Franchises and SLATs: A Timely Planning Opportunity

Date: Thursday, November 19th 2026 @ 8:30am (30 minute program)

Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speakers: Jay J. Scharf, Esq., Partner, McDermott Will & Schulte LLP and Joshua B. Glaser, Esq. Partner, McDermott Will & Schulte LLP

Webinar Description: This session explores the growing trend of minority ownership stakes in professional sports franchises and how they intersect with SLAT planning. We will examine why these investments are becoming more common, what advisors should understand about their structure and risks, and how SLATs can be used strategically in this evolving asset class. Attendees will gain practical insights into a timely opportunity highlighted by recent high‑profile team sales.

ParkBridge Webinar # 7: Last‑Minute 2026 Wealth Planning Moves: What Advisors/Investors Must Do Before Year‑End

Date: Thursday, December 3rd 2026 @ 8:30am (30 minute program)

Host/Speaker: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Webinar Description: This annual program highlights the most important year‑end strategies advisors should consider as 2026 draws to a close. Jonathan I. Shenkman will cover timely planning ideas across investments, gifting, income tax management, and estate planning in light of recent legislative changes. The session will also address opportunities created by the current economic and interest‑rate environment. Attendees will walk away with practical insights they can immediately apply to client planning. The goal is simple: deliver actionable ideas that make a meaningful difference before December 31.

ParkBridge Webinar # 8: Year Ahead Estate Planning Strategies for 2027

Date: Thursday, December 17th 2026 @ 8:30am (30 minute program)

Host: Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management

Speakers: Sean R. Weissbart, Esq. Partner, Blank Rome, LLP

Webinar Description: As 2027 approaches, estate planners face a new mix of legislative shifts and emerging planning risks. This session highlights the most important year ahead strategies advisors should be thinking about now, from trust design and gifting opportunities to tax efficient wealth transfer and structural updates driven by evolving regulations. We’ll explore timely trends shaping Ultra-High-Net-Worth planning in 2027 and the practical steps professionals can take to strengthen client outcomes. Attendees will leave with actionable insights to implement for the new year.

About the host:

Jonathan I. Shenkman, AIF®, is the President and Chief Investment Officer of ParkBridge Wealth Management. He advises high-net-worth families, businesses, and nonprofits on investment portfolios, trust accounts, retirement plans, and endowments. Jonathan has experience consulting with family offices, hedge fund executives, and multigenerational families on the stewardship of private capital.

A nationally recognized expert, Jonathan is a prolific writer and speaker, contributing to dozens of leading publications such as Barron’s, Bloomberg, CNBC, Forbes, and The Wall Street Journal. He has facilitated hundreds of symposia for professionals in investments, tax, and estate planning, and was honored with Trust & Estates Magazine's Rising Star Award and selected as a Wall Street Journal Expert Panelist.

Jonathan I. Shenkman, AIF®

President | Chief Investment Officer

ParkBridge Wealth Management

7600 Jericho Turnpike, Suite 302 | Woodbury, NY 11797

P: (201) 575-6275 (No Texting) | Jonathan@ParkBridgeWealth.com

Follow my work: Instagram| X | YouTube| LinkedIn | Podcast

***Buy my NEW book: D is for Diversification: The ABCs of Personal Finance ***

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with ParkBridge Wealth Management. ParkBridge Wealth Management does not offer tax or legal advice. https://bit.ly/KF-Disclosures