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12/14/2023: “Selecting an Asset Protection Plan – Strategies and Pitfalls” featuring K. Eli Akhavan, Esq., LLM. from Grant, Herrmann, Schwartz & Klinger LLP hosted by Jonathan I. Shenkman, AIF®


11/30/2023: “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Before Year-End” featuring and hosted by Jonathan I. Shenkman, AIF® from ParkBridge Wealth Management


11/9/2023: “Moving to Israel: Top Financial Planning Considerations” featuring Boaz Feinberg from Arnon Tadmor – Levy hosted by Jonathan I. Shenkman, AIF®


10/26/2023: “Selling a Family Business: Legal, Financial, and Estate Planning Considerations” featuring Bernadette Kasnicki, Esq., and Avi Sinensky, Esq. of Rivkin Radler LLP and Michael Richmond from The DAK Group hosted by Jonathan I. Shenkman, AIF®


10/12/2023: “Taxation of Supplemental Needs Trusts” featuring Amy C. O'Hara, Esq., CELA® frin Littman Krooks LLP hosted by Jonathan I. Shenkman, AIF®


9/28/2023: “Planning Under SECURE 2.0 and the Proposed Regulations” featuring Bruce D. Steiner, Esq. LL.M from Kleinberg, Kaplan, Wolff & Cohen, P.C. hosted by Jonathan I. Shenkman, AIF®


9/12/2023: “A Practical Guide on the Lifecycle of Planning for Art Collections” featuring Sherri Cohen, Esq. from Sotheby’s hosted by Jonathan I. Shenkman, AIF®

6/22/2023: “Using Tax Insurance to Achieve Tax Certainty in Estate Planning and Wealth Management” featuring Daniel Berger, Esq. and Michael Saitta, Esq. from Lockton Companies and Berkshire Hathaway hosted by Jonathan I. Shenkman, AIF® 

 

6/8/2023: “Ten Timeless Investing Principles and How They Apply in Today’s Market” featuring and hosted by Jonathan I. Shenkman, AIF® from Shenkman Wealth Management

 

5/25/2023: “Private Foundations: The 5 deadly sins (or excise taxes)” featuring Andrew S. Katzenberg, Esq., LL.M. from ArentFox Schiff LLP hosted by Jonathan I. Shenkman, AIF®

 

5/11/2023: “U.S. beneficiaries of Canadian estates” featuring Beatriz Davila, M.Sc., CPA and Sergei Titorenko, LL.B, JD, LLM. From MNP hosted by Jonathan I. Shenkman, AIF®

 

5/4/2023: “Coming to America: Pre-Immigration Tax and Estate Planning Considerations” featuring K. Eli Akhavan, Esq. LLM., Lawrence Lipoff, CPA, and Michael Wildes, Esq. from Steptoe & Johnson, CohnReznick, and Wildes & Weinberg P.C. hosted by Jonathan I. Shenkman, AIF®

 

4/18/2023: “State Tax Audits Preparing for the Inevitable” featuring Scott Brian Clark Esq., CPA, LLM. From Day Pitney LLP hosted by Jonathan I. Shenkman, AIF®



3/2/2023: “Financial Planning For Orthodox Jewish Families: There Is Nothing Average About a Frum Lifestyle” featuring Jonathan I. Shenkman, AIF®  from Shenkman Wealth Management         hosted by Jonathan I. Shenkman, AIF®

 

2/16/2023: “Taxation of Cryptocurrency, NFTs, and Decentralized Finance” featuring Matthew E. Rappaport, Esq., LL.M. from Falcon Rappaport & Berkman PLLC hosted by Jonathan I. Shenkman, AIF®

 

1/17/2023: “Appreciated Real Estate: Opportunities For Advisors” featuring Connor Barth from Sterling Foundation Management hosted by Jonathan I. Shenkman, AIF®

 

1/3/2023: “Elder Care Planning and Estate Tax Planning Where Medicaid and Estate Planning Meet and Diverge” featuring Elizabeth Forspan, Esq. from Forspan Klear LLP hosted by Jonathan I. Shenkman, AIF®

 

12/15/2022: “10 practical, but overlooked, pointers when doing estate planning” featuring Avi Z. Kestenbaum , Esq., LL.M. from Meltzer, Lippe, Goldstein & Breitstone, LLP hosted by Jonathan I. Shenkman, AIF®

11/29/2022: "Your Client Received a Foreign Gift, but Filed Form 3520 Late – How to Respond to the 25% Penalty" featuring Stanley C. Ruchelman, Esq. and Neha Rastogi, LL.M, LL.B from Ruchelman, PLLC hosted by Jonathan I. Shenkman, AIF®


11/3/2022: “Retiring in Israel? Tax & Estate Planning Considerations” featuring Boaz Feinberg from Tadmor Levy hosted by Jonathan I. Shenkman, AIF®


10/20/2022: “Timely Wealth Planning Strategies for Year-End, Midterm Elections, and a Recessionary Environment” featuring Jonathan I. Shenkman, AIF® from Shenkman Wealth Management


10/6/2022: “Portability and the Proposed Regulations on Estate Tax Deductions” featuring Bruce D. Steiner, Esq. LLM from Kleinberg, Kaplan, Wolff & Cohen, P.C. hosted by Jonathan I. Shenkman, AIF®


9/22/2022: "Common Errors in Special Needs Planning" featuring Amy C. O’Hara, Esq., CELA from Littman Krooks LLP hosted by Jonathan I. Shenkman, AIF®


9/8/2022: "Safeguarding Wealth from Predatory Litigation" featuring K. Eli Akhavan, Esq. LLM from Steptoe & Johnson LLP hosted by Jonathan I. Shenkman, AIF® 


6/28/2022: "Timely Estate Planning Strategies for Private Equity and Hedge Fund Executives" featuring Kevin Matz, Esq., CPA, LLM from ArentFox Schiff LLP hosted by Jonathan I. Shenkman, AIF®


6/16/2022: "The Impact of Divorce on Estate Planning And Wealth Management" featuring Nicole A. Kobis and Elizabeth Candido Petite, Esq. from Lindabury, McCormick, Estabrook & Cooper, P.C. hosted by Jonathan I. Shenkman, AIF®


6/9/2022: "Women & Wealth Panel Discussion: Estate, Tax, Philanthropic, and Elder Care Planning Considerations" featuring Janis Cowhey, Esq., Elizabeth Forspan, Esq.,

Ellen Smith Israelson, and Marianna Moliver, Esq. from Marcum, LLP, Forspan Klear LLP, Jewish Communal Fund, Moliver Law hosted by Jonathan I. Shenkman, AIF®


6/2/2022: "Social Security Benefits for Spouses" featuring Peter M. Weinbaum, JD from The Social Security Maven® hosted by Jonathan I. Shenkman, AIF®


5/19/2022: "The Gift of Qualified Small Business Stock (§1202)" featuring Andrew Katzenberg, Esq. LLM from DLA Piper LLP hosted by Jonathan I. Shenkman, AIF®


5/12/2022: “Estate planning for cryptocurrency and NFTs” featuring Lara M. Sass, Esq., AEP from Lara Sass & Associates, PLLC hosted by Jonathan I. Shenkman, AIF®

4/28/2022: “New York Tax Update, Post-Covid-19” featuring Timothy P. Noonan, Esq. from Hodgson Russ LLP hosted by Jonathan I. Shenkman, AIF®


4/7/2022 “Death, Divorce, and Assisted Reproductive Technology: Estate Planning and Family Law Considerations” Alexis L. Cirel Esq. Warshaw Burstein LLP Jonathan I. Shenkman, AIF®


3/31/2022 “Which Entity Structure Is Right for Your Client's Business?” Avi Sinensky, Esq. Rivkin Radler LLP Jonathan I. Shenkman, AIF®


3/10/2022 “Trusts & Estates Litigation: Business Law Considerations” Jeremy B. Stein, Esq. Hartmann Doherty Rosa Berman & Bulbulia, LLC Jonathan I. Shenkman, AIF®


3/3/2022 “Strategies for Handling an IRS Audit for Business Owners” Richard S. Kestenbaum, Esq. and Scott Kestenbaum, Esq. Kestenbaum & Mark LLP Jonathan I. Shenkman, AIF®


2/10/2022 “Estate Planning Misfires of the Rich and Famous: Philip and Helen Wrigley” Daniel J. Studin, Esq., LL.M. Morrison Cohen LLP Jonathan I. Shenkman, AIF®


2/3/2022 “Spotting Promoted Tax Shelters in the Real Estate World: Best Practices and What to Avoid” Matthew E. Rappaport, Esq., LL.M. Falcon Rappaport & Berkman PLLC Jonathan I. Shenkman, AIF®


1/18/2022 “CRTs: Planning Options for Clients with Existing CRTs” Evan Unzelman, President Sterling Foundation Management Jonathan I. Shenkman, AIF®



1/6/2022 “Estate Planning for 2022: What to advise clients after the tax rollercoaster in Washington” Martin M. Shenkman, Esq. Shenkman Law Jonathan I. Shenkman, AIF®


12/9/2021 “Top 10 Considerations Professionals Must Know When Assisting Families with Special Needs” Amy C. O'Hara, Esq. Littman Krooks LLP Jonathan I. Shenkman, AIF®


12/2/2021 “International Tax Planning in a Post-Pandemic World” Leo Parmegiani, CPA, MST and Christopher Migliaccio, Esq. PKF O'Connor Davies, LLP Jonathan I. Shenkman, AIF®


11/18/2021 “The State-Based Right of Publicity: An Overview of Estate Tax and Valuation Issues” Ladidas Lumpkins CPA, JD, LL.M. Prager Metis Jonathan I. Shenkman, AIF®


10/13/2021 “How to Plan for “Unequal” Inheritances and the Complicated and Divisive Issues that Arise with “Unequal” Inheritances?” Avi Z. Kestenbaum , Esq., LL.M. Meltzer, Lippe, Goldstein & Breitstone, LLP Jonathan I. Shenkman, AIF®


10/7/2021 “Tax Credits and Incentives to Benefit Growing Businesses” Barry Halpern, CPA and Mark B. Leaheey, CPA, CGMA, MSA Marcum LLP Jonathan I. Shenkman, AIF®


9/30/2021 “State Income Taxation of Trusts” Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. Jonathan I. Shenkman, AIF®


7/22/2021 “2021 Wealth Management Hot Topics: Actionable Insights on the Top Investment Themes of the Year” Jonathan I. Shenkman, AIF® Oppenheimer & Co. Inc. Jonathan I. Shenkman, AIF®


7/15/2021 "US immigration in the Time of Corona: An Update on U.S. Immigration” Steve Maggi, Esq. SMA Law Firm Jonathan I. Shenkman, AIF®


7/8/2021 “How to keep your clients out of IP trouble: Pitfalls to Avoid” Marc Misthal, Esq. Gottlieb, Rackman & Reisman, P.C. Jonathan I. Shenkman, AIF®


6/29/2021 “Pooled Plans: The 401(k) Plans You Didn’t Know Existed” Mark A. Cywin, QKA® Transamerica Jonathan I. Shenkman, AIF®

6/15/2021 “New York Real Estate Post Covid-19: Strategies & Perspective” Benjamin Blumenthal, Joseph Greene, Matthew E. Rappaport, Esq., LL.M., Michael Shapot, Esq., and Joshua Schlenger, Esq. Noah & Co., Continental Abstract LLC, Falcon Rappaport & Berkman PLLC, COMPASS, and Sheppard Mullin Jonathan I. Shenkman, AIF®


5/27/2021 “Tax and Estate Planning for the Modern Family– When the “Married with 2 Children” Box Doesn’t Fit” "Janis Cowhey, Esq. and Crystal Levy, Esq." Marcum LLP and Lassar & Cowhey LLP. Jonathan I. Shenkman, AIF®


5/20/2021 “Works of Art and Your Estate Plan” Andrew Katzenberg, Esq. LLM DLA Piper Jonathan I. Shenkman, AIF®


5/13/2021 “U.S. Estate and Gift Planning for Foreign Parents With U.S. Children” "Stanley Ruchelman, Esq. and Galia Antebi, LL.B., LL.M" Ruchelman PLLC Jonathan I. Shenkman, AIF®




1/12/2021 “Estate planning in 2021: How the results of the Georgia Senate Runoff Election will impact planning in an uncertain year and other timely topics.” Kevin Matz, Esq. CPA, LLM and Shifra Herzberg, Esq. LLM "Stroock & Stroock & Lavan LLP" Jonathan I. Shenkman, AIF®


12/3/2020 “Tax Planning for Expatriation” Eli Akhavan, Esq. LLM Norton Rose Fulbright US LLP Jonathan I. Shenkman, AIF®


11/9/2020 “Federal Taxation With Proper Representation: A Primer on IRS Civil And Criminal Tax Controversy” Richard S. Kestenbaum, Esq. and Scott Kestenbaum, Esq. Kestenbaum & Mark LLP Jonathan I. Shenkman, AIF®


11/2/2020 “2020 Election Playbook: Wealth Planning Ideas and Perspective For All Investors” Jonathan I. Shenkman, AIF® Oppenheimer & Co. Inc. Jonathan I. Shenkman, AIF®


10/26/2020 “US Citizens Living in Israel: Trusts, Real Estate, and Income Tax Considerations for a Dual Tax Person” Boaz Feinberg Tadmor Levy & Co. Jonathan I. Shenkman, AIF®


10/19/2020 “What Your Estate Plan Isn’t Doing” Matthew E. Rappaport, Esq., LL.M. Falcon Rappaport & Berkman PLLC Jonathan I. Shenkman, AIF®


9/10/2020 “Revisiting The SECURE Act: Planning Strategies to Discuss with Your Clients” Avery E. Neumark, CPA, JD, LL.M. and Bruce D. Steiner, JD, LLM Marks Paneth LLP and Kleinberg Kaplan Jonathan I. Shenkman, AIF®


7/27/2020 “Selling a Family Business During a Pandemic: Planning Strategies to Consider” "Michael M. Schimel, Esq and Avi J. Sinensky, Esq." Meltzer Lippe Jonathan I. Shenkman, AIF®



4/29/2021 “Covid-19: New York Tax Hot Topics” Timothy P. Noonan, Esq. Hodgson Russ LLP Jonathan I. Shenkman, AIF®


4/22/2021 “Estate Planning Nuggets: Creative planning strategies for the rest of the year" "Jonathan G. Blattmachr, Esq.  and Martin M. Shenkman, Esq.  " "Director of Estate Planning, Peak Trust Company  and Shenkman Law " Jonathan I. Shenkman, AIF®


3/4/2021 “Business income of new Olim – Pitfalls and Risks” Boaz Feinberg Tadmor Levy & Co. Jonathan I. Shenkman, AIF®


2/25/2021 “State of the art market” Sherri Cohen, Esq. Bonhams Jonathan I. Shenkman, AIF®


2/18/2021 “Tales from the Crypt: Stories of Failed Estate Plans and Unfulfilled Desires” Steven B. Malech Esq. and Michael Clear, Esq. Wiggin and Dana LLP Jonathan I. Shenkman, AIF®


2/11/2021 “Foreign Ownership in US Residential Property – Tax Pitfalls and Structuring Solutions” Eli Akhavan, Esq. LLM Norton Rose Fulbright Jonathan I. Shenkman, AIF®

2/4/2021 “Important Medicaid and Elder Care Update: New Major Changes to New York’s Home Care Program!” Elizabeth Forspan, Esq. Forspan Klear LLP Jonathan I. Shenkman, AIF®

7/20/2020 “The Future of Office Space After Covid-19” Benjamin Blumenthal Noah & Co Jonathan I. Shenkman, AIF®


7/13/2020 “US Immigration Planning and Issues for Business Owners and Entrepreneurs in the Covid-19 Pandemic” Steve Maggi, Esq. Managing Partner, SMA Law Firm Jonathan I. Shenkman, AIF®


6/29/2020 “Workplace Law in The Post Covid-19 Era” Chaim Book, Esq. Moskowitz & Book, LLP Jonathan I. Shenkman, AIF®


5/18/2020 “Bear Market Blues: Perspective and Proactive Strategies to Navigate the Market Turmoil” Jonathan I. Shenkman, AIF® Oppenheimer & Co. Inc. Jonathan I. Shenkman, AIF®


5/11/2020 “Be Ready For When the Lights Turn On: What to do when IRS and NYS Enforcement Begins Again” Richard S. Kestenbaum, Esq. and Scott Kestenbaum, Esq. Kestenbaum & Mark LLP Jonathan I. Shenkman, AIF®


5/4/2020 “Covid-19: New York Tax Hot Topics” Timothy P. Noonan, Esq. Hodgson Russ LLP Jonathan I. Shenkman, AIF®


4/27/2020 “Navigating the Zoning and Land Use Laws in NYC to Unlock Hidden Potential in Real Estate Development Projects” Jay Goldstein, Esq. Law Offices of Jay Goldstein, Esq. Jonathan I. Shenkman, AIF®


4/20/2020 “International Tax Implications of the CARES Act and Other Recent Tax Developments” Leo Parmegiani, CPA, MST PKF O'Connor Davies, LLP Jonathan I. Shenkman, AIF®



4/13/2020 “Tax changes due to COVID-19” Matthew E. Rappaport, Esq., LL.M. Falcon Rappaport & Berkman PLLC Jonathan I. Shenkman, AIF®


2/6/2020 “Tax, Financial and Legal Implications of Elder Care Planning” Elizabeth Forspan, Esq. FORSPAN KLEAR LLP Jonathan I. Shenkman, AIF®


1/9/2020 “Foreign Investment in US Residential Property – Tax Pitfalls and Structuring Solutions” Eli Akhavan, Esq. LLM Norton Rose Fulbright US LLP Jonathan I. Shenkman, AIF®