Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we will go IN FOCUS where we will cover more advanced wealth planning topics.

Today, we are joined by Angelika J. Herburger and Russell S. Ephraim, of CBIZ Advisors LLC based in New York City. Angelika and Russell will be discussing “Understanding Pass-Through Entity Taxation.”

By way of background, circumventing the individual state and local tax cap with pass-through entity taxes has been a topic of discussion for several years and remains a key issue currently being debated in Congress. This program will explore the unique tax considerations and implications of pass-through entity taxation, offering clear insights into this complex and often confusing topic.

***UPCOMING LIVE WEBINAR: on Tuesday, June 17th @ 8:30am (New York time) featuring, yours truly, Jonathan I. Shenkman of ParkBridge Wealth Management where I will be speaking on “Impact Investing: How To Make A Difference With Your Wealth In 2025 & Beyond?” Register here: https://us02web.zoom.us/webinar/register/WN_eTWTHiGxS4WiZjy8Qbs1iw  ***

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