
Sign up to save your podcasts
Or


Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics.
This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.
Today, we are pleased to welcome Martin Shenkman, Esq. of Shenkman Law based in New York. He is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications and is the author of over 40 books and approximately 1,500 articles on the subject of estate planning.
Today we discuss:
1) Connely buy sell insurance
2) ESG vs Values based investing
3) Step Transaction doctrine
4) Direct Indexing
5) New Corporate Transparency Act (CTA) developments
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
By Jonathan On Money5
1212 ratings
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics.
This week we discuss “HOT TOPICS” in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.
Today, we are pleased to welcome Martin Shenkman, Esq. of Shenkman Law based in New York. He is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications and is the author of over 40 books and approximately 1,500 articles on the subject of estate planning.
Today we discuss:
1) Connely buy sell insurance
2) ESG vs Values based investing
3) Step Transaction doctrine
4) Direct Indexing
5) New Corporate Transparency Act (CTA) developments
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.

30,667 Listeners

3,222 Listeners

5,480 Listeners

218 Listeners

2,023 Listeners

1,990 Listeners

662 Listeners

451 Listeners

3,211 Listeners

821 Listeners

8,760 Listeners

1,106 Listeners

321 Listeners

835 Listeners

112 Listeners