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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, Jonathan will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.”
This episode will cover a variety of financial planning topics related to year-end planning. The goal is for listeners to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for our current interest rate environment, and impact of the 2024 presidential election.
***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw
Stay connected:
1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
By Jonathan On Money5
1212 ratings
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, Jonathan will cover “Last Minute 2024 Wealth Planning Ideas - Ensuring Your Clients Make the Right Moves Before Year-End.”
This episode will cover a variety of financial planning topics related to year-end planning. The goal is for listeners to pick up at least a nugget or two to apply to their own life or practice before the end of 2024. Material covered includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for our current interest rate environment, and impact of the 2024 presidential election.
***UPCOMING LIVE WEBINAR: Thursday, December 12th at 8:30am (EST) featuring Boaz Feinberg a Partner at Arnon, Tadmor-Levy based in Tel Aviv. Boaz will be speaking on “International Taxation Law in Israel: Are Your Client’s Prepared for the New and Evolving Rules?” Register here: https://us02web.zoom.us/webinar/register/WN_BeN3LlrDSjiOXfhbBVnvcw
Stay connected:
1) Questions? Comments? Media Inquiries? 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) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.

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