Newton Knowledge

Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the importance of Trust situs. They'll be discussing an article co-written by Bradley Terebelo, Partner at Heckscher, Teillon, Terrill & Sager, P.C.

Join Newton One Advisors (Mark Singer and Stephen Target) and Coach Ted Rath, Vice President of Player Performance for the Philadelphia Eagles, as they discuss motivating high achievers, fostering positive culture and drawing parallels between successful sports franchises and businesses.

Join Newton One Advisors (Mark Singer and Stephen Target) as they reconnect with Colin Devlin, Partner at Lex Nova Law, to discuss the implications of the Supreme Court Ruling in Connelly V. United States on buy sell planning and estate planning valuations.  

Join Newton One Advisors (Mark Singer and Stephen Target) and Jason Early, Founder of RISR, business insights platform that enables better advice, as they discuss the companies' unique ability to capture and analyze data allowing owners and their advisors to better understand the business. 

Join Newton One Advisors (Mark Singer) at the Delaware Art Museum for an insightful discussion on proactive estate planning for fine art and collectibles. This episode features industry experts Colleen Boyle, Managing Director, Head of Business Development and Philanthropic Strategy with The Fine Art Group and Samantha Anderson, Art Law Practice Attorney with Patterson Belknap Webb & Tyler LLP.

Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the fascinating topic of Trusts and their impact on beneficiaries for generations to come. They’ll be discussing an article co-written by Todd Flubacher, Partner at Morris, Nichols, Arsht & Tunnell.

Join Newton One (Steve Target and Mark Singer) and Steve Raymond, Managing Director at DAK, as they discuss the M&A marketplace and planning considerations for business owners interested in selling.  

Join Newton One (Steve Target and Mark Singer) and Bob Finnegan, M Financials’ VP of Advanced Planning as they explore a unique planning opportunity to enhance the tax efficiencies of estate planning for ultra-high net worth families known as “The GRAT Enhancement Strategy”.

Join Newton One (Steve Target and Mark Singer) and Colin Devlin, Partner at Lex Nova Law, as they discuss buy-sell structures, funding mechanisms and the importance of annual reviews. They review the Thomas Connelly v. United States case and pinpoint some of the pitfalls that may have been avoided through proper planning. 

Join Newton One (Steve Target and Mark Singer) and Emily Skyrm, PNC Private Bank, as they discuss future estate tax considerations and planning techniques to preserve wealth on a multigenerational basis, including the “sunset” of The Tax Cuts and Jobs Act of 2017.