Newton Knowledge Podcast

Join Newton One Advisors (Mark Singer and Steve Target) and Adam Sendzischew, Principal of Jones Lowry, as they delve into the intricacies of premium financing life insurance solutions for affluent families. Learn why partnering with an experienced consultant that specializes in this governed process is imperative for all parties.

Newton One Advisors (Mark Singer and Steve Target) engage in discussion with Brian Sharkey and Dan Cornell, Directors at Kreischer Miller, about the benefits of gifting private company ownership interests. They review the intricate challenges privately held business owners face concerning federal taxation and how thoughtful planning techniques can provide unique opportunities in maximizing estate tax savings, preserving family wealth and financial security.

Newton One Advisors (Mark Singer, Steve Target, and Tom Hollinger) are joined by Emmanuel (Manny) Fournaris, Director/Co-founder of Gordon, Fournaris & Mammerela, and his son Constantine Fournaris, Associate at the Firm, to explore the significance of business succession planning. The discussion delves into the evolving landscape of transitions over the years and essential proactive strategies that pave the way for generational wealth creation.

Join Newton One Advisors (Mark Singer and Steve Target) and Patrick Conner from Husch Blackwell's Private Wealth Group as they delve into estate, business succession and tax planning strategies. Gain insights on navigating the uncertain economic landscape and evolving legislation.

Join Newton One Advisors (Mark Singer and Steve Target) and Josh Caron, Vice President of Government Relations at M Financial, for a comprehensive legislative update on the dynamic landscape in Washington. Stay informed on the latest developments shaping our future (Recorded June 10th, 2025). 

Join Newton One Advisors (Mark Singer and Stephen Target) and Marty Babitz, Family Wealth Strategist for BNY Mellon Wealth Management, as they delve into the U.S. Tax Court Ruling on the Hoensheid v. Commissioner case. The discussion focuses on the tax implications of donating appreciated stock in a closely held corporation to charity just before the company's sale.

Join Newton One Advisors (Mark Singer and Steve Target) and Michael Gordon, Trusts and Estate Planning Attorney and Director at Gordon, Fournaris & Mammarella, for an insightful discussion on trust modernization. Discover the compelling reasons for considering trust updates and explore the common changes observed in this evolving landscape.

Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Smith, Trusts and Estate Planning Attorney and Partner at McCollom, D'Emilio, Smith, Uebler, as they discuss strategic planning of irrevocable trust structuring. Discover how proactive and deliberate preparation safeguards assets from potential claims during divorce proceedings.

Join Newton One Advisors (Steve Target and Mark Singer) and their internal support team, Amy Mister, Director of Underwriting, and Brittany Vavala, Lead Client Specialist, as they discuss the art and science behind underwriting and the importance of policy reviews. 

Join Newton One Advisors (Mark Singer and Stephen Target) and Michael Francisco, Vice President of Investments at SSG Executive Advisory Group of Raymond James, and Colin Devlin, Partner and Business/Estate Planning Attorney at Lex Nova Law as they share insights on pre and post planning considerations for selling a privately held business. Discover how proactive planning can optimize the transaction outcome and secure funds for effective estate planning and future business endeavors. Remember, business planning is an ongoing journey where the focus evolves but the strategic vision remains constant.