Newton Knowledge

Emily Skyrm - Estate Preservation and Legacy 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. 

Erik Reynolds - Long-Term Care and Legislative Updates

Join Newton One (Steve Target and Mark Singer) and Erik Reynolds, M Financials’ National Sales Practice Leader for Long Term Care (LTC), as they discuss the development of LTC solutions over the years and the history of the LTC Premium Tax being proposed in states across the nation.

David Neufeld - Residency Changes and Tax Considerations

Join Newton One (Steve Target and Mark Singer) and David Neufeld, Tax and Estate Planning Attorney with Flaster Greenberg, as they discuss important and often misunderstood considerations regarding how a residency change (international and domestic) may impact income and estate taxes, along with potential challenges if the correct procedures are not followed.   

Daniel Valentino - Tax and Estate Planning

Join Newton One (Mark Singer) and Daniel Valentino, Senior CPA with Fenstermacher and Company, as they discuss the unique estate planning advantages the state of Delaware provides, certain tax planning concepts that are resurfacing due to our current economic status and legislative proposals to be mindful of.   

 

Julia Brines and Dan Caramanico - Collaboration, Relationships and Networking

Join Newton One (Steve Target and Mark Singer), Julia Brines with Haefele Flanagan and Dan Caramanico, CEO of Caramanico Maguire, as they discuss their approaches and processes to cultivate valued relationships with professionals that complement their own firm’s specializations.  Recorded live at the Union League of Philadelphia, this discussion provides valuable resources related to the importance of collaboration.

Scott Radcliffe and Scott Burky - Continuation Planning for Privately/Family Owned Businesses

Join Newton One (Steve Target and Mark Singer), Scott Radcliffe with Engle-Hambright & Davies (EHD) and Scott Burky with The High Center, as they discuss the importance of privately held and family-owned businesses. Hear how the High Center helps their members thrive for multiple generations through various partner programs and proactive planning and how Newton One and EHD work with a variety of businesses providing creative insurance solutions.

Tim Zeigler - Kamelot Auction House

Join Newton One (Steve Target and Mark Singer) and Director of Business Development with Kamelot Auction House, Tim Zeigler,  as they discuss the auction and appraisal process. Learn about the unique marketplace and how the industry has changed post pandemic.

NFL Player Planning - Barry Church

Join Newton One (Mark Singer) and Barry Church, 9 year NFL Alum with the Cowboys and Jaguars, as they discuss imperative planning that should take place before, during and after an NFL career.  

Bill Dugdale – GRIT Talks

Join Newton One (Steve Target and Mark Singer) and Bill Dugdale, Private Wealth Advisor at AB Bernstein, as they discuss the creation, premise and uniqueness of GRIT Talks, a Delaware based networking event that features local leaders answering seven questions in twenty minutes. The structure, people and rawness of this production fortifies the exponential growth of this gathering. Failure is inevitable, but what you do with it, determines your success story.

Brian Travers - Tips and Tricks to Insuring Unique Assets

Join Newton One (Mark Singer) and Brian Travers, Senior Private Client Advisor for Brown & Brown’s private client team for a discussion about insuring unique assets, liabilities, and risk mitigation tactics for affluent clientele.