Newton Knowledge Podcast

Colin Devlin - Connelly V. United States Supreme Court Ruling

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.  

Jason Early - Founder of RISR: Comprehensive Business Owner Engagement Platform

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. 

Colleen Boyle and Samantha Anderson - Estate Planning for Fine Art and Collectibles

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.

Todd Flubacher - Letting Go of the Dead Hand

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.

Steve Raymond - M&A Transaction Considerations

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.  

Bob Finnegan - The GRAT Enhancement Strategy

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”.

Colin Devlin – Why Business Owners and their Advisors Should Review Their Buy-Sell Agreements

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. 

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.