Newton Knowledge Podcast

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.

John McLeod - Business Owner Exit Strategy Planning

Join Newton One (Steve Target and Mark Singer) and John McLeod, CEO and founder of PMP Solutions, a firm helping closely held business owners grow their EBITDA and plan for a successful exit. John reviews why it’s imperative to select the right team when guiding business owners through the critical operational, professional, personal, and family decisions they must make to improve business value today and achieve exit success tomorrow.

 

Amy Mister and Brittany Vavala – Policy Stewardship

Join Newton One (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 importance of policy reviews and what that process looks like for their valued clients and Partners of the Firm. 

Morgan Scott – Court Case Reviews Regarding Intergenerational Split Dollar

Join Newton One (Steve Target and Mark Singer) and Morgan Scott, Head of M Financials’ Advanced Sales Team for a discussion about Intergenerational Split Dollar and the considerations and risks to be aware of when involved in such planning techniques. We also dive into some of the changes that have taken place concerning this type of planning due to the clarifications and court decisions made from the Morrissette, Cahill and Levine cases.