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.
Todd Flubacher - Letting Go of the Dead Hand
Steve Raymond - M&A Transaction Considerations
Bob Finnegan - The GRAT Enhancement Strategy
Colin Devlin – Why Business Owners and their Advisors Should Review Their Buy-Sell Agreements
Emily Skyrm - Estate Preservation and Legacy Planning
Erik Reynolds - Long-Term Care and Legislative Updates
Daniel Valentino - Tax and Estate Planning
Julia Brines and Dan Caramanico - Collaboration, Relationships and Networking
Scott Radcliffe and Scott Burky - Continuation Planning for Privately/Family Owned Businesses
Tim Zeigler - Kamelot Auction House
NFL Player Planning - Barry Church
Bill Dugdale – GRIT Talks
Brian Travers - Tips and Tricks to Insuring Unique Assets
John McLeod - Business Owner Exit Strategy Planning
Amy Mister and Brittany Vavala – Policy Stewardship
Morgan Scott – Court Case Reviews Regarding Intergenerational Split Dollar
Joanne Gagnon - Non-Qualified Executive Benefit Market Discussion
Ashley Sawyer - Life Insurance Mistakes That Keep Attorneys Up at Night
Rick Jaye - ESOP Repurchase Obligation Funding Strategies
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