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”.
Comments (3)
More Episodes
All Episodes>>
Get this podcast on your phone, Free
Create Your Podcast In Minutes
- Full-featured podcast site
- Unlimited storage and bandwidth
- Comprehensive podcast stats
- Distribute to Apple Podcasts, Spotify, and more
- Make money with your podcast
It is Free
