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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes âIN FOCUSâ to explore more advanced wealth planning topics.
Today, we will cover âEstate Planning If You have Assets/Heirs In Israel" featuring Avi Z. Kestenbaum, Partner at Long Island based Meltzer Lippe.
Todayâs show is a recording from session # 1 of the Yeshiva University & ParkBridge Estate Planning & Wealth Management Symposium. It will cover 1) Tax and estate issues with owning apartments and properties in Israel and in other countries. 2) U.S. trusts that have Israeli or foreign grantors, trustees or beneficiaries. 3) Foreign trusts that have U.S. beneficiaries or own U.S. assets. 4) Cross-border probate and estate tax issues. 5) Tax, compliance, and reporting issues with owning bank accounts and assets in Israel and other countries. 6) U.S. Gift and Estate Tax issues for foreigners
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. Importance of Investor Alpha
2. Quote from JP Morgan.
3. Iâm retiring soon and want to maximize my income. Should I search for the highest paying stocks, bonds or funds? It seems to make sense, so I wonât need to touch the principle.
4. Iâve been in a bit of a rut since Covid. Any suggestions on rebuilding the financial part of my life? Iâve been feeling down for around 4 years at this point.
5. What surprises you most about the investment business?
6. How do I know if there is value in hiring a financial advisor vs a robo advisor?
7. Whatâs the purpose of a revocable trust if there is no tax benefit? Should I use one?
8. A timely and actionable investment idea
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Fehlende Folgen?
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. Paying For A Wedding When Machatanim Disagree
2. Quote from Dwight Eisenhower
3. Iâm genuinely terrified of a potential Harris' presidency. She has never run anything in her life and the main responsibility she has had as vice president was on border security, which she failed at miserably. Is there anything that gives you a sense of hope during these scary times?
4. Pros and cons of having guaranteed income in retirement?
5. My momâs husband passed away. I heard she can claim her social security on his benefit? Does this make sense?
6. Based on your investment philosophy, what return assumptions do you shoot for?
7. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. Strategies For Getting Laid Off Before Youâre Ready To Retire.
2. This weekâs quote is from Benjamin Franklin.
3. Thoughts on Kamala Harrisâs personal finance disclosures.
4. What can I hold and not hold in an IRA account?
5. Is it silly to buy a house with my girlfriend before we get married?
6. Do you think itâs reasonable for a hedge fund to take 20% of my profits?
7. I made 5% on my cash this year. My financial advisor said I was up around 6% half way through the year. My question is why would I take risk and invest in stocks and bonds when the return is only 1% or so better than a risk free money market account?
8. Actionable idea
9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. Money Lessons From The Olympics
2. This weekâs quote is from Warren Buffett.
3. I have a family member who is drowning in credit card debt. Thank god I make a good living and Iâd like to help them, but Iâd like to do so responsibly. How do I do that?
4. I filled out a risk tolerance questionnaire with my advisor several years ago and it came out that I was aggressive. But my performance has not been that high even though I took a lot of risk. What do you think my advisor is doing wrong?
5. Iâm renting out a single family home in another state (across the country). Iâm seriously debating selling the home and investing it in the market, but how do I calculate where I would get a better return? I don't want to make any rash decisions before determining where Iâll make more money. Is there an analysis you can do to determine the right move?
6. I put most of my net worth in one investment. I was advised not to. Of course it went down by 70%. My advisor told me I should sell it and move on. What do you recommend?
7. I handle our personal finances and my spouse has no clue about anything related to this matter. Is that acceptable?
8. Actionable idea
9. SIGN-UP: Yeshiva University & ParkBridge: Tax, Estate, and Wealth Planning Symposium (3 CPE/CLE): 9/10 @ 8:30am on "Estate Planning for heirs in Israel", "Charitable giving & Jewish law", and "Florida tax planning strategies." Jonathan I. Shenkman will be moderating this program. Open to all! Registration & program agenda HERE.
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid
2. This weekâs quote is from Jeremy Siegel.
3. How does Trump's assassination attempt impact my portfolio?
4. Iâm middle aged. What is an appropriate amount to spend on a birthday gift for my wife and how much should she spend on me?
5. Thoughts on litigation finance?
6. How would you recommend teaching young kids about money?
7. Is a vacation home a good investment?
8. This weekâs actionable idea!
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) Living Dangerously: A Theme For The Three Weeks And Investing
2) Quote by Senecca on wealth.
3) I donât have enough money to buy a house in my current community, but can afford to move to an undesirable community. What do you recommend as the best course of action?
4) The NASDAQ is up around 14%+ this year and I'm up a small fraction of that. Why is my portfolio lagging so much and should this be concerning?
5) Given the likelihood of the Fed lowering rates by the end of the year, how should I reposition my portfolio?
6) My advisor gave me a 30 page financial plan. How long should a financial plan be and what should it include?
7) Advice for a spendthrift
8) This weekâs actionable idea!
***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposiumâ (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program here. ***
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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***SIGN UP: Yeshiva University & ParkBridge Wealth Management: Tax, Estate, and Wealth Planning Symposiumâ (3 CPE/CLE*) on Tuesday, September 10th 2024 @ 8:30am-12:00pm. Registration & Program Information here. ***
Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That
2) Quote from Albert Einstein.
3) Should I buy a home or invest in my 401k? Where is a better place to put my money?
4) Iâve had two relatives ask to borrow money. I have the money but want to be sure they view it as a real loan, not a gift. Whatâs your advice on how to handle this?
5) I am moving my father into an independent living community. What type of investment strategy do you recommend in this scenario?
6) Should I give my money to my local bank to manage?
7) How effective is back testing to determine if a portfolio makes sense?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. How Can So Many People Afford To Do Construction?
2. Quote is from Harry Markowitz on diversification and lunch.
3. Am I spending too much money on traveling this summer if I go away 4 times?
4. How often do you look at/review your own portfolio?
5. How much is the net worth of your largest client?
6. If the market flatlines like it did from 2000-2009 and returns 0%, whatâs the best way to prepare for this scenario?
7. How much money should I put down on a new home?
8. I got very sick, but was able to rollover the life insurance policy I had from my previous employer. This policy is suboptimal. Expensive and not the best product. Should I drop coverage or continue paying premiums?
9. Should I buy a boat in retirement?
10. Should I borrow money from my 401k to invest in real estate?
11. Any strategies you would recommend on how and when to deploy capital?â
12. My husband and I got out of debt using Dave Ramsey methods. We have a high household income, but our only debt is a 15 year fixed at 2.7% with about 450k left on our mortgage. Should we pay it off in the next few years, per Dave's line of thinking?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, this week as he discusses a variety of timely investing and financial planning topics.
This week we discuss âHOT TOPICSâ in the field of wealth management where Jonathan and a guest go through several timely topics that are relevant to advisors and investors.
Today, we are pleased to welcome Martin Shenkman, Esq. of Shenkman Law based in New York. He is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications and is the author of over 40 books and approximately 1,500 articles on the subject of estate planning.
Today we discuss:
1) Connely buy sell insurance
2) ESG vs Values based investing
3) Step Transaction doctrine
4) Direct Indexing
5) New Corporate Transparency Act (CTA) developments
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) Should You Buy Nvidia?
2) This weekâs quote is from John D. Rockefeller on the importance of giving.
3) AI is the buzzword these days, but Iâm generally concerned that it will replace humans. Do you believe that will happen?
4) My insurance broker said a 401(k) is a scam and instead I should âbe my own bankâ and âinvest in myselfâ. What does he mean by that, and does he have a point?
5) How do I know when I have enough money?
6) I have profits in my investment portfolio. I like to use part of these profits to fund other aspects of my life. My advisor told me this isnât helpful, but Iâm not using all the money, so whatâs the big deal?
7) Iâve been handling my finances my entire career. I think Iâve done an adequate job. Iâm on the fence if I should hire a financial advisor. Do you have any guidelines when someone should work with a financial advisor and when it doesnât make sense?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes âIN FOCUSâ to explore more advanced wealth planning topics.
Today, we will cover âChildren & Money: Timeless Strategies To Transmit to The Next Generationâ featuring Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management Based in New York.
In todayâs show, I will draw on years of experience advising high-net-worth families, to discuss the most important financial lessons that every parent should convey to their children regardless of level of wealth. This timeless framework will help lay the foundation for our childrenâs financial future, while also benefiting society and generations to come.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) Rethinking Your âBucket Listâ In Retirement
2) ***SPECIAL SECTION*** Personal Finances Lesson for all the Dads out there!
3) Do I not have enough allocated to Nvidia? I want to make sure that I am not missing the boat.
4) What does your typical day look like?
5) What is the value of long term care insurance?
6) Iâm currently 100% in stocks in my portfolio. Based on my age Iâm ready to tone it down to 80% stock. When should I make the adjustment given the gyrations in the market?
7) My future machatanim want a wedding at a takanah hall. I donât want to do this. What would you recommend as a compromise somewhere between a takanah hall and a fancy venue in Manhattan?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes âIN FOCUSâ to explore more advanced wealth planning topics.
Today, we will cover âMarital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marriesâ featuring Lisa Presser and Brian Balduzzi both of the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ and Philadelphia PA.
Todayâs show will discuss some of the estate and tax planning considerations for couples with irrevocable trusts established before or during their marriage. With more couples choosing to marry, or re-marry, later in life, and beneficiaries set to inherit from one of the largest wealth transfers in modern US history, intentional and proactive planning to plan, prepare, and protect assets within a family is more important than ever. This program will cover some of the challenges, strategies and best practices when advising families on planning prior to a marriage of a loved one, preparing clientsâ estate and gift planning, or protecting family assets in the event of a divorce.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) What investors can learn from the medias terrible coverage of the Gaza/Israel war
2) Quote from financial writer Nick Murray on investors biggest risk.
3) Does my son is a 25 year old son need umbrella insurance?
4) What type of lawyer makes the most sense from a financial and life balance?
5) What do you think about instituting universal basic income?
6) What is the âstill working exceptionâ and should I use it?
7) Questions on âasset locationâ from an index fund investor?
8) Should I sell my loser investments and double down on the winners?
9) Whatâs the optimal number of investments to have in oneâs portfolio?
10) How should I leave my Roth IRA vs my Traditional IRA to my kids given their different careers?
11) I work in biotech. Should I invest in what I know and put more money in biotech given my background?
12) Thoughts on a covered call strategy?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes âIN FOCUSâ to explore more advanced wealth planning topics.
Today, we will discuss âQualifying as Qualified Small Business Stock (Section 1202)â featuring Andrew Katzenberg who is a Partner at ArentFox Schiff LLP based in both Washington DC and New York City.
This weekâs episode show will cover 1) the application of Section 1202, 2) the general requirements to meet the qualified small business stock (or âQSBSâ) exemption, and 3) the special rules related to holding periods and entity control.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1) The Great New York Earthquake Of 2024: Lessons For Financial Preparedness
2) Quote from FDR on Money and Happiness
3) The Summer Financial Challenge
4) Why do people get so excited about all real estate deals (most of which donât end up working out)? If you want to play the investment lottery, why not make a bet on a small biotech stocks that have more upside potential?
5) I was gifted stock in Intel. It went up, however, recently I lost a lot of money. While Iâm still up big relative to where I started, I still donât want to sell the stock at such a big loss from my all time high. What should I do?
6) Should be hesitant on rolling over a large 403b into my IRA and disrupting its growth?
7) My friend in shul told me to buy a particular stock. It has went up meaningfully since we spoke and I didnât buy it. Should I buy it in at a worse price or wait for the price to drop?
8) With yields higher these days, Iâm thinking about using my dividends and income to live on like my dad did. You've mentioned you donât think this is an optimal approach. Why?
9) I have a business idea that involves selling stuff to the antisemites on college campuses. Iâm a Zionist but wouldnât mind taking their money. Is that wrong?
10) With a terrible geopolitical and economic outlook, doesnât it concern you to be an investor?
11) The countryâs debt burden is crippling. Does this worry you? Why or why not?
12) Housing prices are astronomical. Should I help my kids buy a house?
13) As a recent college graduate am I screwed? Inflation is high, rates are high, home prices are high. Do I have any chance of making it financially?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes âIN FOCUSâ to explore more advanced wealth planning topics.
Today, we will discuss âUnraveling the Challenges in Estate Planning: Navigating Copyright Law and Preserving Creator Intentâ featuring Marc Misthal and Michelle Yeung both of Offit Kurman based in New York City.
This weekâs episode show will cover ways to guide your creator clients to protect their estate plans through the lens of the Copyright Act termination rights. One of the goals of the Copyright Act of 1976 was to protect artists and creators from the avaricious entertainment and publishing industries. In doing so, it also created the unintended consequence of forced heirship. The Copyright Act allows creators to terminate any inter vivos transfers of copyright and reclaim ownership of their copyright 35 years after the date of transfer (which was repeated when copyright terms were extended in 1998). If the creator does not exercise their right while alive, then it is inheritable by their âstatutory heirs,â giving them the ability to undo or spoil the creatorâs estate plans.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. âItâs not a vacation. Itâs a lifestyle!â
2. ParkBridge Turns Two: Reflections On Being a Business Owner
3. âNo Pain, No Gain!â
4. How much should one spend on new clothes for a Passover program?
5. How much should I spend on afikoman presents for my kids?
6. What financial advice would you give to someone in their 60s?
7. My sister and I are around the same age, but our portfolios have very different allocations. Should this be concerning?
8. What's backyard risk?
9. What financial advice would you give to someone in their 70s and beyond?
10.Are there any legitimate non-scam-like way to approach day trading as my new full time gig while helping care for my mother?
11.Iâm looking to tax efficiently and give money to charity. Any ideas on how I do that?
12.Iâm 74. Can I still make contributions to my IRA even though Iâm taking RMDs?
13. My great granddad owned land in Oklahoma. Iâm being solicited to sell mineral rights in this land to companies looking to buy them. What should I do?
Stay connected:
1) Questions? Comments? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) WATCH my daily financial planning videos: Instagram | X | YouTube | LinkedIn
Hosted on Acast. See acast.com/privacy for more information.
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Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes âIN FOCUSâ to explore more advanced wealth planning topics.
Today, we will discuss âHot Topics in NYS/NYC Residency and Personal Income Taxesâ featuring Timothy P. Noonan, Partner - Tax Residency Practice Leader, Hodgson Russ LLP based in Buffalo and New York City.
This weekâs episode show will provide an update on New Yorkâs continued and aggressive residency audit program. Topics will include: An analysis of major issues in New Yorkâs post Covid residency audits, an update on the âConvenience of the Employer Ruleâ audits and litigation, and a review of residency audit and planning strategies.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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