『Newton Knowledge Podcast』のカバーアート

Newton Knowledge Podcast

Newton Knowledge Podcast

著者： Newton One LLC
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 The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.Copyright 2020 All rights reserved.
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  • Josh Caron - Legislative Update

    Josh Caron - Legislative Update
    2025/06/18

    Join Newton One Advisors (Mark Singer and Steve Target) and Josh Caron, Vice President of Government Relations at M Financial, for a comprehensive legislative update on the dynamic landscape in Washington. Stay informed on the latest developments shaping our future (Recorded June 10th, 2025).

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    27 分
  • Marty Babitz - Hoensheid V. U.S. Tax Court Ruling

    Marty Babitz - Hoensheid V. U.S. Tax Court Ruling
    2025/05/16

    Join Newton One Advisors (Mark Singer and Stephen Target) and Marty Babitz, Family Wealth Strategist for BNY Mellon Wealth Management, as they delve into the U.S. Tax Court Ruling on the Hoensheid v. Commissioner case. The discussion focuses on the tax implications of donating appreciated stock in a closely held corporation to charity just before the company's sale.
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    38 分
  • Michael Gordon – Modernization and Modification of Trusts

    Michael Gordon – Modernization and Modification of Trusts
    2025/04/11

    Join Newton One Advisors (Mark Singer and Steve Target) and Michael Gordon, Trusts and Estate Planning Attorney and Director at Gordon, Fournaris & Mammarella, for an insightful discussion on trust modernization. Discover the compelling reasons for considering trust updates and explore the common changes observed in this evolving landscape.
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    36 分

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