『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. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Dave Reynolds – PPLI and PPVA Planning

    Dave Reynolds – PPLI and PPVA Planning
    2026/06/22

    Join Newton One Advisors (Mark Singer and Steve Target) and Dave Reynolds, Chief Marketing Officer at Spearhead Administrative Services, as they discuss the optimization of Private Placement Life Insurance (PPLI) planning. Learn key considerations that enhance the efficiency of this essential part of estate planning, and how PPLI can facilitate the deferral and, in some cases, the elimination of income taxation.

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    23 分
  • George Riter – GRATs and the Elcan v. Commissioner Case

    George Riter – GRATs and the Elcan v. Commissioner Case
    2026/05/21

    Join Newton One Advisors (Mark Singer and Steve Target) and George Riter, Senior Partner at Timoney Knox, as they examine the early stages of Elcan v. Commissioner. Learn how GRATs assist with wealth transfer and potential adjustments and additional scrutiny if the IRS prevails.
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    24 分
  • Jennifer Fox - Legislative Update

    Jennifer Fox - Legislative Update
    2026/04/30

    Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Fox, VP of Federal and Political Affairs of Finseca, for a comprehensive legislative update on the everchanging and dynamic landscape of Washington. Stay informed on the latest developments shaping our future (Recorded April 21st, 2026).

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    20 分
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