Join Newton One Advisors (Mark Singer and Steve Target) and Rich Carroll, Principal and Co-Founder of Maximus Partners, as they explore the significance of pristine historical accounting and the power of forward looking financial forecasting and budgeting. This discussion will highlight how these practices directly impact the successful and lucrative sale of privately held businesses.

Join Newton One Advisors (Mark Singer) and Exceptional Risk Advisors (Chris Lack, Sean Callaghan, and Tim Smith) for a discussion on the evolving landscape of income protection planning for collegiate athletes and their NIL contracts.

Join Newton One Advisors (Mark Singer and Steve Target) and Adam Sendzischew, Principal of Jones Lowry, as they delve into the intricacies of premium financing life insurance solutions for affluent families. Learn why partnering with an experienced consultant that specializes in this governed process is imperative for all parties.

Newton One Advisors (Mark Singer and Steve Target) engage in discussion with Brian Sharkey and Dan Cornell, Directors at Kreischer Miller, about the benefits of gifting private company ownership interests. They review the intricate challenges privately held business owners face concerning federal taxation and how thoughtful planning techniques can provide unique opportunities in maximizing estate tax savings, preserving family wealth and financial security.

Newton One Advisors (Mark Singer, Steve Target, and Tom Hollinger) are joined by Emmanuel (Manny) Fournaris, Director/Co-founder of Gordon, Fournaris & Mammerela, and his son Constantine Fournaris, Associate at the Firm, to explore the significance of business succession planning. The discussion delves into the evolving landscape of transitions over the years and essential proactive strategies that pave the way for generational wealth creation.

Join Newton One Advisors (Mark Singer and Steve Target) and Patrick Conner from Husch Blackwell's Private Wealth Group as they delve into estate, business succession and tax planning strategies. Gain insights on navigating the uncertain economic landscape and evolving legislation.

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).

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.