Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”
Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”
Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”
This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will discuss “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” featuring Jay J. Scharf, Esq., LL.M, Partner, McDermott Will & Emery LLP and John S. Kiely, Esq. LLM, Counsel, McDermott Will & Emery LLP.
Today’s show will provide an overview of the federal estate, gift and generation-skipping transfer tax system and timely strategies to maximize the use of the exemptions. It will also discuss the current federal transfer tax landscape and legislative proposals, as well as cover important planning opportunities and reporting requirements that advisors to high-net-worth individuals and families must take into account.
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From The Podcast
Jonathan On Money
Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures Hosted on Acast. See acast.com/privacy for more information.Join Podchaser to...
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