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 discuss “The Latest and Greatest in Aggressive Tax Strategies” featuring Matthew E. Rappaport, Esq., LL.M., Vice Managing Partner, Falcon Rappaport & Berkman LLP.

Today’s show will cover a spectrum of available tax strategies and analyze whether a risk-friendly taxpayer can give them a shot or they ought to be on the no-fly list. We’ll discuss techniques such as the Employee Retention Tax Credit, conservation easement deals, inter-generational split-dollar life insurance, captive insurance, aggressive split-interest trust planning, solar energy deals, and exploratory oil and gas. By the end of the program, you’ll be better equipped to advise clients regarding these various tax-motivated transactions when they come up in the course of conversation.

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

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.