28 episodes

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.

Newton Knowledge Newton One, LLC

    • Business

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.

    Colleen Boyle and Samantha Anderson - Estate Planning for Fine Art and Collectibles

    Colleen Boyle and Samantha Anderson - Estate Planning for Fine Art and Collectibles

    Join Newton One Advisors (Mark Singer) at the Delaware Art Museum for an insightful discussion on proactive estate planning for fine art and collectibles. This episode features industry experts Colleen Boyle, Managing Director, Head of Business Development and Philanthropic Strategy with The Fine Art Group and Samantha Anderson, Art Law Practice Attorney with Patterson Belknap Webb & Tyler LLP.

    • 27 min
    Todd Flubacher - Letting Go of the Dead Hand

    Todd Flubacher - Letting Go of the Dead Hand

    Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the fascinating topic of Trusts and their impact on beneficiaries for generations to come. They’ll be discussing an article co-written by Todd Flubacher, Partner at Morris, Nichols, Arsht & Tunnell.

    • 34 min
    Steve Raymond - M&A Transaction Considerations

    Steve Raymond - M&A Transaction Considerations

    Join Newton One (Steve Target and Mark Singer) and Steve Raymond, Managing Director at DAK, as they discuss the M&A marketplace and planning considerations for business owners interested in selling.  

    • 22 min
    Bob Finnegan - The GRAT Enhancement Strategy

    Bob Finnegan - The GRAT Enhancement Strategy

    Join Newton One (Steve Target and Mark Singer) and Bob Finnegan, M Financials’ VP of Advanced Planning as they explore a unique planning opportunity to enhance the tax efficiencies of estate planning for ultra-high net worth families known as “The GRAT Enhancement Strategy”.

    • 29 min
    Colin Devlin – Why Business Owners and their Advisors Should Review Their Buy-Sell Agreements

    Colin Devlin – Why Business Owners and their Advisors Should Review Their Buy-Sell Agreements

    Join Newton One (Steve Target and Mark Singer) and Colin Devlin, Partner at Lex Nova Law, as they discuss buy-sell structures, funding mechanisms and the importance of annual reviews. They review the Thomas Connelly v. United States case and pinpoint some of the pitfalls that may have been avoided through proper planning. 

    • 22 min
    Emily Skyrm - Estate Preservation and Legacy Planning

    Emily Skyrm - Estate Preservation and Legacy Planning

    Join Newton One (Steve Target and Mark Singer) and Emily Skyrm, PNC Private Bank, as they discuss future estate tax considerations and planning techniques to preserve wealth on a multigenerational basis, including the “sunset” of The Tax Cuts and Jobs Act of 2017. 

    • 20 min

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