Newton Knowledge Podcast

Newton One, LLC
  • 5.0 (4)
  • INVESTING
  • UPDATED MONTHLY

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.

  1. 12/11/2025

    Rich Carroll – Unlocking Enterprise Value

    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.

    22 min

  2. 11/27/2025

    Exceptional Risk Advisors - Insuring NIL Contracts

    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.

    29 min

  3. 10/24/2025

    Adam Sendzischew - Premium Financing Life Insurance Solutions

    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.

    34 min

  4. 09/25/2025

    Brian Sharkey and Dan Cornell - Benefits of Gifting Private Company Ownership Interests

    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.

    24 min

  5. 08/08/2025

    Emmanuel (Manny) Fournaris and Constantine Fournaris - Business Succession Planning

    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.

    31 min

  6. 07/18/2025

    Patrick Conner - Estate, Business Succession and Tax Planning

    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.

    29 min

  7. 06/18/2025

    Josh Caron - Legislative Update

    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).

    27 min

  8. 05/16/2025

    Marty Babitz - Hoensheid V. U.S. Tax Court Ruling

    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.

    38 min
See All (47)

Ratings & Reviews

5
out of 5
4 Ratings

About

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.

Information

  • Creator
    Newton One, LLC
  • Years Active
    2021 - 2025
  • Episodes
    47
  • Rating
    Clean
  • Copyright
    © Copyright 2020 All rights reserved.
  • Show Website
    Newton Knowledge Podcast