This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas: Ensuring Your Clients Make the Right Moves Before Year-End” featuring:
Jonathan I. Shenkman, AIF®, President & CIO, ParkBridge Wealth Management
Today’s show will cover a variety of financial planning topics related to year-end planning. This includes timely strategies on investments, gifting, income tax planning, year-end estate planning in light of the sunset of the Tax Cuts and Jobs Act, ideas for a high interest rate environment and more.
This is a program I gave to an audience of accountants, attorneys, wealth advisors, and high net worth investors. So, at times I get a bit in the weeds on some esoteric topics, However, there should be plenty of information here that’s of interest for all listeners.
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