Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
This week, we go IN FOCUS where we explore more advanced wealth planning topics.
Today, we are joined by Matthew E. Rappaport from Falcon Rappaport & Berkman LLP based in New York City. Matt will be discussing “Tax Issue Spotting for Non-Tax Lawyers.”
By way of background, tax issues can arise in virtually any legal matter, even when tax law isn't the primary focus. Mathew will share practical points specifically for non-tax lawyers, highlighting the tax considerations that frequently surface in corporate transactions, real estate deals, trusts and estates matters, employment issues, and commercial litigation. He’ll explore common red flags, when to involve tax counsel, and how early issue spotting can help avoid costly mistakes and create better outcomes for clients.
…and with that introduction I will now turn the floor over to Matt.
***UPCOMING LIVE FALL WEBINAR: My next webinar is on Thursday, November 5th @ 8:30am on “The Professional’s Guide to ABLE Accounts” featuring Amy O’Hara, from Littman Krooks based in Westchester, NY.. You can register here: https://us02web.zoom.us/webinar/register/WN_FLCe81T_RIC52p6ON9Lrrw***
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