Newton Knowledge

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.

Join Newton One Advisors (Mark Singer and Steve Target) and Michael Gordon, Trusts and Estate Planning Attorney and Director at Gordon, Fournaris & Mammarella, for an insightful discussion on trust modernization. Discover the compelling reasons for considering trust updates and explore the common changes observed in this evolving landscape.

Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Smith, Trusts and Estate Planning Attorney and Partner at McCollom, D'Emilio, Smith, Uebler, as they discuss strategic planning of irrevocable trust structuring. Discover how proactive and deliberate preparation safeguards assets from potential claims during divorce proceedings.

Join Newton One Advisors (Steve Target and Mark Singer) and their internal support team, Amy Mister, Director of Underwriting, and Brittany Vavala, Lead Client Specialist, as they discuss the art and science behind underwriting and the importance of policy reviews. 

Join Newton One Advisors (Mark Singer and Stephen Target) and Michael Francisco, Vice President of Investments at SSG Executive Advisory Group of Raymond James, and Colin Devlin, Partner and Business/Estate Planning Attorney at Lex Nova Law as they share insights on pre and post planning considerations for selling a privately held business. Discover how proactive planning can optimize the transaction outcome and secure funds for effective estate planning and future business endeavors. Remember, business planning is an ongoing journey where the focus evolves but the strategic vision remains constant.

Join Newton One Advisors (Mark Singer and Steve Target) and Tami Barraclough and Courtney Russell, M Financials' Executive Disability Insurance Directors, as they discuss the group disability insurance marketplace and how Executive Disability Insurance Programs compliment current benefit portfolios in a turnkey manner. Tune in to find out what is actually protected under employer sponsored plans, what's at risk and what contractual features are becoming noticeably concerning from a holistic financial wellness planning standpoint. With top talent being an organization's most valuable asset; recruitment, rewarding and retention has never been more valuable.

Join Newton One Advisors (Mark Singer and Stephen Target) and Kyle Davis, Sr. Director and Actuary with The M Financial Group, as they dive into pricing of life insurance policies, options for guarantees and factors to consider when structuring and placing a policy.  

Join Newton One Advisors (Mark Singer and Stephen Target) and Brendan Flatow, Managing Partner at Evergreen Settlements, for a discussion on life settlements. Gain valuable insights into the nature of the business and what the future holds for this ever-growing marketplace.

Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the importance of Trust situs. They'll be discussing an article co-written by Bradley Terebelo, Partner at Heckscher, Teillon, Terrill & Sager, P.C.

Join Newton One Advisors (Mark Singer and Stephen Target) and Coach Ted Rath, Vice President of Player Performance for the Philadelphia Eagles, as they discuss motivating high achievers, fostering positive culture and drawing parallels between successful sports franchises and businesses.

Join Newton One Advisors (Mark Singer and Stephen Target) as they reconnect with Colin Devlin, Partner at Lex Nova Law, to discuss the implications of the Supreme Court Ruling in Connelly V. United States on buy sell planning and estate planning valuations.  

Join Newton One Advisors (Mark Singer and Stephen Target) and Jason Early, Founder of RISR, business insights platform that enables better advice, as they discuss the companies' unique ability to capture and analyze data allowing owners and their advisors to better understand the business. 

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.

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.

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.  

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”.

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. 

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. 

Join Newton One (Steve Target and Mark Singer) and Erik Reynolds, M Financials' National Sales Practice Leader for Long Term Care (LTC), as they discuss the development of LTC solutions over the years and the history of the LTC Premium Tax being proposed in states across the nation.

Join Newton One (Steve Target and Mark Singer) and David Neufeld, Tax and Estate Planning Attorney with Flaster Greenberg, as they discuss important and often misunderstood considerations regarding how a residency change (international and domestic) may impact income and estate taxes, along with potential challenges if the correct procedures are not followed.   

Join Newton One (Mark Singer) and Daniel Valentino, Senior CPA with Fenstermacher and Company, as they discuss the unique estate planning advantages the state of Delaware provides, certain tax planning concepts that are resurfacing due to our current economic status and legislative proposals to be mindful of.     

Join Newton One (Steve Target and Mark Singer), Julia Brines with Haefele Flanagan and Dan Caramanico, CEO of Caramanico Maguire, as they discuss their approaches and processes to cultivate valued relationships with professionals that complement their own firm's specializations.  Recorded live at the Union League of Philadelphia, this discussion provides valuable resources related to the importance of collaboration.

Join Newton One (Steve Target and Mark Singer), Scott Radcliffe with Engle-Hambright & Davies (EHD) and Scott Burky with The High Center, as they discuss the importance of privately held and family-owned businesses. Hear how the High Center helps their members thrive for multiple generations through various partner programs and proactive planning and how Newton One and EHD work with a variety of businesses providing creative insurance solutions.

Join Newton One (Steve Target and Mark Singer) and Director of Business Development with Kamelot Auction House, Tim Zeigler,  as they discuss the auction and appraisal process. Learn about the unique marketplace and how the industry has changed post pandemic.

Join Newton One (Mark Singer) and Barry Church, 9 year NFL Alum with the Cowboys and Jaguars, as they discuss imperative planning that should take place before, during and after an NFL career.  

Join Newton One (Steve Target and Mark Singer) and Bill Dugdale, Private Wealth Advisor at AB Bernstein, as they discuss the creation, premise and uniqueness of GRIT Talks, a Delaware based networking event that features local leaders answering seven questions in twenty minutes. The structure, people and rawness of this production fortifies the exponential growth of this gathering. Failure is inevitable, but what you do with it, determines your success story.

Join Newton One (Mark Singer) and Brian Travers, Senior Private Client Advisor for Brown & Brown's private client team for a discussion about insuring unique assets, liabilities, and risk mitigation tactics for affluent clientele.

Join Newton One (Steve Target and Mark Singer) and John McLeod, CEO and founder of PMP Solutions, a firm helping closely held business owners grow their EBITDA and plan for a successful exit. John reviews why it's imperative to select the right team when guiding business owners through the critical operational, professional, personal, and family decisions they must make to improve business value today and achieve exit success tomorrow.  

Join Newton One (Steve Target and Mark Singer) and their internal support team, Amy Mister, Director of Underwriting, and Brittany Vavala, Lead Client Specialist, as they discuss the importance of policy reviews and what that process looks like for their valued clients and Partners of the Firm. 

Join Newton One (Steve Target and Mark Singer) and Morgan Scott, Head of M Financials' Advanced Sales Team for a discussion about Intergenerational Split Dollar and the considerations and risks to be aware of when involved in such planning techniques. We also dive into some of the changes that have taken place concerning this type of planning due to the clarifications and court decisions made from the Morrissette, Cahill and Levine cases.    

Join Steve Target and Mark Singer from Newton One Advisors and Joanne Gagnon from Pacific Life for a discussion about “The Great Resignation, The Great Renegotiation or the Great Migration - Current Strategies to Recruit, Reward and Retain Employees”. This Podcast will review the Non-Qualified Executive Benefit Market and would be valuable to advisors working with companies to structure benefit plans as well as company executives interested in creative planning strategies for their valuable employees.

Join Newton One (Steve Target and Mark Singer) and Ashley Sawyer, Partner at Loeb & Loeb for a discussion referencing an article that Ashley co-authored with Mary Ann Mancini, titled Life Insurance Mistakes That Keep Attorneys Up at Night, distributed via FINSECA. Ashley focuses her practice on tax-efficient planning for wealthy individuals, families, and business executives. She advises on legacy planning for younger generations, estate, gift, and generation skipping techniques. She also counsels exempt organizations, including charitable trusts, private foundations and public charities on matters involving tax-exempt status and navigating governance issues.

Join Newton One (Steve Target and Mark Singer) and Rick Jaye, Managing Director Business Transition Advisors (BTA - specializes in the design and implementation of Employee Stock Ownership Plans) for a discussion about ESOPs and the often-overlooked importance about funding repurchase obligations. Rick's extensive experience with ESOPs will provide a comprehensive explanation of the pros and cons of ESOPs, who should and who shouldn't consider an ESOP and a comparison to other options for companies to consider.  Newton One has developed a unique solution to the effective funding of future ESOP repurchase obligations utilizing life insurance products, which is discussed and reviewed.  

Newton One focuses on sophisticated wealth transfer and preservation for ultra-affluent clientele through the implementation of innovative life insurance vehicles. However, circumstances change and due to a variety of reasons there may be opportunities to evaluate the long term viability and purpose of an existing life insurance policy.  Join us for a discussion on how Tama Klosek, Managing Partner at Treyled Life Settlements and her experienced team can assist in determining whether a life insurance policy is no longer practical, and how to successfully engage the life settlement marketplace.  

Join Newton One's Steve Target and Mark Singer as they have an entertaining and informative discussion with David Lenok, Senior Editor from Wealthmanagement.com focused on David's article – Ten Estate Planning Lessons From HBO's "Succession".  While viewers of this TV series may feel that the topics and applications of succession and estate planning presented by the Roy family are out of touch with reality, there are a number of opportunities to take away “lessons” for many families regarding their own estate planning exercises. Listen to this podcast to gather some planning tips that can be applied to a wide range of scenarios.

With top talent being an organization's most valuable asset; recruitment, rewarding and retention has never been more valuable. Newton One speaks with Erik Reynolds from M Financial to discuss the importance of adequate income protection for all, and how Executive Disability Insurance programs compliment current benefits portfolio, providing significant value for employers, employees and executives in this competitive business landscape.

Newton One speaks with Mark Lingerfield from MPI to explore the important estate and business succession topics of Valuations and Forensic Accounting.  Be sure to tune in to learn about the current environment for this critical business as the landscape for estate and business successions is rapidly changing.  Understanding the importance of teaming with professional and experienced advisors is critical. 

Private Placement Life Insurance (PPLI) can offer significant tax favored growth advantages for certain individuals and companies.  As we anticipate increased tax rates, an understanding of this product is important.  Join Newton One and Mark McCullough for an in depth analysis and opportunities available.

Join Newton One and Erik Eklund for a discussion about current opportunities for advanced insurance and estate planning due to recent changes, likely upcoming changes and the current economic environment.  Hear how there may be some unique strategies that can be implemented now that offer potentially significant advantages to certain types of individuals and families. 

Thomas Hollinger, President and CEO of Newton One Advisors, LLC has more than 40 years of experience in the financial services industry. Tom and his firm specialize in non-qualified retirement plans, executive benefits and estate and wealth transfer planning.