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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.
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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 …
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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 ove…
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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 t…
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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.…
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Episode 71: From Mayo’s Final to GAA’s Biggest Talking Points In this special episode of the GAA Zone Podcast, we welcome Chloe Lynch, the talented writer who covers all things Mayo GAA. Chloe joins us to break down the Division 1 Football Final, where Mayo fell short against Kerry at Croke Park. We discuss what went wrong for Mayo, the key turning…
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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.…
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GAA Zone Podcast Episode 70: Graeme Mulcahy GAA Zone Podcast - Episode 70: Graeme Mulcahy Guest: Former Limerick senior hurler Graeme Mulcahy In this episode of the GAA Zone Podcast, we welcome Limerick legend Graeme Mulcahy. A key figure in Limerick’s hurling revolution, Mulcahy reflects on his remarkable inter-county career, the highs of winning …
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GAA Zone Podcast Episode 69: Michael McGeehin GAA Zone Podcast - Episode 69 Guest: Michael McGeehin In Episode 69 of the GAA Zone Podcast, we are joined by Michael McGeehin, the Director of Coaching at Sport Ireland. Michael has vast experience in GAA coaching, having worked with county teams such as Clare, Mayo, Fermanagh, Donegal, Limerick, and L…
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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. Discove…
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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 a…
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Episode 68: Club Championship Special 2024 Guest: Matthew Hurley, The Gaelic Stats Man In this special episode of The GAA Zone Podcast, we delve into the 2024 GAA Club Championships, spotlighting the most thrilling moments, unexpected upsets, and emerging stars from across Ireland. Host Ronan Scott sits down with the Gaelic Stats Man himself, Matth…
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GAA Zone Podcast Episode 67: The Future of Hurling—Building a Nationwide Game In this episode, we welcome special guest, former Tyrone senior hurling goalkeeper John Devlin, to discuss the challenges and opportunities in expanding hurling across Ireland. From his experiences in Tyrone, John shares insights on the sport’s development in non-traditio…
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In this exciting episode, we sit down with the legendary Keith Higgins, one of Mayo's finest GAA stars! Keith reflects on his incredible career, and his experience playing both football and hurling at the highest levels and shares insights on life after inter-county action. All-Ireland champions Glen were frightened in their Derry SFC quarter-final…
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GAA Zone Podcast - Episode 65: Mayo Season In this episode, we dive deep into the heart of Mayo GAA! Join us for Episode 65 of the GAA Zone Podcast as we take a comprehensive look at Mayo's GAA season. We’re excited to welcome our special guest, Chloe Lynch, the talented writer who covers Mayo GAA for the GAA Zone. Chloe shares her insights, analys…
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Welcome to Episode 64 of the GAA Zone Podcast! In this episode, we're joined by Karl McKeegan, who shares his insights on the latest developments in the GAA world. We discuss the hunt for Henry Shefflin's successor as Galway Senior Hurling manager, a role that's been the centre of much speculation since Shefflin's departure after a challenging fina…
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Join us for an exhilarating episode of the GAA Zone Podcast as we gear up for the highly anticipated All Ireland Football Final 2024! In Episode 62, our expert panel dives deep into the thrilling match-up. We start with a comprehensive analysis of both teams' journey to reach this pinnacle. Guests include former players and seasoned analysts who sh…
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The GAA Zone Podcast Episode 61 focuses on the preview of the 2024 All-Ireland Senior Hurling Championship final between Clare and Cork. This highly anticipated match sees Clare and Cork. Clare, run by manager Brian Lohan, aims to secure their fifth All-Ireland title. Their last win was in 2013, and they have shown remarkable form this season. Basi…
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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.By Newton One, LLC
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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 At…
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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.…
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Join us on the GAA Zone Podcast as we delve into theheart-stopping action of the All-Ireland football semi-finals of 2023! Our specialista panel of Gaelic football enthusiasts breaks down the thrilling matches thattook place, providing insightful analysis, standout performances, and tactical manoeuvresthat determined the finalists. It is hosted by …
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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 no…
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Welcome to another exciting episode of the GAA Zone Podcast! In this episode, we delve into the remarkable journey of Gaelic games legend Roisín McCafferty. Join us as we explore her inspiring story of passion, determination, and triumph. As we unravel the captivating details of Roisín's career, we gain valuable insights into the world of Gaelic ga…
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Welcome to the GAA Zone podcast on Anchor FM! In Episode 56, we fall deep into the thrilling world of Gaelic football. Join us as we focus on an upcoming clash that implies intense competition and captivating action. In this episode, titled "Westmeath Aim to Raid Orchard and Send Saffrons Packing," we look at an exciting match on the horizon. Our e…
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Welcome to a special episode of the GAA Zone podcast! Inthis instalment, we have the privilege of sitting down with the incredibleWayne McNamara, a prominent figure in the world of the Gaelic Athletic Association.Join us as we delve into Wayne's remarkable journey, from his noteworthy careeras a player to his invaluable contributions as a pundit. W…
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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 pro…
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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 a…
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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 exp…
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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 de…
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