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. Stay connected:1) Questions? Comments? Reach out to [email protected]) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter 3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars  4) Click to follow/connect: Instagram | X | YouTube | LinkedIn   Hosted on Acast. See acast.com/privacy for more information.

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