Bob Finnegan - The GRAT Enhancement Strategy

Newton Knowledge Podcast
14/12/2023 29 min Episodio 25
Bob Finnegan - The GRAT Enhancement Strategy

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Episode Synopsis

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”.

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