Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.
Jonathan On Money explores various timely topics in personal finance and its intersection with Jewish life. Join Jonathan I. Shenkman, President & Chief Investment Officer of ParkBridge Wealth Management as he covers topics in investing, behavioral finance, estate planning, financial planning, taxes, insurance and more. Each show is packed with practical and actionable information.
A must listen for all investors (especially Jewish ones) looking to be more intentional with their money. Also a great source of content for practitioners in the field of wealth management. This includes trust & estate attorneys, accountants, tax advisors, financial planners, insurance professionals, trust officers, and portfolio managers.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. “ParkBridge Wealth Management” is not affiliated with Kestra IS or Kestra AS. https://www.kestrafinancial.com/disclosures
Hosted on Acast. See acast.com/privacy for more information.
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 will go IN FOCUS where we will cover more advanced wealth planning topics.
Today, we are joined by Matthew E. Rappaport, Esq., LL.M. of Falcon Rappaport & Berkman LLP based in Long Island, New York. Matthew will be discussing “Tax Issues with Distressed Real Estate.”
By way of background, this timely discussion will provide a comprehensive overview of distressed real estate transactions, focusing on their tax implications and strategic considerations. Key topics that will be covered include debt restructuring and the tax treatment of foreclosures, sales, and deed-in-lieu transactions. Matt will also explore how bankruptcy, solvency/insolvency, and receiverships affect the tax treatment of various distressed real estate transactions. Additionally, Matthew will highlight the application of §1031 exchanges in distressed real estate, assessing their feasibility based on various factors.
***UPCOMING LIVE WEBINAR: on Thursday, September 18th @ 8:30am (New York time) featuring Bruce D. Steiner, Esq., LL.M., Of Counsel at Kleinberg, Kaplan, Wolff & Cohen, P.C. based in New York City. Bruce will be speaking on “Snowbird Domicile and Choice Of Law.” Register here: https://us02web.zoom.us/webinar/register/WN_rQszYJ7sQeqHiaP6EsLU2A***
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