Newton Knowledge
Newton Knowledge
Newton One, LLC
Bob Finnegan - The GRAT Enhancement Strategy
29 minutes Posted Dec 15, 2023 at 12:45 am.
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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”.