Newton Knowledge Podcast

Join Newton One Advisors (Mark Singer and Steve Target) and Dave Reynolds, Chief Marketing Officer at Spearhead Administrative Services, as they discuss the optimization of Private Placement Life Insurance (PPLI) planning. Learn key considerations that enhance the efficiency of this essential part of estate planning, and how PPLI can facilitate the deferral and, in some cases, the elimination of i...

Join Newton One Advisors (Mark Singer and Steve Target) and George Riter, Senior Partner at Timoney Knox, as they examine the early stages of Elcan v. Commissioner. Learn how GRATs assist with wealth transfer and potential adjustments and additional scrutiny if the IRS prevails.

Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Fox, VP of Federal and Political Affairs of Finseca, for a comprehensive legislative update on the everchanging and dynamic landscape of Washington. Stay informed on the latest developments shaping our future (Recorded April 21st, 2026). 

Join Newton One Advisors (Mark Singer and Steve Target) and Curtis Golkow, Founder of Golkow Business Law, as they review essential preparation for business owners regarding succession planning. Their discussion will cover key considerations for implementation of a successful transaction to a third party, current management or key employees, and in some cases, family members.

Join Newton One Advisors (Mark Singer and Steve Target) and David Warren, Co-Founder and Chairman of Bridgeford Trust Company, as they discuss the significance of trust planning and situs. They emphasize the importance of direction, control, and the fiduciary responsibilities of the advisors and trustees involved in this critical planning process.

Join Newton One Advisors (Mark Singer and Steve Target) and Rich Carroll, Principal and Co-Founder of Maximus Partners, as they explore the significance of pristine historical accounting and the power of forward looking financial forecasting and budgeting. This discussion will highlight how these practices directly impact the successful and lucrative sale of privately held businesses.

Join Newton One Advisors (Mark Singer) and Exceptional Risk Advisors (Chris Lack, Sean Callaghan, and Tim Smith) for a discussion on the evolving landscape of income protection planning for collegiate athletes and their NIL contracts.

Join Newton One Advisors (Mark Singer and Steve Target) and Adam Sendzischew, Principal of Jones Lowry, as they delve into the intricacies of premium financing life insurance solutions for affluent families. Learn why partnering with an experienced consultant that specializes in this governed process is imperative for all parties.

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 provide unique opportunities in maximizing estate...

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 over the years and essential proactive strategies...

Join Newton One Advisors (Mark Singer and Steve Target) and Patrick Conner from Husch Blackwell's Private Wealth Group as they delve into estate, business succession and tax planning strategies. Gain insights on navigating the uncertain economic landscape and evolving legislation.

Join Newton One Advisors (Mark Singer and Steve Target) and Josh Caron, Vice President of Government Relations at M Financial, for a comprehensive legislative update on the dynamic landscape in Washington. Stay informed on the latest developments shaping our future (Recorded June 10th, 2025). 

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 the company's sale.

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.

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.

Join Newton One Advisors (Steve Target and Mark Singer) and their internal support team, Amy Mister, Director of Underwriting, and Brittany Vavala, Lead Client Specialist, as they discuss the art and science behind underwriting and the importance of policy reviews. 

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. Discover how proactive planning can optimize the transact...

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 actually protected under employer sponsored plans,...

Join Newton One Advisors (Mark Singer and Stephen Target) and Kyle Davis, Sr. Director and Actuary with The M Financial Group, as they dive into pricing of life insurance policies, options for guarantees and factors to consider when structuring and placing a policy.  

Join Newton One Advisors (Mark Singer and Stephen Target) and Brendan Flatow, Managing Partner at Evergreen Settlements, for a discussion on life settlements. Gain valuable insights into the nature of the business and what the future holds for this ever-growing marketplace.

Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the importance of Trust situs. They'll be discussing an article co-written by Bradley Terebelo, Partner at Heckscher, Teillon, Terrill & Sager, P.C.

Join Newton One Advisors (Mark Singer and Stephen Target) and Coach Ted Rath, Vice President of Player Performance for the Philadelphia Eagles, as they discuss motivating high achievers, fostering positive culture and drawing parallels between successful sports franchises and businesses.

Join Newton One Advisors (Mark Singer and Stephen Target) as they reconnect with Colin Devlin, Partner at Lex Nova Law, to discuss the implications of the Supreme Court Ruling in Connelly V. United States on buy sell planning and estate planning valuations.  

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. 

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 Attorney with Patterson Belknap Webb & Tyler LLP...