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Plan Ahead to Protect Your Assets
August 6, 2019
… will help protect your assets tomorrow. Panelists Martin M. Shenkman, CPA, MBA, PFS, AEP, JD Founder, Shenkman Law Ann Koerner, RN, BSN, CRRN President and …
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Estate Planning Everyone Needs Now : Updating Important Documents in 2020, and Using Charitable Trusts as IRA Beneficiaries
September 2, 2020
… as a beneficiary of an IRA. Featured presenters: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD Founder, Shenkman Law Jonathan Blattmachr Principal, Pioneer …
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How to Plan for 2021 Estate and Income Tax Changes
March 10, 2021
… new Administration? In this webinar, guest panelist Martin Shenkman, CPA, MBA, JD, tax expert, author and founder of Shenkman Law, will lead a discussion on potential changes …
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Managing Finances, Estate Plans and More during Uncertain Times: Part II
May 8, 2020
… Editor's Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private … vary by state and are subject to constant change. Martin M. Shenkman, CPA, MBA, PFS, AEP, JD …
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Managing Finances, Estate Plans and More during Uncertain Times: Part I
May 6, 2020
… Editor's Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private … vary by state and are subject to constant change. Martin M. Shenkman, CPA, MBA, PFS, AEP, JD …
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Managing Finances, Estate Plans and More during Uncertain Times: Part III
May 11, 2020
… Editor's Note: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD, is an attorney in private … vary by state and are subject to constant change. Martin M. Shenkman, CPA, MBA, PFS, AEP, JD …