Tax Planning Series
Estate Tax Planning after the 2022 Election
Jonathan is a principal at Pioneer Wealth Partners,Editor In Chief at Interactive Legal, and Director of Estate Planning at Peak Trust Company.
Martin Shenkman CPA, MBA, PFS, AEP, JD
Martin is in private practice in New York City, concentrating on estate and closely held business planning, tax planning and estate administration.
December 6, 2022
“Be careful out there.” This is a quote from Martin Shenkman, CPA, MBA, PFS, AEP, JD, a private practice attorney in New York City and one of the guests on today’s episode. Our other guest is Jonathan Battmacher, a principal at Pioneer Wealth partners, Editor In Chief at Interactive Legal, and Director of Estate Planning at Peak Trust Company. Today, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guests have a discussion on Year End Tax Planning after the 2022 Elections. The episode starts with the question “Do we actually know more after the election” and moves on to trust and estate related proposals, the economic impact planning can have on people’s lives, who is caught by the Corporate Transparency Act and examples from specific cases. Listen in so you aren’t caught off guard.