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 cover more advanced wealth planning topics.

Today, we are joined by Timothy Noonan a Partner at the law firm Hodgson Russ based in Buffalo and New York City. Tim will be discussing “Hot Topics in NY Tax Audits and Enforcement.”

While lots of questions remain at the federal level about what will happen with tax enforcement, there is no question that the New York State Department of Taxation and Finance has not skipped a step. The state is as aggressive as ever, and is stepping-up enforcement in all areas, including personal taxes and residency, sales taxes, and corporate taxes. In this episode, Tim will review the latest hot topics in the New York tax area and give a quick overview of new tax legislation that will be enacted as part of the state’s 2025 budget.

***UPCOMING LIVE WEBINAR: On Tuesday, May 20th @ 8:30am (New York time) featuring John S. Kiely of the law firm McDermott Will & Emery based in New York City. John will be speaking on “The IRS Issues Final Regulations on Gifts and Bequests from Covered Expatriates.” Register here: https://us02web.zoom.us/webinar/register/WN_7qt36Oc3TGGJ9i4ZpwpvtA ***

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.