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6/28/2022: "Timely Estate Planning Strategies for Private Equity and Hedge Fund Executives" featuring Kevin Matz, Esq., CPA, LLM from ArentFox Schiff LLP hosted by Jonathan I. Shenkman, AIF®


6/16/2022: "The Impact of Divorce on Estate Planning And Wealth Management" featuring Nicole A. Kobis and Elizabeth Candido Petite, Esq. from Lindabury, McCormick, Estabrook & Cooper, P.C. hosted by Jonathan I. Shenkman, AIF®


6/9/2022: "Women & Wealth Panel Discussion: Estate, Tax, Philanthropic, and Elder Care Planning Considerations" featuring Janis Cowhey, Esq., Elizabeth Forspan, Esq.,

Ellen Smith Israelson, and Marianna Moliver, Esq. from Marcum, LLP, Forspan Klear LLP, Jewish Communal Fund, Moliver Law hosted by Jonathan I. Shenkman, AIF®


6/2/2022: "Social Security Benefits for Spouses" featuring Peter M. Weinbaum, JD from The Social Security Maven® hosted by Jonathan I. Shenkman, AIF®


5/19/2022: "The Gift of Qualified Small Business Stock (§1202)" featuring Andrew Katzenberg, Esq. LLM from DLA Piper LLP hosted by Jonathan I. Shenkman, AIF®


5/12/2022: “Estate planning for cryptocurrency and NFTs” featuring Lara M. Sass, Esq., AEP from Lara Sass & Associates, PLLC hosted by Jonathan I. Shenkman, AIF®

4/28/2022: “New York Tax Update, Post-Covid-19” featuring Timothy P. Noonan, Esq. from Hodgson Russ LLP hosted by Jonathan I. Shenkman, AIF®


4/7/2022 “Death, Divorce, and Assisted Reproductive Technology: Estate Planning and Family Law Considerations” Alexis L. Cirel Esq. Warshaw Burstein LLP Jonathan I. Shenkman, AIF®


3/31/2022 “Which Entity Structure Is Right for Your Client's Business?” Avi Sinensky, Esq. Rivkin Radler LLP Jonathan I. Shenkman, AIF®


3/10/2022 “Trusts & Estates Litigation: Business Law Considerations” Jeremy B. Stein, Esq. Hartmann Doherty Rosa Berman & Bulbulia, LLC Jonathan I. Shenkman, AIF®


3/3/2022 “Strategies for Handling an IRS Audit for Business Owners” Richard S. Kestenbaum, Esq. and Scott Kestenbaum, Esq. Kestenbaum & Mark LLP Jonathan I. Shenkman, AIF®


2/10/2022 “Estate Planning Misfires of the Rich and Famous: Philip and Helen Wrigley” Daniel J. Studin, Esq., LL.M. Morrison Cohen LLP Jonathan I. Shenkman, AIF®


2/3/2022 “Spotting Promoted Tax Shelters in the Real Estate World: Best Practices and What to Avoid” Matthew E. Rappaport, Esq., LL.M. Falcon Rappaport & Berkman PLLC Jonathan I. Shenkman, AIF®


1/18/2022 “CRTs: Planning Options for Clients with Existing CRTs” Evan Unzelman, President Sterling Foundation Management Jonathan I. Shenkman, AIF®



1/6/2022 “Estate Planning for 2022: What to advise clients after the tax rollercoaster in Washington” Martin M. Shenkman, Esq. Shenkman Law Jonathan I. Shenkman, AIF®


12/9/2021 “Top 10 Considerations Professionals Must Know When Assisting Families with Special Needs” Amy C. O'Hara, Esq. Littman Krooks LLP Jonathan I. Shenkman, AIF®


12/2/2021 “International Tax Planning in a Post-Pandemic World” Leo Parmegiani, CPA, MST and Christopher Migliaccio, Esq. PKF O'Connor Davies, LLP Jonathan I. Shenkman, AIF®


11/18/2021 “The State-Based Right of Publicity: An Overview of Estate Tax and Valuation Issues” Ladidas Lumpkins CPA, JD, LL.M. Prager Metis Jonathan I. Shenkman, AIF®


10/13/2021 “How to Plan for “Unequal” Inheritances and the Complicated and Divisive Issues that Arise with “Unequal” Inheritances?” Avi Z. Kestenbaum , Esq., LL.M. Meltzer, Lippe, Goldstein & Breitstone, LLP Jonathan I. Shenkman, AIF®


10/7/2021 “Tax Credits and Incentives to Benefit Growing Businesses” Barry Halpern, CPA and Mark B. Leaheey, CPA, CGMA, MSA Marcum LLP Jonathan I. Shenkman, AIF®


9/30/2021 “State Income Taxation of Trusts” Bruce D. Steiner, Esq. LL.M. Kleinberg, Kaplan, Wolff & Cohen, P.C. Jonathan I. Shenkman, AIF®


7/22/2021 “2021 Wealth Management Hot Topics: Actionable Insights on the Top Investment Themes of the Year” Jonathan I. Shenkman, AIF® Oppenheimer & Co. Inc. Jonathan I. Shenkman, AIF®


7/15/2021 "US immigration in the Time of Corona: An Update on U.S. Immigration” Steve Maggi, Esq. SMA Law Firm Jonathan I. Shenkman, AIF®


7/8/2021 “How to keep your clients out of IP trouble: Pitfalls to Avoid” Marc Misthal, Esq. Gottlieb, Rackman & Reisman, P.C. Jonathan I. Shenkman, AIF®


6/29/2021 “Pooled Plans: The 401(k) Plans You Didn’t Know Existed” Mark A. Cywin, QKA® Transamerica Jonathan I. Shenkman, AIF®


6/15/2021 “New York Real Estate Post Covid-19: Strategies & Perspective” Benjamin Blumenthal, Joseph Greene, Matthew E. Rappaport, Esq., LL.M., Michael Shapot, Esq., and Joshua Schlenger, Esq. Noah & Co., Continental Abstract LLC, Falcon Rappaport & Berkman PLLC, COMPASS, and Sheppard Mullin Jonathan I. Shenkman, AIF®


5/27/2021 “Tax and Estate Planning for the Modern Family– When the “Married with 2 Children” Box Doesn’t Fit” "Janis Cowhey, Esq. and Crystal Levy, Esq." Marcum LLP and Lassar & Cowhey LLP. Jonathan I. Shenkman, AIF®


5/20/2021 “Works of Art and Your Estate Plan” Andrew Katzenberg, Esq. LLM DLA Piper Jonathan I. Shenkman, AIF®


5/13/2021 “U.S. Estate and Gift Planning for Foreign Parents With U.S. Children” "Stanley Ruchelman, Esq. and Galia Antebi, LL.B., LL.M" Ruchelman PLLC Jonathan I. Shenkman, AIF®


4/29/2021 “Covid-19: New York Tax Hot Topics” Timothy P. Noonan, Esq. Hodgson Russ LLP Jonathan I. Shenkman, AIF®


4/22/2021 “Estate Planning Nuggets: Creative planning strategies for the rest of the year" "Jonathan G. Blattmachr, Esq.  and Martin M. Shenkman, Esq.  " "Director of Estate Planning, Peak Trust Company  and Shenkman Law " Jonathan I. Shenkman, AIF®


3/4/2021 “Business income of new Olim – Pitfalls and Risks” Boaz Feinberg Tadmor Levy & Co. Jonathan I. Shenkman, AIF®


2/25/2021 “State of the art market” Sherri Cohen, Esq. Bonhams Jonathan I. Shenkman, AIF®


2/18/2021 “Tales from the Crypt: Stories of Failed Estate Plans and Unfulfilled Desires” Steven B. Malech Esq. and Michael Clear, Esq. Wiggin and Dana LLP Jonathan I. Shenkman, AIF®


2/11/2021 “Foreign Ownership in US Residential Property – Tax Pitfalls and Structuring Solutions” Eli Akhavan, Esq. LLM Norton Rose Fulbright Jonathan I. Shenkman, AIF®


2/4/2021 “Important Medicaid and Elder Care Update: New Major Changes to New York’s Home Care Program!” Elizabeth Forspan, Esq. Forspan Klear LLP Jonathan I. Shenkman, AIF®


1/12/2021 “Estate planning in 2021: How the results of the Georgia Senate Runoff Election will impact planning in an uncertain year and other timely topics.” Kevin Matz, Esq. CPA, LLM and Shifra Herzberg, Esq. LLM "Stroock & Stroock & Lavan LLP" Jonathan I. Shenkman, AIF®


12/3/2020 “Tax Planning for Expatriation” Eli Akhavan, Esq. LLM Norton Rose Fulbright US LLP Jonathan I. Shenkman, AIF®


11/9/2020 “Federal Taxation With Proper Representation: A Primer on IRS Civil And Criminal Tax Controversy” Richard S. Kestenbaum, Esq. and Scott Kestenbaum, Esq. Kestenbaum & Mark LLP Jonathan I. Shenkman, AIF®


11/2/2020 “2020 Election Playbook: Wealth Planning Ideas and Perspective For All Investors” Jonathan I. Shenkman, AIF® Oppenheimer & Co. Inc. Jonathan I. Shenkman, AIF®


10/26/2020 “US Citizens Living in Israel: Trusts, Real Estate, and Income Tax Considerations for a Dual Tax Person” Boaz Feinberg Tadmor Levy & Co. Jonathan I. Shenkman, AIF®


10/19/2020 “What Your Estate Plan Isn’t Doing” Matthew E. Rappaport, Esq., LL.M. Falcon Rappaport & Berkman PLLC Jonathan I. Shenkman, AIF®


9/10/2020 “Revisiting The SECURE Act: Planning Strategies to Discuss with Your Clients” Avery E. Neumark, CPA, JD, LL.M. and Bruce D. Steiner, JD, LLM Marks Paneth LLP and Kleinberg Kaplan Jonathan I. Shenkman, AIF®


7/27/2020 “Selling a Family Business During a Pandemic: Planning Strategies to Consider” "Michael M. Schimel, Esq and Avi J. Sinensky, Esq." Meltzer Lippe Jonathan I. Shenkman, AIF®



7/20/2020 “The Future of Office Space After Covid-19” Benjamin Blumenthal Noah & Co Jonathan I. Shenkman, AIF®


7/13/2020 “US Immigration Planning and Issues for Business Owners and Entrepreneurs in the Covid-19 Pandemic” Steve Maggi, Esq. Managing Partner, SMA Law Firm Jonathan I. Shenkman, AIF®


6/29/2020 “Workplace Law in The Post Covid-19 Era” Chaim Book, Esq. Moskowitz & Book, LLP Jonathan I. Shenkman, AIF®


5/18/2020 “Bear Market Blues: Perspective and Proactive Strategies to Navigate the Market Turmoil” Jonathan I. Shenkman, AIF® Oppenheimer & Co. Inc. Jonathan I. Shenkman, AIF®


5/11/2020 “Be Ready For When the Lights Turn On: What to do when IRS and NYS Enforcement Begins Again” Richard S. Kestenbaum, Esq. and Scott Kestenbaum, Esq. Kestenbaum & Mark LLP Jonathan I. Shenkman, AIF®


5/4/2020 “Covid-19: New York Tax Hot Topics” Timothy P. Noonan, Esq. Hodgson Russ LLP Jonathan I. Shenkman, AIF®


4/27/2020 “Navigating the Zoning and Land Use Laws in NYC to Unlock Hidden Potential in Real Estate Development Projects” Jay Goldstein, Esq. Law Offices of Jay Goldstein, Esq. Jonathan I. Shenkman, AIF®


4/20/2020 “International Tax Implications of the CARES Act and Other Recent Tax Developments” Leo Parmegiani, CPA, MST PKF O'Connor Davies, LLP Jonathan I. Shenkman, AIF®



4/13/2020 “Tax changes due to COVID-19” Matthew E. Rappaport, Esq., LL.M. Falcon Rappaport & Berkman PLLC Jonathan I. Shenkman, AIF®


2/6/2020 “Tax, Financial and Legal Implications of Elder Care Planning” Elizabeth Forspan, Esq. FORSPAN KLEAR LLP Jonathan I. Shenkman, AIF®


1/9/2020 “Foreign Investment in US Residential Property – Tax Pitfalls and Structuring Solutions” Eli Akhavan, Esq. LLM Norton Rose Fulbright US LLP Jonathan I. Shenkman, AIF®