Newton Knowledge Podcast

Hosted by Newton One, LLC

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Oct 2026

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About the show

The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.

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56 recent

October 15, 2026Episode 5622 min

Steven Poulathas and Christopher Topolewski – Qualified Small Business Stock (QSBS) Planning

Join Newton One Advisors (Mark Singer and Steve Target) and Steven Poulathas, Co-Managing Shareholder at Flaster Greenberg and Christopher Topolewski, Founder of Wick Capital Partners as they discuss the rules surrounding Qualified Small Business Stock (QSBS) planning; the enhanced power of IRC Section 1202. They’ll explore common pitfalls, preparation considerations, and potential opportunities for privately held business owners.

October 2, 2026Episode 5517 min

Leslie Bohner - Preparing Your Family for the Transfer of Wealth

Join Newton One Advisors (Mark Singer and Steve Target) and Leslie Bohner, Chief Fiduciary Officer and General Trust Counsel at Fiduciary Trust International, for a discussion about a frequently overlooked element of estate planning: preparing those in line to inherit wealth—and the practical, yet imperative side of this process.

August 21, 2026Episode 5424 min

Sean Rice and Kevin DiMedio – The Power of Collaboration in Trust and Estate Planning

Join Newton One Advisors (Mark Singer) and Sean Rice, Senior Vice President and Trust Officer at Garden State Trust Company and Kevin DiMedio, Founder and Attorney at DiMedio Law, for a discussion on how trust officers and estate planning attorneys collaborate to develop the best possible planning outcomes for their clients. Tune in to learn more about their complementary roles and the value they bring to the estate planning process.

July 30, 2026Episode 5324 min

Jonathan Ellis – Navigating the Complexities of Estate Planning for the Family Vacation Home

For many families, a vacation home is far more than a piece of real estate. It’s a place where memories are made—watching the children grow up, celebrating holidays, and strengthening family bonds. A common estate planning goal is to preserve these experiences for future generations. Unfortunately, without careful planning, the vacation home can become a source of conflict rather than connection. Join Newton One Advisors (Mark Singer and Steve Target) and Jonathan Ellis, Trusts and Estate Planning Attorney at Flaster Greenberg, as they discuss the complexities and options associated with estate planning for the family vacation home.

June 22, 2026Episode 5223 min

Dave Reynolds – PPLI and PPVA Planning

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 income taxation.

May 21, 2026Episode 5124 min

George Riter – GRATs and the Elcan v. Commissioner Case

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.

April 30, 2026Episode 5020 min

Jennifer Fox - Legislative Update

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).

March 13, 2026Episode 4917 min

Curtis Golkow – Business Succession Planning

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.

February 6, 2026Episode 4827 min

David Warren – Importance of Trust Planning and Situs

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.

December 11, 2025Episode 4722 min

Rich Carroll – Unlocking Enterprise Value

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.