David Neufeld advises individuals and businesses around the globe on sophisticated federal income and estate tax planning, state tax residency planning and audits, asset protection, and insurance and investment planning. Listen to his appearance on Newton Knowledge Podcast hosted by Steve Target and Mark Singer of Newton One.
The trio discusses important and often misunderstood considerations regarding how a residency change (international and domestic) may impact income and estate taxes, along with potential challenges if the correct procedures are not followed.
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.