Think Business With Jon Dwoskin

Preparing the Mindset for Changes in Investments

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Synopsis

Want to learn everything about potential changes in the Estate and Gift Tax system? Jon talks with Randall Denha, CEO of Denha and Associates, and Jim Niedzinski, Co-Founder and managing partner of Motive Wealth advisors to provide helpful insight. — Jim Niedzinski, CFP®, AIF®, is cofounder of Motive Wealth Advisors. He and his team provide fiduciary wealth management to a purposefully limited number of high net worth families in the context of deep relationships. For more than 20 years, Jim has been advising clients with complex financial situations such as those involving privately held businesses, the knottiest of executive compensation packages, and the challenges of large tax liabilities. In addition to Jim’s breadth of technical knowledge, he also draws upon his two decades of experience to serve clients as their strategic advisor, helping them clarify their vision and make decisions that align with their deepest values. Jim earned a BA degree from the University of Michigan, Ann Arbor, while letterin