Shah PlanIt Podcast

Shah PlanIt Podcast

Por: Neel
Neel Shah is a practicing estate planning attorney as well as a certified financial planner(r). He has conducted over 3000 corporate business and real estate transactions throughout his career and is the author planning for business owners (available on Amazon).Designing, building and protecting a plan requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success. Several of which present opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes. Join Neel Shah, ESQ, CFP as he helps bring some clarity and fun to the world of Estate and Financial Planning.
74 episodios disponibles

Latest episodes of the podcast Shah PlanIt Podcast

Things that People say to me as an Estate Planner 27/09/2024
Corporate Tranparency Act 27/09/2024
Tax + Investment Planning for Retirement (360° OmniView) 03/04/2024
Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules 03/04/2024
4th Quarter 2023 Tips, Estate Tax Predictions & Dumb Money! 28/09/2023
Fall Financial: Updates, Tax Tips, & Planning Pointers 20/09/2023
When will your money double?, Tchotchke planning & IRS fraud guidance 20/09/2023
Jumper Cables, Pharma Inserts & Trusting Your Advisors 15/08/2023
The African Bush and your "why" for financial planning 08/08/2023
Live from Capetown, lessons from Mandela 20/07/2023
Brownies & Coffee Mugs to explain Wills/Trust in under 10 Min! 14/07/2023
Independence/treason day, estate tax & Markowitz Legacy 07/07/2023
Takin' care of business (planning)! Business Success(ion)+Key Employee 27/06/2023
Bull, Bear, or Duck (?) market - what to know about the stock market right now 20/06/2023
Swifties are being misled about probate! 07/06/2023
Vacation Homes - quick financial, tax and legal tips! 31/05/2023
Are you the 'better' half? 24/05/2023
4 "Death" Tax rules in 10 minutes you should know 16/05/2023
What you need to know about OUR move & YOUR move! 05/05/2023
Avoid This Biggest Mistake After Filing Taxes 27/04/2023
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