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.
Shah PlanIt Podcast
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5.0(9 reviews)
74 episodes
Updated Weekly
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
3/10/2022
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Recent Episodes
September 27, 2024
Things that People say to me as an Estate Planner
September 27, 2024
Corporate Tranparency Act
April 3, 2024
Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules
<p>"3 CFPs, 2 CPAs, and an Attorney walk into a bar..."<br/><br/>Welcome to The 360° View! In the video above, we discussed important topics related to potential new tax laws, retirement planning, financial organization, and new estate planning rules. Incidentally, if you have topics or concerns that you wish for us to cover in future videos and articles-please hit reply and let us know! <br/> <br/>Jim Colitsas CPA gives an overview of proposed tax law changes and things for business owners and individuals to be aware of, <br/>Linda Farinola, CFP®, CFA, EA discusses the process to help clients envision their retirement goals and lifestyle. <br/>Bryan Katz, CFP®, RICP®, CLU®, ChFC®, CASL® provides tips for younger people & pre-retirees getting and staying financially organized. <br/>Finally, Neel Shah, Esq. CFP® CEPA® discussed current estate and gift tax rules as well as upcoming changes scheduled for 2025.</p><p><br/>Omni 360 Advisors LLC<br/><br/><em>February 22, 2024</em></p>
74 total episodes available
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- What is Shah PlanIt Podcast?
- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Information about guest appearances is not available.
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