September 27, 20243 min
Episodes
74
Latest episode
Sep 2024
Language
EN-US
About the show
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.
Listen to episodes
September 27, 202414 min
Corporate Tranparency Act
April 3, 202412 min
Tax + Investment Planning for Retirement (360° OmniView)
Today’s discussion is focused on strategies for retirement planning, taxes, and investments. We explore topics like stock compensation vehicles and how to plan for them from a tax perspective as retirement approaches. Diversifying investments, cost averaging lump sums, and starting tax planning early were discussed as ways to optimize investments and minimize future taxes. Hope you find it enjoyable & informative!Omni 360 Advisors LLCApril 02, 2024
April 3, 202413 min
Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules
"3 CFPs, 2 CPAs, and an Attorney walk into a bar..."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! Jim Colitsas CPA gives an overview of proposed tax law changes and things for business owners and individuals to be aware of, Linda Farinola, CFP®, CFA, EA discusses the process to help clients envision their retirement goals and lifestyle. Bryan Katz, CFP®, RICP®, CLU®, ChFC®, CASL® provides tips for younger people & pre-retirees getting and staying financially organized. Finally, Neel Shah, Esq. CFP® CEPA® discussed current estate and gift tax rules as well as upcoming changes scheduled for 2025.Omni 360 Advisors LLCFebruary 22, 2024
September 28, 202310 min
4th Quarter 2023 Tips, Estate Tax Predictions & Dumb Money!
Get your finances in order for the home stretch of 2023!Neel shares tips for Taxes, Trusts, & learning from movies like Dumb Money. Plus strategies to consider to gift, donate, and tax plan. Popcorn-worthy Tax, Financial & Legal information!September 26, 2023
September 20, 202310 min
Fall Financial: Updates, Tax Tips, & Planning Pointers
Quick Financial & tax tips today! 10 minutes gives you: - New IRS guidance on 401k contributions, - changes to the FAFSA form, - caveats from of Schwab/TD Ameritrade merger, -interest rates, -the job market, - state tax deductions for small businesses, - and more! Tune in to get an overview of current events and strategies to help with your finances.September 20, 2023
September 20, 20239 min
When will your money double?, Tchotchke planning & IRS fraud guidance
3 key tax, financial & estate takeaways while working from a cottage in Vermont:1) Quick tip on how to calculate (approximately) how long it will take for your money to double, 2) Planning for your personal belongings, 3) IRS fraud prevention tips. Enjoy!September 12, 2023
August 15, 20231 min
Jumper Cables, Pharma Inserts & Trusting Your Advisors
'Trust' is difficult. So are 'Trusts.' 2 examples of where Neel has had to trust his advisors (automobile and medical) highlight something you need to know when working with trust attorneys, financial professionals, and tax experts. Let's discuss!August 15, 2023
August 8, 20232 min
The African Bush and your "why" for financial planning
What is all for anyway? Financial planning, paying less in taxes, your legacy planning, retirement planning are all important tools, but what are you building? And why? Here's a little perspective from me.July 22, 2023
July 20, 20233 min
Live from Capetown, lessons from Mandela
Just a blessing to come to you from South Africa. Aside from the joy of being with family, and the thrill of being across the world - there's something particularly moving but being in a place that has gone through so much, I moved my leader like Nelson Mandela. Sharing some quick thoughts today.July 19, 2023
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
