Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules Artwork

Shah PlanIt Podcast

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.

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Shah PlanIt Podcast

Proposed tax law changes, retirement goals, staying financially organized, estate & gift tax rules

April 03, 2024 • Neel

"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 LLC

February 22, 2024