Shah PlanIt Podcast

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 LLC

April 02, 2024

"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

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

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

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

'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

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

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