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

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

3 key tax, financial &amp; 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

When will your money double?, Tchotchke planning & IRS fraud guidance

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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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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When will your money double?, Tchotchke planning & IRS fraud guidance

When will your money double?, Tchotchke planning & IRS fraud guidance