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Key Tax Provisions in House Bill

I'm just a bill....sitting here on Capitol Hill” You may have heard that earlier this week the House Ways and Means Committee announced some sweeping ...

Part 1 of 3: Planning for the Impact of Divorce (You & Your Taxes, TV Asia)

Part 3 of 3: Planning for the Impact of Divorce (You & Your Taxes, TV Asia)

Part 2 of 3: Planning for the Impact of Divorce (You & Your Taxes, TV Asia)

2021 Investor Outlook with Neel Shah

2021 will be a year like no other, if for no other reason than we are coming off of 2020-also year like no other. Specifically on the tax planning, financial planning ...

Gifting & clarifying the $15,000 Gift tax rules

Schedule a 15-minute complimentary call with Neel : https://calendly.com/shahplan/15-minute-intro-call?month=2020-09 Gifting & clarifying the $15000 Gift tax ...

FAQ - Should you use TOD, POD or Trusts? What is the Difference?

Schedule a 15-minute complimentary call with Neel : https://calendly.com/shahplan/15-minute-intro-call?month=2020-09 FAQ-Should you use TOD, POD, ...

FAQ - What Is All This 'Other Trust' Language Inside Of My Trust?

Schedule a 15-minute complimentary call with Neel : https://calendly.com/shahplan/15-minute-intro-call?month=2020-09 FAQ - What Is All This 'Other Trust' ...

FAQ - My Assets Changed, Do I Need to Modify My Trust?

Schedule a 15-minute complimentary call with Neel : https://calendly.com/shahplan/15-minute-intro-call?month=2020-09 My Assets Changed, Do I Need to ...

FAQ - How Difficult Is It to Change My Trust?

Schedule a 15-minute complimentary call with Neel : https://calendly.com/shahplan/15-minute-intro-call?month=2020-09 How Difficult Is It to Change My Trust?