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Designing, building and protecting a plans 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 whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Beacon Wealth Solutions, LLC

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"Hold On" or trust "Poison"? 1990 to 2020 - Stay the Course 2021

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Some Guidance on Prospective Tax Law Changes

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Tax, Estate Planning, Retirement Planning & Financial Planning (Gujarati & English) 10-2021

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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What should you do if (when) the tax law changes?

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Key Tax Provisions in House Bill

In this May 2020 Investor Update, Advisor & Attorney Neel Shah will not only update you on the state of current markets, but also share planning ideas & strategies to consider.

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Quarterly Economic UpdateFree Download
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