Evan is the President and Co-Founder of Complete Advisors, a wealth advisory firm in the greater New York City Area.
Nainesh is the Co-Founder of Complete Advisors, a Wealth Advisory firm based in the Greater New York City area. I bring over 25 years of experience in Business Valuation, Portfolio Management and Financial Strategy.
November 30, 2021
This week on Legal Visionaries our host, Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them. Listen in to learn the definition of an Earn Out Agreement, if they are uniform or specific, what type of payoff structures are available and the difference between diversifiable and non-diversifiable risk. If you want to know how to evaluate an Earn Out or if you should even use one, tune in to learn from these experts.
Financial Controls for Law Firms: Accounting Policy
John Bowers joined Vandenack Weaver as the Chief Executive Officer in 2021. In this role, he is responsible for developing and implementing the Firm’s business strategy.
November 2, 2021
Do you have financial control of your law firm? Listen in as Mary Vandenack, the host of Legal Visionaries and the Founder and Managing Partner at Vandenack Weaver and her guest, John Bowers, CEO at Vandenack Weaver discuss the fundamentals of law firm financial management. How do you define financial controls and why are they important? How do you know when there is a problem and what are possible triggers? How do you get a consistent handle on them? Is there training available? If you are managing a law firm, tune in to hear some practical examples and tips so your firm functions profitably.
Year End Tax Planning for 2021
Mike’s practice focuses on providing experienced counsel to businesses and individuals. His areas of expertise include corporate and business law, real estate transactions, federal and state taxation and tax planning, estate, retirement and financial planning, and trust administration and probate.
December 14, 2021
For the past several months we have been hearing about legislative proposals that may impact year-end tax planning but as of today, we do not have any definite answers. So, what should people do? Tune in to this episode as our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver and her partner at Vandenack Weaver, Mike Weaver, discuss tax strategies to keep in mind. Should you accelerate income into 2021? What about strategies for retirement planning, charitable distributions, and cryptocurrency? The Build Back Better plans could impact State and Local Tax (SALT) limitations and Net Investment Income Tax (NIIT). How would these changes affect S Corps? Listen in and learn how you can minimize the impact on your 2021 taxes.