Skip to content
  • Contact Us
  • Our Difference
    • About Our Difference
    • Our Purpose
    • Our Team
  • Hands On Help
    • About Hands On Help
    • Financial Planning
    • Investing
  • Life Transitions
    • About Life Transitions
    • Retirement
    • Divorce
    • Loss of a Loved One
  • Resources
    • Our Resources
    • Podcast
    • Blog
    • In the News
    • About the Book
Menu
  • Our Difference
    • About Our Difference
    • Our Purpose
    • Our Team
  • Hands On Help
    • About Hands On Help
    • Financial Planning
    • Investing
  • Life Transitions
    • About Life Transitions
    • Retirement
    • Divorce
    • Loss of a Loved One
  • Resources
    • Our Resources
    • Podcast
    • Blog
    • In the News
    • About the Book
Client Login
Contact Us
Company 401(k) Plans

Day: November 13, 2024

The Hidden Risks of Handshake Deals: Why Your Business Needs Formal Agreements [Ep. 163]

Settlement agreement

The Hidden Risks of Handshake Deals: Why Your Business Needs Formal Agreements [Ep. 163] In this episode of Life Unlimited, Larry Heller, CFP®, CDFA®, sits down with Rachel Partain, a leading tax attorney and partner at Forchelli Law, to shed light on the hidden risks of running a business without formal agreements. While handshake deals […]

Risky Business: The Hidden Risks of Handshake Agreements with Rachel Partain [Ep. 163]

Handshake Deals might seem convenient, but they could put your business at serious risk. Discover how to protect your company from these hidden dangers and build a reliable foundation.  Larry Heller, CFP®, CDFA®, is joined by Rachel Partain, a leading tax attorney and partner at Forchelli Law, to break down the risks of running a […]

Melville

225 Broadhollow Road
Suite 215
Melville, NY 11747

New York City

230 Park Avenue
New York City, NY 10169

  • Our Difference
  • Hands on Help
  • Life Transitions
  • Resources
  • Contact Us

Say hello to

The help you need for the life you want.

Schedule a Call

Connect

  • LinkedIn
  • YouTube
  • Podcast
  • © 2024 Heller Wealth Management. All rights reserved.
  • Privacy Policy
  • Terms & Conditions
  • Client Relationship Summary
Company 401(k) Plans
Client Login

Schedule a Call

  • Our Difference
    • About Our Difference
    • Our Purpose
    • Our Team
  • Hands On Help
    • About Hands On Help
    • Financial Planning
    • Investing
  • Life Transitions
    • About Life Transitions
    • Retirement
    • Divorce
    • Loss of a Loved One
  • Resources
    • Our Resources
    • Podcast
    • Blog
    • In the News
    • About the Book
  • Contact Us
  • Our Difference
    • About Our Difference
    • Our Purpose
    • Our Team
  • Hands On Help
    • About Hands On Help
    • Financial Planning
    • Investing
  • Life Transitions
    • About Life Transitions
    • Retirement
    • Divorce
    • Loss of a Loved One
  • Resources
    • Our Resources
    • Podcast
    • Blog
    • In the News
    • About the Book
  • Contact Us

Company
Retirement
Plans