You are leaving Beacon Trust's website and going to a third party website. This may have privacy and security policies different from Beacon Trust. Do not disclose any personal or financial information upon leaving the Beacon Trust website. Beacon Trust Company and its affiliates are not responsible for the products, services and content on any third party website.
Bhakti Shah is a Senior Vice President and Tax Planning Manager at Beacon Trust. She is responsible for managing Beacon Trust’s income tax preparation offering to our clients. Ms. Shah joins us from the tax department of a pharmaceutical company where she served as Associate Tax Manager. Prior to that, Ms. Shah worked at Ernst & Young assisting high-net worth individuals with their tax planning strategies. Ms. Shah has a JD from New York Law School and a BS in Business Administration from Boston University Questrom School of Business. She is a member of the State Bars of NJ and NY, and maintains a CPA license in NY.