Whenever a new or prospective client tells us that they have a trust, our next question is, “have you funded it?” Because until you do this, you don’t really have a trust. You just have some signed documents and your trust planning is incomplete. Watch our video below to learn the step you need to […]
A common scenario we often encounter with prospective clients is that they lack a leader or a CFO when it comes to their finances. Your personal finance CFO is someone who brings all the resources and experts together to plan for your life and financial milestones. Why do you need a CFO for your personal […]
After cratering to a low of -23.04% for the year in mid-June, stocks have climbed up and now sit at a low of -13.03% year to date. Volatility remains high and many investors are still waiting in the wings for a clearer signal before jumping back into investing their cash. But remember, you might never […]
An S Corp election can be a powerful tax planning strategy for closely-held businesses as well as self-employed individuals. One of the requirements of an S Corp is that the owner must take a reasonable salary. As the business owner, how do you decide what the right salary is for yourself? In this blog, we […]
Until a few months ago, all assets were making new highs. In the last few weeks, investors have found nowhere to hide, not even in traditional safe havens like government bonds and gold. While we may see a day or two where the market temporarily bounces back, the sell-off may continue. Markets turn volatile when […]
If you have an LLC or a sole proprietorship, an S corp election can be a powerful tax planning strategy to minimize your taxes. In this blog and video below, we will discuss S Corp election and how it can be used to minimize your taxes. We all pay payroll taxes but business owners pay twice […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. If you’re a self-employed individual, you must consider a SEP IRA and a solo 401K, not only to save for retirement but also to save a lot in […]
Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Starting June 30, 2022 California businesses will be required to enroll in the CalSavers plan, unless they already offer a qualified retirement plan. In this article, we will […]
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Roshani Pandey is a financial advisor and founder of True Root Financial. True Root Financial is located in San Francisco, CA and serves clients across the globe. Whether you are a physician who runs your own practice or a physician who works as an independent contractor, you can take advantage of the tax planning benefits […]
