Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
Paul Saad (Collabria Capital, Inc.)
6 episodes
1 day ago
Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.
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Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.
ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
53 minutes
5 years ago
ESG and SRI Investing Strategies - Doing Well by Doing Good (Feat. Jenny Coombs)
Paul talks with Jenny Coombs (Associate professor at the College for Financial Planning) about the increasingly popular investment trend known as Sustainable Responsible Investing (SRI). We cover definitions of the terminology, history & trends, investor profiles, and much more.
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
Caitlin Bottini (CPA) provides a high-level comparison of Presidential candidate tax plans. We discuss: potential changes to estate taxes, including the loss of step-up in basis; student loan forgiveness; repeal of prop 13 for commercial properties; and the proposed California Wealth Tax.
