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.
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
31 minutes
5 years ago
What's Your Estate Plan? (Feat. Dina Nam)
Our guest Dina Nam discusses some timely estate planning topics. We also discuss an exciting new virtual/hybrid Estate Planning platform called Vanilla. Dina is a Wealth Strategist with AdvicePeriod.
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.
