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Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
Life move's pretty fast-Is your financial plan keeping pace? Welcome to The Financial Aspects Podcast Series, where your host Paul Saad will take a fresh approach to help you explore and navigate critical financial issues, in order to maximize your return on life. Paul is a Financial Planner from the San Francisco Bay Area. For more information about Paul, check out www.collabriacapital.com. We thank you all for listening, and stay tuned for our latest episode on our website.Collabria Capital, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Financial Aspects - Financial planning in a dynamic world (Paul Saad/Collabria Capital)
The 2020 Election and your taxes (Feat. Caitlin Bottini CPA)
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Paul Saad
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Season 1
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Episode 6
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.