Entries by Snapweb Editor

9 ways to avoid capital gains tax on stocks: #1 is enormous

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 paying capital gains instead of income taxes on your earnings, you’re doing something right. This is because capital gains tax rates are generally lower than income […]

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529 college savings plan: 13 things parents need to know

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. Stanley is a business owner and Mia is a doctor. They have two daughters, Olivia and Ava. Even though Stanley and Mia put themselves through college and later […]

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Investing as a business owner: How entrepreneurs should invest

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. As a business owner, investing in your business has come naturally to you. You may have now sold the business, or received a distribution. Or perhaps, you’ve accumulated […]

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Investing 101 video: Three lessons to get you to start investing

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Tax implications of PPP loans for business owners

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. NerdWallet interviewed me for an article they wrote about the tax implications of Paycheck Protection Program (PPP) loans for business owners.  You can read the article below: Breaking […]

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Buying a new home? Here are 5 issues to consider

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 are looking to buy a new home, you are not alone. Home sales rose in 2020 to its highest levels since the last peak in 2006. […]

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How the new stimulus bill helps business owners

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. The President signed the second Coronavirus stimulus bill into law this week. Of the $900B that Congress has committed in additional relief, $325B is going towards small business […]

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Tax planning ideas to implement before year-end

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. Tax planning is integral to successfully manage your personal finances. To that end, here are some time-sensitive year-end tax planning ideas to explore with your financial and tax […]

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Amplify your savings & investments with an HSA

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. Video transcript: Do you know which savings account has the highest tax benefit? It’s not a 401K, it’s not an IRA. It’s not even a Roth. It’s actually […]

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