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. Every business owner faces a situation where they have to partner with someone else. Read Roshani’s contribution to Newsweek magazine, 12 illuminating questions to ask potential business partners. […]
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. A comprehensive financial planning process addresses every aspect of your financial life – investing, cashflows, taxes, insurance and estate planning. While planning happens throughout the year, the year-end […]
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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. According to an investigation by ProPublica, “in 2007, Jeff Bezos, then a multibillionaire and now the world’s richest man, did not pay a penny in federal income taxes. […]
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. Last week, Tesla CEO Elon Musk asked his Twitter followers if he should sell 10% of his Tesla shares. The Twitter poll responded with a 57% Yes. Following […]
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 […]
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 […]
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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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 […]
