News & Blog

Read the latest about what’s going on in finance through our Silicon Valley Wealth Advisors blog.

Q3 2017 Letter to Clients

As we enter October, we are now three quarters through a very eventful 2017. Summer has come to an end and Fall is officially here. As the days turn cool and the nights grow long we look forward to holidays spent gathered around tables with a mixture of both friends and family. Please read below…
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Year End Tax Planning for 2015

Dear Clients and Friends, Another year has passed, and the time for year-end tax planning is upon us again. We have survived the second tax season with most of the big changes associated with the American Taxpayer Relief Act of 2013 (ATRA) which was signed into law on January 2, 2013, along with provisions in the…
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Year End Tax Planning for 2014

Dear Clients and Friends, Another year has passed, and the time for year-end tax planning is upon us again. We have survived the first tax season with most of the big changes associated with the American Taxpayer Relief Act of 2013 (ATRA) signed into law on January 2, 2013, and provisions in the Patient Protection…
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