Call Us: (650) 209-4062
How Still To Get Charitable Tax Deductions

As a result of the passage of the Tax Cuts & Jobs Act in 2017, taxpayers (especially in California) may find themselves losing some of the deductions they used to get for charitable contributions on their 2018 taxes. Let’s use a simple example to explain this. Suppose you are...



The Wrong Way To Invest In Bonds

Most 529 and 401(k) plans offer a pretty broad range of U.S. stock mutual funds. There are large cap funds, small cap funds, value and growth funds, actively managed vs. passively managed funds, and occasionally even industry sector funds. When it comes to bond funds, however, most plans limit...




Visit Us

Cognizant Wealth Advisors
2225 E. Bayshore Road
Suite 200
Palo Alto, CA 94303

Contact Us
© 2019 Cognizant Wealth Advisors

Cognizant Wealth Advisors is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.