News & Links

Q3 2017 Letter to Clients

Dear Clients and Friends,

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 for our thoughts on current market situations.

Read the full article here.

Massive Equifax Security Breach: What You Need to Know, What You Need to Do

Dear Clients and Friends,

It was announced last week that Equifax suffered one of the largest security breaches in US History. While the breach was just announced, Equifax is reporting that they became aware of the breach in late July, and that the breach was likely ongoing from May to July 2017. In other words, you may have already been exposed for weeks, if not months.

Read the full article here.

Year End Tax Planning for 2015

Dear Clients and Friends,

Another year has passed, and the time for YE 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 Patient Protection and Affordable Care Act of 2010 taking place in 2013. The main focus of this year’s Silicon Valley Wealth Advisors (SVWA) tax letter is on tax planning. Also included is an article on cybersecurity which you may find educational.

If you have any questions about this letter and would like to get together to discuss tax planning strategies and/or other financial planning matters, please let us know.

Read the full letter here.

2014 Tax Letter

Dear Clients and Friends,

Another year has passed, and the time for YE 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 and Affordable Care Act of 2010 taking place in 2013. While we will highlight and summarize some of those key changes, the main focus of this year’s Silicon Valley Wealth Advisors (SVWA) tax letter is on tax planning.

This year, we have included the card we developed which summarizes the key tax planning numbers for 2014 to assist you in YE tax planning activities. In addition, as many of you know, we have rolled out new financial planning software in which we can model a variety of scenarios to assess the effect on your overall long term goals including taxes.

If you have any questions about this letter and would like to get together to discuss tax planning strategies and/or other financial planning matters, please let us know.

Read the full letter here.

Lasecke Weil Wealth Advisory Group Is Now Silicon Valley Wealth Advisors

Posted by on Nov 18, 2013 in Blog | Comments Off on Lasecke Weil Wealth Advisory Group Is Now Silicon Valley Wealth Advisors

Firm also introduces three new service platforms

CAMPBELL, CA – November 18, 2013 – Lasecke Weil Wealth Advisory Group, a Registered Investment Advisor with offices in Campbell and Palo Alto, California, has changed its name to Silicon Valley Wealth Advisors, LLC. The new name reflects the firm’s commitment to offering comprehensive financial planning and wealth management services to clients throughout Silicon Valley.

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