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Parkshore Wealth Management
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Capital Gains Tax Planning: Preparing for the Sale of Investments and Property

Thinking about selling investments or property? Learn how capital gains taxes work and discover strategies to help minimize your tax burden.

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Tax PlanningParkshore Wealth ManagementFebruary 15, 2025IRS, Capital Gains, Short Term Capital Gains, Long Term Capital Gains, Real Estate Taxes, Property Taxes, Investment Taxes, California, Utah, Fiduciary, Fee-Only
Understanding Nondeductible IRA Strategies

Learn how to maximize retirement savings with a nondeductible IRA. Explore tax-deferred growth, backdoor Roth conversions, and strategic planning tips.

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Retirement PlanningParkshore Wealth ManagementFebruary 1, 2025IRA, Nondeductible IRA, Roth IRA, Backdoor Roth, Income Limits, Tax Planning, High Income Earners
Why Markets Don’t Care About Who the President Is

Discover why stock markets have tended to maintain their upward trajectory regardless of who is in the White House.

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Investment ManagementParkshore Wealth ManagementJanuary 15, 2025Markets, Market Volatility, Donald Trump, President, Diversification
Financial New Year’s Resolutions: A Fresh Start for Your Finances

Start the new year right with financial resolutions! Learn how to update your estate plan, reassess insurance, and set smart financial goals for 2025 and beyond.

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Financial PlanningParkshore Wealth ManagementJanuary 1, 2025Retirement Planning, Estate Plan, Trusted Contact, New Year’s, 2025, Beneficiaries, Insurance, Financial Goals, Fiduciary
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Parkshore Wealth Management
3007 Douglas Boulevard, Suite 150,
Roseville, CA, 95661,
United States
Hours
Logan, UT OfficeLehi, UT OfficeFolsom, CA OfficeGranite Bay, CA Office

5940 Granite Lake Dr. | Granite Bay, CA 95746 | Office: (916) 797-3007
50 Iron Point Circle, Suite 140 | Folsom, CA 95630 | Office: (916) 797-3007
3300 North Triumph Blvd., Suite 100 | Lehi, UT 84043 | Office: (385) 250-1830
701 S Main St., 1st Floor | Logan, UT 84321 | Office: (385) 250-1830
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