2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

It's Your Journey

Want to know how we can help when life happens?

Scroll through the timeline and find out.

Preparing the Next Generation
Preparing the Next Generation
Preparing the Next Generation
Preparing the Next Generation

Before you send your kids out into the world, make sure they understand the value of a dollar and the importance of fiscal responsibility. We’re here to help start the conversation.

Preparing the Next Generation
Planning for Education
Planning for Education
Planning for Education
Planning for Education

It’s never too early to start saving for your kids’ education. Whether you’re planning for private school, college, or both, we can help you make wise choices today so they can reach their dreams tomorrow.

Planning for Education
First Job
First Job
First Job
First Job

Congratulations, you’re on your way! Let’s talk about strategies for wealth accumulation you can implement today to secure your tomorrow.

First Job
Marriage
Marriage
Marriage
Marriage

Finding your perfect partner is one of life’s greatest joys, and often introduces financial complexity. Let us help you make sure you have everything in order so you can begin your new life together with complete peace of mind.

Marriage
Buying First Home
Buying First Home
Buying First Home
Buying First Home

Buying a home and putting down roots is an exciting milestone, but there’s a lot to think about. We can help you get prepared and make the best choices for your family.

Buying First Home
Preparing for Children
Preparing for Children
Preparing for Children
Preparing for Children

It’s true that having children changes everything, which is why you need to prepare in more ways than one. Let’s talk about what you can do right now to give your kids the best possible start in life.

Preparing for Children
Navigating Compensation Structures
Navigating Compensation Structures
Navigating Compensation Structures
Navigating Compensation Structures

Great opportunities often come with complex compensation structures. Whether you own your own business or work for a start up, as you move up the ladder, we can help you understand your options for an optimal outcome.

Navigating Compensation Structures
Starting a Company
Starting a Company
Starting a Company
Starting a Company

Are you answering the call to be your own boss with an idea that will change the world? Let us help you work through the financial considerations involved, to get the most out of your success.

Starting a Company
Liquidity Event
Liquidity Event
Liquidity Event
Liquidity Event

You’ve worked hard to get here – preserve it! We have a long history dealing with liquidity events including mergers, acquisitions, and IPOs. Let us help you navigate this transition successfully and protect what you've earned.

Liquidity Event
Wealth Transfer to the Next Generation
Wealth Transfer to the Next Generation
Wealth Transfer to the Next Generation
Wealth Transfer to the Next Generation

Turning wealth over to your heirs truly solidifies your legacy. We can help you make plans now to optimize tax benefits for the next generation, and make the most of what you’ve worked so hard to build.

Wealth Transfer to the Next Generation
Buying a Second Home
Buying a Second Home
Buying a Second Home
Buying a Second Home

A weekend getaway is the perfect place to make memories with your family, but non-primary residences require careful planning. Let’s make the perfect plan for buying your second (or third) home.

Buying a Second Home
Philanthropic Goal Setting
Philanthropic Goal Setting
Philanthropic Goal Setting
Philanthropic Goal Setting

The spirit of service is built into our culture, so we’re adept at helping you fulfill your own philanthropic goals. We can help you identify causes you care about most, facilitate charitable endeavors, reach milestones, and enjoy the benefits of giving.

Philanthropic Goal Setting
Marriage Dissolution (Divorce)
Marriage Dissolution (Divorce)
Marriage Dissolution (Divorce)
Marriage Dissolution (Divorce)

We understand the challenges that come with the dissolution of a marriage, especially for high-net worth families. We’re here to help you navigate this difficult time, plan for better days ahead, and be by your side through the next phase of your life.

Marriage Dissolution (Divorce)
Inheriting Wealth
Inheriting Wealth
Inheriting Wealth
Inheriting Wealth

When someone works hard to build a legacy to leave you, it’s important to make the most of it. We can help with inheritance strategies and the impact on tax and estate planning.

Inheriting Wealth
Retirement
Retirement
Retirement
Retirement

You’ve worked your whole life to reach this stage, and now it’s time to enjoy the fruits of your labor! Whether your retirement dream is to sail around the world, dabble in angel investing, or play golf every day, let us help you navigate this exciting new chapter.

Retirement
Medicare and Social Security Planning
Medicare and Social Security Planning
Medicare and Social Security Planning
Medicare and Social Security Planning

Medicare and Social Security offer life-long benefits for retirees, but navigating these complex government programs can be challenging. We’ve done it before, and we’re here to guide you.

Medicare and Social Security Planning
Elder Care and Home Transitions
Elder Care and Home Transitions
Elder Care and Home Transitions
Elder Care and Home Transitions

Late-in-life care and decisions about where you want to live for the long-term can put a strain on both you and your family. Making plans now will help you transition smoothly when the time comes, and make it easier on your loved ones, too.

Elder Care and Home Transitions
Estate Transfer Guidance
Estate Transfer Guidance
Estate Transfer Guidance
Estate Transfer Guidance

Losing a loved one is always painful, but planning in advance can help lighten the load for those left behind. We’re here to support your needs today, help you plan for tomorrow, and offer guidance for your family whenever they need it.

Estate Transfer Guidance

Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.