2018 Tax Review

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

Jeffrey Abadie

Jeffrey Abadie, CFP®

Senior Wealth Manager
Shareholder
650-854-9150 LinkedIn

Jeff Abadie began his financial management career when he was looking to invest his own money after serving in the US Navy for four years. Jeff quickly became fascinated, going back to school to earn his financial services degree. He has been helping people make the most of their financial wealth ever since.

As a Senior Wealth Manager, Jeff helps high net individuals and families navigate the complexities of life, from analysis and education planning to address concentrated stock holdings and 10b5-1 plans. Never one to shy away from a challenge, Jeff specializes in working with clients who are facing some of the most difficult challenges life can throw at them. He understands the impact major life events like divorce or the death of a loved one can have emotionally, as well as financially. An empathetic listener, Jeff has a gift for putting things in perspective, guiding people through these challenges, and empowering them to plan for long-term happiness. He got into this business to help people and that’s exactly what he does for Sand Hill clients every day.

When he’s not in the office, Jeff loves to spend time with his wife and son, cooking, dining out, or hiking in and out of the city, from the Marin Headlands to Point Reyes. Through his work with the legal community, Jeff is also involved in Overcoming Barriers, a small non-profit that helps families navigate divorce when a child is at risk of losing their relationship with a parent. After all, making a positive impact in people’s lives is what he does best.

Latest Blog Posts by Jeffrey Abadie

Feb 1, 2018
Financial Considerations for Navigating Divorce Later in Life
Financial Considerations for Navigating Divorce Later in Life

A major dilemma with navigating the divorce process is that it forces a person into an extremely emotional and gut-wrenching situation, and yet also requires

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Jan 25, 2018
Avoiding the Estate Tax Trap in the New Tax Law Environment
Avoiding the Estate Tax Trap in the New Tax Law Environment

The new tax law has brought about significant financial changes and opportunities for individuals and families, not least of which is the substantial increase in

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Nov 7, 2017
Protect Identity Fraud’s Most Vulnerable: Minors and the Elderly
Protect Identity Fraud’s Most Vulnerable: Minors and the Elderly

In the wake of the recent massive data breach at Equifax, just about everyone is currently mindful of the importance of protecting their personal identity;

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Aug 25, 2017
The Role of the Financial Advisor and Forensic Accountant on Your Divorce Team
The Role of the Financial Advisor and Forensic Accountant on Your Divorce Team

Financial decisions made during your divorce will have a tremendous impact on your lifelong wellbeing; therefore, you deserve the best professional guidance to ensure those

read more
May 1, 2017
Financial Considerations When Exploring Continuing Care Retirement Communities
Financial Considerations When Exploring Continuing Care Retirement Communities

The decision to move into a Continuing Care Retirement Community (CCRC) is a major life event that warrants careful planning to ensure long term financial

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Jan 30, 2017
How the Expanded Definition of “Fiduciary” Impacts Your Investments in 2017
How the Expanded Definition of “Fiduciary” Impacts Your Investments in 2017

There has been great controversy lately about regulatory changes impacting the financial industry.  One set of new rules in particular - the Department of Labor’s

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Dec 2, 2016
Important Financial Considerations for the Later Stages of the Divorce Process
Important Financial Considerations for the Later Stages of the Divorce Process

As you reach the final stages of the divorce process, there is no time more critical to ensuring you accurately receive your agreed upon share

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Oct 21, 2016
The 529A Plan: A New Tax Free Savings Option for Individuals with Disabilities
The 529A Plan: A New Tax Free Savings Option for Individuals with Disabilities

In late 2014 the Achieving a Better Life Experience Act (ABLE) was enacted to enable states to create tax-advantaged savings programs for young people with

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Jul 21, 2016
The Importance of Real Return in a Low Return World
The Importance of Real Return in a Low Return World

A growing topic of conversation amongst many investors is how to properly think about their investment performance within context of the current environment of historically

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